Fund Universe

Peak Planning Group, LLC

CIK 0002097384 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.624
AUM ($M)
443
Positions
128
Turnover
0.07
Top-10 wt
60%
Herfindahl
0.050
History (qtrs)
22
Excess Return

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Quarter
Activity this period
Security type

Holdings · 131 positions · portfolio value $443M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
QQQ funds › INVESCO QQQ TR ADD 11.6% +0.9% 51.4 69,787 +2,629 7
IVV funds › ISHARES TR ADD 11.3% -0.3% 50.3 67,160 +2,945 7
PULS funds › PGIM ETF TR ADD 8.4% +0.3% 37.1 749,150 +159,912 6
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 6.1% -0.9% 26.9 53,838 +971 7
AAPL funds › APPLE INC TRIM 5.3% -0.5% 23.6 81,639 -1,463 7
XMMO funds › INVESCO EXCHANGE TRADED FD T ADD 4.2% +0.1% 18.6 109,569 +8,585 3
AMAT funds › APPLIED MATLS INC ADD 4.2% +1.8% 18.4 25,499 +131 7
RDVY funds › FIRST TR EXCHANGE TRADED FD ADD 4.1% +0.0% 18.1 223,203 +9,919 7
NVDA funds › NVIDIA CORPORATION ADD 2.7% -0.2% 12.1 60,440 +773 7
MSFT funds › MICROSOFT CORP TRIM 2.3% -0.6% 10.2 27,395 -446 7
GOOG funds › ALPHABET INC ADD 2.3% +0.0% 10.1 28,629 +332 7
KLAC funds › KLA CORP ADD 2.3% +0.9% 10.1 33,422 +30,081 3
AMZN funds › AMAZON COM INC ADD 2.0% -0.1% 8.7 36,563 +302 7
FRDM funds › EA SERIES TRUST ADD 1.7% +0.3% 7.5 102,201 +12,904 4
SMH funds › VANECK ETF TRUST ADD 1.6% +0.6% 7.3 11,138 +1,101 6
CUSIP:33718W103 funds › FIRST TR INTER DURATN PFD & ADD 1.6% -0.3% 7.3 400,589 +2,796 3
EAD funds › ALLSPRING INCOME OPPORTUNIT TRIM 1.6% -0.5% 7.1 1,090,407 -52,359 3
DIVO funds › AMPLIFY ETF TR ADD 1.6% +0.1% 7.0 152,710 +37,642 7
GOOGL funds › ALPHABET INC ADD 1.5% +0.0% 6.8 19,156 +164 7
JPM funds › JPMORGAN CHASE & CO TRIM 1.4% -0.2% 6.3 19,098 -231 7
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 1.3% -0.0% 5.8 7,729 +235 7
EVTR funds › MORGAN STANLEY ETF TRUST TRIM 0.7% -0.2% 3.2 62,279 -25 3
USHY funds › ISHARES TR ADD 0.7% -0.1% 3.1 83,765 +6,517 7
INTC funds › INTEL CORP TRIM 0.7% +0.4% 2.9 20,759 -1,570 3
AVGO funds › BROADCOM INC ADD 0.7% +0.0% 2.9 7,665 +376 7
GLD funds › SPDR GOLD TR TRIM 0.6% -0.3% 2.7 7,438 -237 7
ETN funds › EATON CORP PLC ADD 0.6% -0.0% 2.5 5,913 +87 7
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.6% +0.3% 2.5 4,251 +270 3
VOO funds › VANGUARD INDEX FDS TRIM 0.5% -0.1% 2.3 3,353 -187 7
V funds › VISA INC ADD 0.5% -0.0% 2.2 6,410 +97 7
MID funds › AMERICAN CENTY ETF TR ADD 0.5% -0.0% 2.2 31,538 +1,784 3
