Peachtree Investment Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), Peachtree Investment Partners, LLC reported 128 stock positions worth $288.4 million. Its top holding was Microsoft (MSFT) at 12.9% of the portfolio, followed by Apple (AAPL, 12.8%) and Vanguard S&P 500 ETF (VOO, 6.4%). Compared with Q2 2025, it opened 4 new positions, sold out of 2, added to 44 and reduced 54. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +39%) and the biggest sale Eli Lilly (LLY, shares −5%).

Most Recent 13F
Q2 2026
Location
INDIAN RIVER SHORES,, FL
CIK
0001743863
Portfolio Value
$288.4M (Q3 2025)
SEC Filing
0001398344-25-020071 ↗ filed Oct 31, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $247.4M Q1 2024 Q2 2024: $254.9M Q2 2024 Q3 2024: $265.9M Q3 2024 Q4 2024: $266.9M Q4 2024 Q1 2025: $253.1M Q1 2025 Q2 2025: $262.1M Q2 2025 Q3 2025: $288.4M $288.4M Q3 2025 Q4 2025: $301.3M Q4 2025 Q1 2026: $262.4M Q1 2026 Q2 2026: $311.9M Q2 2026

Holdings 128 stocks · $288.4M
MSFT Microsoft Corp. 12.91% 71,892 $37.2M Reduce -1.9%
AAPL Apple Inc. 12.77% 144,637 $36.8M Reduce -2.1%
VOO Vanguard S&P 500 ETF 6.44% 30,339 $18.6M Add +38.8%
LLY Eli Lilly & Co. 6.04% 22,822 $17.4M Reduce -5.4%
V Visa Inc. Class A 5.74% 48,489 $16.6M Reduce -2.5%
SCHG Schwab US Large-Cap Growth 4.87% 440,538 $14.1M Add +25.2%
HD Home Depot Inc. 4.47% 31,838 $12.9M Add +4.7%
COST Costco Wholesale Corp. 4.13% 12,884 $11.9M Reduce -3.6%
MCK McKesson Corp. 3.51% 13,109 $10.1M Reduce -7.6%
MA Mastercard Inc. Class A 2.92% 14,783 $8.4M Reduce -0.5%
JPM JPMorgan Chase & Co. 2.51% 22,966 $7.2M Add +2.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.47% 49,293 $7.1M Reduce -1.0%
NVDA Nvidia Corp. 2.46% 37,972 $7.1M Add +14.1%
AMZN Amazon.com Inc. 2.42% 31,848 $7.0M Add +5.5%
SCHX Schwab US Large-Cap ETF 2.35% 257,672 $6.8M Add +99.7%
PLTR Palantir Technologies Inc. Class A 1.51% 23,863 $4.4M Add +17.0%
ADP Automatic Data Processing 1.46% 14,382 $4.2M Reduce -5.2%
COR Cencora Inc. 1.19% 11,005 $3.4M Reduce -7.1%
NOC Northrop Grumman Corp. 1.04% 4,937 $3.0M Reduce -1.5%
BRK.B Berkshire Hathaway Inc. Class B 0.94% 5,385 $2.7M Reduce -23.4%
GOOGL Alphabet Inc. Class A 0.88% 10,401 $2.5M Add +66.1%
AVGO Broadcom Inc. 0.80% 7,010 $2.3M Add +89.3%
META Meta Platforms Inc. Class A 0.76% 2,983 $2.2M Add +30.3%
ACN Accenture PLC Class A 0.74% 8,685 $2.1M Reduce -17.8%
VGT Vanguard Info Tech ETF 0.72% 2,784 $2.1M Add +0.0%
GOOG Alphabet Inc. Class C 0.68% 8,056 $2.0M Add +62.1%
SCHB Schwab US Broad Market ETF 0.65% 72,838 $1.9M Reduce -0.2%
ABT Abbott Laboratories 0.63% 13,576 $1.8M Reduce -4.3%
SYK Stryker Corp. 0.55% 4,329 $1.6M Reduce -1.8%
JNJ Johnson & Johnson 0.48% 7,451 $1.4M Reduce -4.6%
MCD McDonald's Corp. 0.42% 3,994 $1.2M Reduce -10.8%
