Q2 2026 13F · SEC CIK 1743863

Peachtree Investment Partners, LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $311.9M
Reported positions: 143
Top holdings a year, 3 yrs: +18.1%
Assets under management: $335.8M

Peachtree Investment Partners, LLC is a wealth manager that reported 143 positions worth $311.9M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Apple Inc (AAPL, 13.2%), Lilly Eli & Co (LLY, 8.4%), Vanguard S&p 500 ETF (VOO, 8.1%). A portfolio copying its top holdings returned 18.1% a year over the last 3 years, against 20.4% for the S&P 500.

Peachtree Investment Partners, LLC holdings largest 50 of 143 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Peachtree Investment Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	13.2%	13.6%	142,280	+1.5%	$41.2M
LLYLilly Eli & Co	8.4%	7.6%	21,737	-0.2%	$26.1M
VOOVanguard S&p 500 ETF	8.1%	5.9%	36,932	+42.2%	$25.4M
MSFTMicrosoft Corp	7.3%	9.0%	61,390	-3.9%	$22.9M
VVisa Inc Com Cl A	4.7%	5.0%	42,656	-2.5%	$14.6M
SOXXIshares Semiconductor ETF	3.6%	—	17,499	—	$11.2M
COSTCostco Whsl Corp New	3.5%	4.4%	11,594	+0.6%	$10.8M
HDHome Depot Inc Com	3.1%	3.7%	27,624	-5.2%	$9.7M
SCHGSchwab U.s. Large-Cap Growth ETF	3.1%	3.2%	282,747	-2.1%	$9.6M
MCKMckesson Corp Com	2.7%	4.4%	11,332	-14.2%	$8.6M
NVDANvidia Corporation Com	2.7%	2.6%	42,264	+8.7%	$8.5M
TJXTjx Cos Inc New Com	2.5%	3.0%	51,379	+3.1%	$7.8M
AMZNAmazon Com Inc Com	2.4%	2.3%	31,122	+7.4%	$7.4M
JPMJpmorgan Chase & Co	2.3%	2.5%	22,114	-0.6%	$7.2M
SPYSpdr S&p 500 ETF Tr	2.3%	1.8%	9,566	+33.9%	$7.1M
MAMastercard Inc.	2.2%	2.5%	13,080	-0.8%	$6.7M
MTUMIshares Msci USA Momentum Factor ETF	1.7%	—	15,210	—	$5.2M
SCHXSchwab Stratgc Tr	1.6%	1.5%	166,609	+11.3%	$4.9M
GOOGLAlphabet Inc	1.5%	1.3%	12,879	+8.5%	$4.6M
SCHBSchwb US Broad	1.0%	1.1%	105,452	-8.8%	$3.1M
GOOGAlphabet Inc	1.0%	1.0%	8,576	-1.8%	$3.0M
IVVIshares Core S&p 500 ETF	0.9%	0.4%	3,686	+147.2%	$2.8M
VGTVanguard Info Tech	0.9%	0.7%	22,304	+778.8%	$2.7M
AVGOBroadcom Inc	0.8%	0.7%	6,912	+13.3%	$2.6M
GLWCorning Inc.	0.8%	0.4%	9,784	+18.4%	$2.5M
NOCNorthrop Grumman Corp	0.7%	1.3%	4,581	-6.7%	$2.3M
SCHDSchwab Strategic Tr	0.7%	2.0%	72,242	-58.7%	$2.3M
JNJJohnson & Johnson	0.7%	0.9%	8,948	-10.5%	$2.3M
ADPAutomatic Data Processing Inc Com	0.7%	0.8%	9,869	-4.6%	$2.2M
CORCencora Inc Com	0.7%	1.4%	7,789	-34.1%	$2.2M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	4,269	-6.6%	$2.1M
ROSTRoss Stores Inc.	0.6%	0.6%	8,639	+13.8%	$1.8M
KMBKimberly-Clark Corporation	0.6%	0.6%	15,995	+0.1%	$1.8M
SPMOInvesco Exch Traded Fd Tr II	0.5%	0.4%	10,027	+0.0%	$1.6M
CATCaterpillar Inc Com	0.5%	0.3%	1,394	+31.5%	$1.5M
MUMicron Technology Inc	0.4%	—	1,083	—	$1.3M
PLTRPalantir Technologies Inclass Class A	0.4%	0.6%	9,704	-12.2%	$1.1M
MCDMcdonalds Corp Com	0.4%	0.5%	4,052	-2.0%	$1.1M
GEVGe Vernova Inc	0.3%	—	878	—	$1.0M
QQQMInvesco Nasdaq 100 ETF	0.3%	—	3,192	—	$967K
ABTAbbott Laboratories	0.3%	0.5%	10,397	-20.8%	$943K
MARMarriott Intl Inc New Cl A	0.3%	0.3%	2,484	+2.0%	$921K
KOCoca Cola Co	0.3%	0.3%	11,021	+5.5%	$896K
ACNAccenture PLC Ireland Shs Class A	0.3%	0.6%	7,121	-5.5%	$886K
GEGe Aerospace	0.3%	0.3%	2,313	-22.2%	$864K
SYKStryker Corporation	0.3%	0.6%	2,692	-39.4%	$847K
AMDAdvanced Micro Devices Inc	0.3%	—	1,437	—	$835K
IWFIshares Russell 1000 Growth ETF	0.3%	0.3%	6,539	+321.9%	$812K
AMATApplied Matls Inc	0.3%	—	1,120	—	$810K
METAMeta Platforms Inc Class A	0.3%	0.3%	1,384	+11.1%	$780K