RSP funds › INVESCO EXCHANGE TRADED FD T TRIM 0.5% -0.1% 2.1 10,020 -1,117 7
MPC funds › MARATHON PETE CORP ADD 0.5% -0.1% 2.1 8,252 +210 7
FXO funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.5% -0.0% 2.1 33,121 -65 3
WMT funds › WALMART INC TRIM 0.5% -0.2% 2.0 17,928 -1 7
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.4% +0.1% 2.0 4,142 +20 4
AVUV funds › AMERICAN CENTY ETF TR ADD 0.4% -0.0% 1.9 15,149 +252 3
QINT funds › AMERICAN CENTY ETF TR ADD 0.4% -0.0% 1.8 25,968 +2,962 3
XLK funds › SELECT SECTOR SPDR TR ADD 0.4% +0.1% 1.7 8,937 +352 3
CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM 0.4% -0.2% 1.7 12,123 -672 7
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.4% -0.3% 1.6 13,371 -1,958 7
IEFA funds › ISHARES TR TRIM 0.4% -0.1% 1.6 16,131 -173 4
LLY funds › ELI LILLY & CO ADD 0.3% +0.0% 1.5 1,286 +4 3
MU funds › MICRON TECHNOLOGY INC NEW 0.3% +0.3% 1.5 1,291 +1,291 1
CGGR funds › CAPITAL GROUP GROWTH ETF TRIM 0.3% -0.0% 1.4 29,761 -200 7
GS funds › GOLDMAN SACHS GROUP INC ADD 0.3% -0.0% 1.4 1,342 +3 3
IJR funds › ISHARES TR ADD 0.3% -0.0% 1.3 8,654 +11 7
TOWN funds › TOWNEBANK PORTSMOUTH VA TRIM 0.3% -0.0% 1.2 33,081 -286 7
IGSB funds › ISHARES TR TRIM 0.3% -0.1% 1.1 21,641 -231 4
FTCS funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.3% -0.1% 1.1 11,875 -1,365 7
CVX funds › CHEVRON CORPORATION TRIM 0.2% -0.1% 1.0 6,241 -115 7
FXL funds › FIRST TR EXCHANGE-TRADED FD HOLD 0.2% +0.0% 1.0 4,741 +0 3
PPH funds › VANECK ETF TRUST ADD 0.2% -0.0% 1.0 9,187 +287 3
RY funds › ROYAL BK CDA ADD 0.2% +0.1% 1.0 4,673 +937 7
AIQ funds › GLOBAL X FDS ADD 0.2% +0.0% 0.9 13,755 +338 3
ABBV funds › ABBVIE INC ADD 0.2% -0.0% 0.9 3,487 +1 3
SCHW funds › SCHWAB CHARLES CORP TRIM 0.2% -0.1% 0.8 9,047 -2,834 3
WELL funds › WELLTOWER INC TRIM 0.2% -0.0% 0.8 3,406 -134 7
AVEM funds › AMERICAN CENTY ETF TR ADD 0.2% +0.0% 0.8 7,918 +818 3
TSLA funds › TESLA INC ADD 0.2% -0.0% 0.8 1,814 +14 4
MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM 0.2% -0.0% 0.7 1,047 -50 7
DIA funds › STATE STR SPDR DOW JONES IND TRIM 0.2% -0.0% 0.7 1,373 -40 7
TLN funds › TALEN ENERGY CORP TRIM 0.2% -0.0% 0.7 1,866 -60 6
GBIL funds › GOLDMAN SACHS ETF TR ADD 0.2% -0.0% 0.7 6,707 +8 3
EMLP funds › FIRST TR EXCHANGE-TRADED FD ADD 0.2% -0.0% 0.7 15,319 +29 7
IWF funds › ISHARES TR ADD 0.1% -0.0% 0.7 5,268 +3,816 7
RJF funds › RAYMOND JAMES FINL INC TRIM 0.1% -0.1% 0.6 4,247 -893 7
PG funds › PROCTER & GAMBLE CO TRIM 0.1% -0.0% 0.6 4,327 -358 7