SPMO Invesco S&P 500 Momentum ETF 0.40% 9,585 $1.2M Add +0.8%
IVV iShares Core S&P 500 ETF 0.38% 1,635 $1.1M Add +85.2%
ROST Ross Stores Inc. 0.34% 6,524 $994K Reduce -2.1%
PG The Procter & Gamble Co. 0.33% 6,256 $961K Reduce -6.0%
MNST Monster Beverage Corp. 0.33% 14,078 $948K No change
GE General Electric filed as GE AEROSPACE 0.28% 2,730 $821K Add +39.0%
ROL Rollins Inc. 0.28% 13,580 $798K Reduce -14.7%
RSG Republic Services Inc. 0.27% 3,444 $790K Reduce -29.2%
KO The Coca-Cola Co. 0.27% 11,622 $771K Reduce -0.8%
IWF iShares Russell 1000 Growth 0.26% 1,572 $737K Add +11.7%
NKE Nike Inc. Class B 0.24% 9,770 $681K Reduce -2.6%
MAR Marriott International Class A 0.23% 2,555 $665K Reduce -2.6%
LHX L3HARRIS Technologies Inc. 0.22% 2,060 $629K Add +1.5%
WM Waste Management Inc. 0.22% 2,835 $626K Reduce -33.6%
COF Capital One Financial Corp. 0.21% 2,811 $598K No change
IJH iShares Core S&P Midcap ETF 0.20% 8,943 $584K Reduce -1.3%
WMT Walmart Inc. 0.20% 5,507 $568K Add +17.4%
TSLA Tesla Inc. 0.20% 1,266 $563K No change
NFLX Netflix Inc. 0.18% 434 $520K Reduce -12.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.18% 1,790 $505K Reduce -46.6%
QQQM Invesco Nasdaq 100 ETF 0.17% 2,000 $494K No change
CTAS Cintas Corp. 0.17% 2,387 $490K Reduce -1.7%
XOM Exxon Mobil Corp. 0.16% 4,109 $463K Reduce -2.1%
ABBV Abbvie Inc. 0.16% 1,951 $452K Reduce -10.6%
GS Goldman Sachs Group Inc. 0.16% 565 $450K Add +33.3%
AZO AutoZone Inc. 0.15% 103 $442K Add +2.0%
T AT&T Inc. 0.15% 15,177 $429K Reduce -2.9%
PEP Pepsico Inc. 0.15% 3,049 $428K Reduce -14.2%
IYY iShares Dow Jones U.S. ETF 0.13% 2,395 $389K Add +0.3%
FHN First Horizon Corp. 0.13% 17,189 $389K Reduce -31.3%
ETN Eaton Corp. PLC 0.13% 1,038 $388K Reduce -8.9%
AXP American Express Co. 0.13% 1,140 $379K Reduce -0.3%
ORCL Oracle Corp. 0.13% 1,300 $366K New
SSB Southstate Bank Corp. 0.12% 3,575 $353K No change
DUK Duke Energy Corp. 0.12% 2,798 $346K Add +0.1%
HON Honeywell International Inc. 0.12% 1,593 $335K Reduce -0.1%
LMT Lockheed Martin Corp. 0.11% 661 $330K Reduce -9.6%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.11% 814 $327K No change
ICE Intercontinental Exchange Inc. 0.11% 1,883 $317K Add +22.9%
VTI VG Morningstar TS MKT ETF-US 0.11% 951 $312K Reduce -69.4%
MRK Merck & Co. Inc. 0.11% 3,611 $303K Reduce -9.0%
NSC Norfolk Southern Corp. 0.10% 1,004 $302K Add +0.4%
WPC WP Carey Inc. 0.10% 4,218 $285K Add +0.9%
VTC Vanguard Total Corporate BND 0.10% 3,632 $285K No change
MO Altria Group Inc. 0.10% 4,265 $282K Reduce -15.3%
TFC Truist Financial Corp. 0.10% 6,109 $279K Reduce -2.2%
SCHD Schwab US DVD Equity ETF 0.10% 10,149 $277K Add +0.9%
IYW iShares Ustechnology ETF 0.10% 1,407 $276K No change
ED Consolidated Edison Inc. 0.09% 2,715 $273K Reduce -0.6%
