Peak Planning Group, LLC ETF holdings
Centennial, CO
Reported $249.3M in 59 ETFs in its Form 13F for June 30, 2026.
ETF value
$249.3M
ETFs held
59
Change from prior quarter
+24.4%
With price moves
ETFs as a share of its 13F
56.3%
of $443.1M
Top 10 of 59 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | $51.4M | 69,787 | +2,629 shares |
| IVV | iShares Core S&P 500 ETF | $50.3M | 67,160 | +2,945 shares |
| PULS | PGIM Ultra Short Bond ETF | $37.1M | 749,150 | +159,912 shares |
| XMMO | Invesco S&P MidCap Momentum ETF | $18.6M | 109,569 | +8,585 shares |
| RDVY | First Trust Rising Dividend Achievers ETF | $18.1M | 223,203 | +9,919 shares |
| FRDM | Freedom 100 Emerging Markets ETF | $7.5M | 102,201 | +12,904 shares |
| SMH | VanEck Semiconductor ETF | $7.3M | 11,138 | +1,101 shares |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | $7.0M | 152,710 | +37,642 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $5.8M | 7,729 | +235 shares |
| EVTR | Eaton Vance Total Return Bond ETF | $3.2M | 62,279 | −25 shares |
49 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002097384. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Peak Planning Group, LLC own?
Peak Planning Group, LLC reported 59 ETF positions worth $249.3M in its Form 13F for June 30, 2026. The largest was QQQ, at $51.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.