VTV funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 0.6 2,880 -6 4
QQQE funds › DIREXION SHARES ETF TRUST ADD 0.1% +0.0% 0.6 4,973 +1 7
BIV funds › VANGUARD BD INDEX FDS TRIM 0.1% -0.0% 0.6 7,642 -50 4
EPD funds › ENTERPRISE PRODS PARTNERS L ADD 0.1% -0.0% 0.6 15,104 +46 7
META funds › META PLATFORMS INC TRIM 0.1% -0.0% 0.5 971 -111 7
DVY funds › ISHARES TR ADD 0.1% -0.0% 0.5 3,356 +20 3
INDA funds › ISHARES TR HOLD 0.1% -0.0% 0.5 10,387 +0 3
QTUM funds › ETF SER SOLUTIONS ADD 0.1% +0.0% 0.5 2,957 +580 3
WFC funds › WELLS FARGO & CO HOLD 0.1% -0.0% 0.5 5,829 +0 7
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.1% +0.0% 0.5 1,660 +433 6
CB funds › CHUBB LIMITED TRIM 0.1% -0.0% 0.5 1,368 -100 7
MS funds › MORGAN STANLEY ADD 0.1% +0.0% 0.5 2,191 +7 3
IYW funds › ISHARES TR HOLD 0.1% +0.0% 0.5 1,814 +0 6
IUSG funds › ISHARES TR TRIM 0.1% -0.0% 0.5 2,396 -423 7
VIOO funds › VANGUARD ADMIRAL FDS INC HOLD 0.1% -0.0% 0.4 3,236 +0 7
LRCX funds › LAM RESEARCH CORP NEW 0.1% +0.1% 0.4 975 +975 1
LOW funds › LOWES COS INC HOLD 0.1% -0.0% 0.4 1,915 +0 7
FVD funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.1% -0.0% 0.4 8,495 -1,835 7
CSCO funds › CISCO SYS INC TRIM 0.1% +0.0% 0.4 3,466 -30 7
COF funds › CAPITAL ONE FINL CORP ADD 0.1% -0.0% 0.4 1,968 +10 3
SDSI funds › AMERICAN CENTY ETF TR TRIM 0.1% -0.1% 0.4 7,449 -3,028 3
DELL funds › DELL TECHNOLOGIES INC NEW 0.1% +0.1% 0.4 859 +859 1
IJH funds › ISHARES TR TRIM 0.1% -0.0% 0.4 4,777 -115 7
FLV funds › AMERICAN CENTY ETF TR ADD 0.1% -0.0% 0.4 4,493 +20 3
MCK funds › MCKESSON CORP HOLD 0.1% -0.0% 0.3 458 +0 7
CHKP funds › CHECK POINT SOFTWARE TECH LT HOLD 0.1% -0.0% 0.3 2,606 +0 3
CAT funds › CATERPILLAR INC HOLD 0.1% +0.0% 0.3 319 +0 2
JCI funds › JOHNSON CONTROLS INTERNATION ADD 0.1% -0.0% 0.3 2,320 +6 6
AVUS funds › AMERICAN CENTY ETF TR NEW 0.1% +0.1% 0.3 2,581 +2,581 1
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.1% +0.1% 0.3 1,928 +1,928 1
BLDR funds › BUILDERS FIRSTSOURCE INC TRIM 0.1% -0.0% 0.3 3,597 -376 7
FENI funds › FIDELITY COVINGTON TRUST NEW 0.1% +0.1% 0.3 7,760 +7,760 1
NUE funds › NUCOR CORP NEW 0.1% +0.1% 0.3 1,298 +1,298 1
NXST funds › NEXSTAR MEDIA GROUP INC HOLD 0.1% -0.0% 0.3 1,612 +0 7
COST funds › COSTCO WHOLESALE CORPORATION HOLD 0.1% -0.0% 0.3 307 +0 7
JNJ funds › JOHNSON & JOHNSON ADD 0.1% -0.0% 0.3 1,089 +55 7
GLW funds › CORNING INC NEW 0.1% +0.1% 0.3 1,071 +1,071 1
XLE funds › SELECT SECTOR SPDR TR ADD 0.1% -0.0% 0.3 5,113 +180 2
