Peachtree Investment Partners, LLC
All 13F Filings
- Location
- Indian River Shores,, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 311,943
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 143 | 311,943 | 13F-HR | Peachtree Investment Partners, LLC |
| Q1 2026 | 5/8/2026 | 129 | 262,411 | 13F-HR | Peachtree Investment Partners, LLC |
| Q4 2025 | 2/11/2026 | 127 | 301,321 | 13F-HR | Peachtree Investment Partners, LLC |
| Q3 2025 | 10/31/2025 | 128 | 288,408 | 13F-HR | Peachtree Investment Partners, LLC |
| Q2 2025 | 8/12/2025 | 126 | 262,082 | 13F-HR | Peachtree Investment Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 230 K | 73.7% | 17.4 K | 0 | 17.4 K |
| ETFs | 81.9 K | 26.3% | 32.13 K | 0 | 32.13 K |
| Debt | 12 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
311,943
Holdings
143
QoQ value change ($000)
49,532
(18.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.