Peachtree Investment Partners, LLC

Q3 2026 13F-HR Holdings

Location
Indian River Shores,, FL
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$313,360
Net value change ($000)
+1,417 (0.5%)
New positions
5
Sold out positions
14
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 7,202 31.4%
AAPL 6,520 15.8%
VOO 3,019 11.9%
SCHD 1,572 68.6%
IVV 1,415 51.2%
WFC 1,086 480.5%
NVDA 938 11.1%
XOM 918 NEW
SCHB 747 24.5%
MCK 703 8.2%
Top Reduces (Value $000, Stocks/ETFs)
SOXX -7,003 -62.5%
MTUM -2,836 -54.4%
HD -2,634 -27.0%
SPMO -1,620 -100.0%
GLW -1,472 -58.9%
TJX -1,331 -17.1%
LLY -820 -3.1%
SCHG -673 -7.0%
COST -609 -5.6%
AVGO -576 -22.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type