What Peachtree Investment Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard Info Tech+778.8% shares
IWF Ishares Russell 1000 Growth ETF+321.9% shares
IVV Ishares Core S&p 500 ETF+147.2% shares
VOO Vanguard S&p 500 ETF+42.2% shares
SPY Spdr S&p 500 ETF Tr+33.9% shares
CAT Caterpillar Inc Com+31.5% shares
GLW Corning Inc.+18.4% shares
ROST Ross Stores Inc.+13.8% shares

Reduced

SCHD Schwab Strategic Tr-58.7% shares
SYK Stryker Corporation-39.4% shares
COR Cencora Inc Com-34.1% shares
GE Ge Aerospace-22.2% shares
ABT Abbott Laboratories-20.8% shares
MCK Mckesson Corp Com-14.2% shares
PLTR Palantir Technologies Inclass Class A-12.2% shares
JNJ Johnson & Johnson-10.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.6% /yr; S&P 500 +20.1%
3 years: +18.1% /yr; S&P 500 +20.4%
5 years: +10.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$311.9M	143
Q1 2026	$262.4M	129
Q4 2025	$301.3M	127
Q3 2025	$288.4M	128
Q2 2025	$262.1M	126
Q1 2025	$253.1M	125
Q4 2024	$266.9M	114
Q3 2024	$265.9M	113
Q2 2024	$254.9M	97
Q1 2024	$247.4M	98
Q4 2023	$243.7M	104
Q3 2023	$195.9M	102

Questions about Peachtree Investment Partners, LLC's portfolio

What stocks does Peachtree Investment Partners, LLC own?

Peachtree Investment Partners, LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 143 positions worth $311.9M. The largest are Apple Inc (AAPL) at 13.2%, Lilly Eli & Co (LLY) at 8.4%, Vanguard S&p 500 ETF (VOO) at 8.1%, Microsoft Corp (MSFT) at 7.3% and Visa Inc Com Cl A (V) at 4.7%.

What did Peachtree Investment Partners, LLC buy last quarter?

In Q2 2026, Peachtree Investment Partners, LLC added Vanguard Info Tech (VGT) (+778.8% shares), Ishares Russell 1000 Growth ETF (IWF) (+321.9% shares) and Ishares Core S&p 500 ETF (IVV) (+147.2% shares), compared with its Q1 2026 filing.

What did Peachtree Investment Partners, LLC sell last quarter?

In Q2 2026, Peachtree Investment Partners, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 L3harris Technologies Inc (LHX), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Rollins Inc (ROL), cut from its top 50 Procter & Gamble Co Com (PG), Schwab Strategic Tr (SCHD) (-58.7% shares), Stryker Corporation (SYK) (-39.4% shares) and Cencora Inc Com (COR) (-34.1% shares), compared with its Q1 2026 filing.

How has Peachtree Investment Partners, LLC's portfolio performed?

A portfolio copying Peachtree Investment Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.6% against +20.1%. Over 5 years: +10.5% a year against +11.6%.

When is Peachtree Investment Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Peachtree Investment Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Peachtree Investment Partners, LLC manage?

Peachtree Investment Partners, LLC reported $335.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $311.9M.