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Peachtree Investment Partners, LLC
Period ended Sep 30, 2026 · Latest filing Nov 5, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $313,360,460
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $47,689,845
- MICROSOFT CORP · COM · 594918104 · shares: $30,102,158
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $28,384,003
- ELI LILLY & CO · COM · 532457108 · shares: $25,250,619
- VISA INC · COM CL A · 92826C839 · shares: $14,896,648
- COSTCO WHOLESALE CORPORATION · COM · 22160K105 · shares: $10,237,262
- NVIDIA CORPORATION · COM · 67066G104 · shares: $9,395,100
- MCKESSON CORP · COM · 58155Q103 · shares: $9,265,653
- SCHWAB STRATEGIC TR · US LCAP GR ETF · 808524300 · shares: $8,894,993
- AMAZON COM INC · COM · 023135106 · shares: $8,117,416
Reported holdings
134 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | — | 5,276 shares | $193,400 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | — | 388 shares | $138,638 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 1,000 shares | $128,930 |
| ISHARES TR | S&P MC 400GR ETF | 464287606 | — | 989 shares | $108,423 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 3,153 shares | $105,015 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 2,601 shares | $84,855 |
| ISHARES TR | S&P SML 600 GWT | 464287887 | — | 521 shares | $83,467 |
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | 922908512 | — | 371 shares | $72,626 |
| ISHARES TR | CORE S&P US GWT | 464287671 | — | 306 shares | $59,288 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 208 shares | $48,015 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 192 shares | $47,640 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 169 shares | $46,839 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 195 shares | $42,031 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | — | 195 shares | $31,301 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 101 shares | $28,595 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 | — | 158 shares | $27,179 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 300 shares | $27,033 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 43 shares | $17,894 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | — | 700 shares | $16,590 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | — | 200 shares | $15,556 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | — | 69 shares | $14,440 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 650 shares | $14,365 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 486 shares | $13,350 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | — | 243 shares | $13,061 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 41 shares | $12,845 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 161 shares | $12,336 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 | — | 351 shares | $12,285 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 347 shares | $11,791 |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | 92206C565 | — | 171 shares | $11,281 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 67 shares | $9,115 |
| SCHWAB STRATEGIC TR | HIGH YIEL BD ETF | 808524631 | — | 359 shares | $9,067 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | — | 30 shares | $5,200 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 22 shares | $4,959 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 89 shares | $2,786 |