YUM Yum! Brands Inc. 0.09% 1,753 $266K Reduce -10.5%
IWY iShares Russell Top 200 Grow 0.09% 950 $260K No change
CMCSA Comcast Corp. Class A 0.09% 8,200 $258K Add +0.9%
LOW Lowe's Cos Inc. 0.09% 1,021 $256K Add +0.4%
CAT Caterpillar Inc. 0.09% 532 $254K New
DHR Danaher Corp. 0.08% 1,234 $245K Reduce -2.0%
VYM Vanguard High DVD Yield ETF 0.08% 1,641 $231K Add +0.4%
TXN Texas Instruments Inc. 0.08% 1,243 $228K Add +0.6%
TRV The Travelers Cos Inc. 0.08% 807 $225K Reduce -27.8%
CB Chubb Ltd. 0.08% 787 $222K Reduce -55.2%
BND Vanguard Total Bond Market 0.08% 2,920 $217K Reduce -6.1%
ATO Atmos Energy Corp. 0.08% 1,270 $217K Reduce -7.1%
WFC Wells Fargo & Co. 0.07% 2,515 $211K No change
MDLZ Mondelez International Inc. Class A 0.07% 3,297 $206K Reduce -3.8%
PH Parker Hannifin Corp. 0.07% 269 $204K New
SCHK Schwab 1000 Index ETF 0.06% 5,218 $168K Add +0.3%
IWO iShares Russell 2000 Growth 0.05% 491 $157K Reduce -0.2%
SCHF Schwab Intl Equity ETF 0.05% 6,559 $153K No change
IJK iShares S&P Mid-Cap 400 Grow 0.05% 1,514 $145K Add +0.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.03% 428 $80K Add +0.5%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.03% 423 $74K Add +0.2%
IJT iShares S&P Small-Cap 600 GR 0.03% 519 $73K Add +0.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.02% 317 $66K Add +0.3%
IUSG iShares Core S&P U.S. Growth 0.02% 306 $50K No change
IWD iShares Russell 1000 Value E 0.02% 241 $49K Reduce -9.4%
VONG Vanguard Russell 1000 Growth 0.02% 363 $44K New
IWM iShares Russell 2000 ETF 0.01% 167 $40K Add +0.6%
IWB iShares Russell 1000 ETF 0.01% 105 $38K No change
IWS iShares Russell Mid-Cap Valu 0.01% 193 $27K Add +0.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 50 $24K No change
VB Vanguard Most SM-Cap ETF-Usd 0.01% 92 $24K Add +2.2%
SCHR Schwab Intermediate-Term US 0.01% 700 $18K No change
SCHZ Schwab US Aggregate Bond ETF 0.01% 650 $15K No change
IVE iShares S&P 500 Value ETF 0.00% 58 $12K No change
IWN iShares Russell 2000 Value E 0.00% 68 $12K No change
SCHV Schwab US Large-Cap Value 0.00% 396 $12K Add +0.5%
BSV Vanguard Short-Term Bond ETF 0.00% 141 $11K Add +3.7%
VHT Vanguard Health Care ETF 0.00% 41 $11K No change
BNDW Vanguard Total World Bond Et 0.00% 148 $10K Add +3.5%
VPU Vanguard Utilities ETF 0.00% 50 $9K Reduce -37.5%
SCYB Schwab High Yield Bond ETF 0.00% 336 $9K Add +1.8%
IJR iShares Core S&P Small-Cap E 0.00% 67 $8K No change
SCHM Schwab US Mid Cap ETF 0.00% 219 $6K No change
VFH Vanguard Financials ETF 0.00% 44 $6K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.00% 87 $2K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.00% 44 $2K No change
FNDA Schwab Fndmntl US SM Co. ETF 0.00% 46 $1K No change
SCHH Schwab US REIT ETF 0.00% 15 $330 No change