MSI funds › MOTOROLA SOLUTIONS INC TRIM 0.1% -0.1% 0.3 652 -648 7
DUK funds › DUKE ENERGY CORP NEW TRIM 0.1% -0.0% 0.3 2,061 -243 7
ACIO funds › ETF SER SOLUTIONS TRIM 0.1% -0.1% 0.3 5,540 -7,556 5
EFV funds › ISHARES TR ADD 0.1% -0.0% 0.3 3,314 +23 5
MRK funds › MERCK & CO INC ADD 0.1% -0.0% 0.3 1,967 +4 3
GDX funds › VANECK ETF TRUST TRIM 0.1% -0.0% 0.2 3,301 -225 5
GDXJ funds › VANECK ETF TRUST HOLD 0.1% -0.0% 0.2 2,524 +0 5
IBIT funds › ISHARES BITCOIN TRUST ETF TRIM 0.1% -0.1% 0.2 7,426 -8,017 7
IGLB funds › ISHARES TR HOLD 0.1% -0.0% 0.2 4,907 +0 6
PH funds › PARKER-HANNIFIN CORP ADD 0.1% -0.0% 0.2 251 +4 3
FV funds › FIRST TR EXCHANGE TRADED FD TRIM 0.1% -0.0% 0.2 3,127 -350 7
MMM funds › 3M CO ADD 0.1% -0.0% 0.2 1,446 +12 3
BDJ funds › BLACKROCK ENHANCED EQUITY DI TRIM 0.1% -0.0% 0.2 24,367 -4,530 7
GSLC funds › GOLDMAN SACHS ETF TR HOLD 0.1% -0.0% 0.2 1,641 +0 5
ECL funds › ECOLAB INC HOLD 0.1% -0.0% 0.2 800 +0 6
CRDO funds › CREDO TECHNOLOGY GROUP HOLDI NEW 0.0% +0.0% 0.2 806 +806 1
GILD funds › GILEAD SCIENCES INC ADD 0.0% -0.0% 0.2 1,710 +1 6
SCO funds › PROSHARES TR II NEW 0.0% +0.0% 0.2 5,987 +5,987 1
SPGI funds › S&P GLOBAL INC ADD 0.0% -0.0% 0.2 512 +1 7
HD funds › HOME DEPOT INC TRIM 0.0% -0.0% 0.2 590 -288 7
XLG funds › INVESCO EXCHANGE TRADED FD T NEW 0.0% +0.0% 0.2 3,309 +3,309 1
MGX funds › METAGENOMI THERAPEUTICS INC HOLD 0.0% -0.0% 0.0 12,500 +0 3
NFLX funds › NETFLIX INC. EXIT 0.0% -0.1% 0.0 0 -2,180 0
TTE funds › TOTALENERGIES SE EXIT 0.0% -0.1% 0.0 0 -2,665 0
MCD funds › MCDONALDS CORP EXIT 0.0% -0.1% 0.0 0 -700 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 443 128 0.07 60% 0.050 0.622 in
2026Q1 361 120 0.07 60% 0.049 0.607 in
2025Q4 357 120 0.21 60% 0.049 0.277 in
2025Q3 192 94 0.09 66% 0.058 0.477 in
2025Q2 156 90 0.23 65% 0.055 0.223 in
2025Q1 238 122 0.07 56% 0.047 0.510 in
2024Q4 240 116 0.05 57% 0.048 0.514 in
2024Q3 228 108 0.08 56% 0.046 0.366 in
2024Q2 203 105 0.11 56% 0.044 0.289 in
2024Q1 160 76 0.06 60% 0.050 0.449 in
2023Q4 139 70 0.05 61% 0.054 0.478 in
2023Q3 128 73 0.04 58% 0.051 0.399 in
2023Q2 135 77 0.07 58% 0.052 0.363 in
2023Q1 123 77 0.06 55% 0.045 0.383 in
2022Q4 114 80 0.15 51% 0.040 0.187 in
2022Q3 108 77 0.11 55% 0.048 0.208 in
2022Q2 119 78 0.00 58% 0.053 0.611 in
2021Q4 135 83 0.09 60% 0.056 0.267 in
2021Q3 116 77 0.00 59% 0.053 0.457 in
2021Q1 103 75 0.10 58% 0.048 0.262 in
2020Q4 88 61 0.10 64% 0.058 0.192 entered
2020Q3 71 49 0.00 69% 0.064 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status