Portfolio Sells Q2 2025 → Q3 2025
LLY Eli Lilly & Co. Reduce -5.4% 6.04% −1.14
MSFT Microsoft Corp. Reduce -1.9% 12.91% −1.00
V Visa Inc. Class A Reduce -2.5% 5.74% −1.00
COST Costco Wholesale Corp. Reduce -3.6% 4.13% −0.91
ACN Accenture PLC Class A Reduce -17.8% 0.74% −0.46
MCK McKesson Corp. Reduce -7.6% 3.51% −0.46
BRK.B Berkshire Hathaway Inc. Class B Reduce -23.4% 0.94% −0.36
ADP Automatic Data Processing Reduce -5.2% 1.46% −0.32
MA Mastercard Inc. Class A Reduce -0.5% 2.92% −0.27
VTI VG Morningstar TS MKT ETF-US Reduce -69.4% 0.11% −0.25
IBM Intl Business Machines Corp. Reduce -46.6% 0.18% −0.20
RSG Republic Services Inc. Reduce -29.2% 0.27% −0.18
COR Cencora Inc. Reduce -7.1% 1.19% −0.16
WM Waste Management Inc. Reduce -33.6% 0.22% −0.16
SAP Sap SE-Sponsored ADR Sold out 0.00% −0.14
CB Chubb Ltd. Reduce -55.2% 0.08% −0.12
PM Philip Morris International Sold out 0.00% −0.11
SYK Stryker Corp. Reduce -1.8% 0.55% −0.11
ABT Abbott Laboratories Reduce -4.3% 0.63% −0.11
MCD McDonald's Corp. Reduce -10.8% 0.42% −0.08
NFLX Netflix Inc. Reduce -12.2% 0.18% −0.07
PG The Procter & Gamble Co. Reduce -6.0% 0.33% −0.07
FHN First Horizon Corp. Reduce -31.3% 0.13% −0.07
ROL Rollins Inc. Reduce -14.7% 0.28% −0.07
KO The Coca-Cola Co. Reduce -0.8% 0.27% −0.05
MAR Marriott International Class A Reduce -2.6% 0.23% −0.04
CTAS Cintas Corp. Reduce -1.7% 0.17% −0.04
TRV The Travelers Cos Inc. Reduce -27.8% 0.08% −0.04
NKE Nike Inc. Class B Reduce -2.6% 0.24% −0.04
PEP Pepsico Inc. Reduce -14.2% 0.15% −0.03
HON Honeywell International Inc. Reduce -0.1% 0.12% −0.03
T AT&T Inc. Reduce -2.9% 0.15% −0.02
ETN Eaton Corp. PLC Reduce -8.9% 0.13% −0.02
YUM Yum! Brands Inc. Reduce -10.5% 0.09% −0.02
MDLZ Mondelez International Inc. Class A Reduce -3.8% 0.07% −0.02
MO Altria Group Inc. Reduce -15.3% 0.10% −0.01
MRK Merck & Co. Inc. Reduce -9.0% 0.11% −0.01
LMT Lockheed Martin Corp. Reduce -9.6% 0.11% −0.01
SCHB Schwab US Broad Market ETF Reduce -0.2% 0.65% −0.01
IJH iShares Core S&P Midcap ETF Reduce -1.3% 0.20% −0.01
BND Vanguard Total Bond Market Reduce -6.1% 0.08% −0.01
XOM Exxon Mobil Corp. Reduce -2.1% 0.16% −0.01
ED Consolidated Edison Inc. Reduce -0.6% 0.09% −0.01
DHR Danaher Corp. Reduce -2.0% 0.08% −0.01
AXP American Express Co. Reduce -0.3% 0.13% −0.01
TFC Truist Financial Corp. Reduce -2.2% 0.10% −0.01
ATO Atmos Energy Corp. Reduce -7.1% 0.08% −0.01
IWD iShares Russell 1000 Value E Reduce -9.4% 0.02% −0.00
VPU Vanguard Utilities ETF Reduce -37.5% 0.00% −0.00
IWO iShares Russell 2000 Growth Reduce -0.2% 0.05% +0.00

Portfolio Buys Q2 2025 → Q3 2025
VOO Vanguard S&P 500 ETF Add +38.8% 6.44% +1.70
SCHX Schwab US Large-Cap ETF Add +99.7% 2.35% +1.15
SCHG Schwab US Large-Cap Growth Add +25.2% 4.87% +0.95
GOOGL Alphabet Inc. Class A Add +66.1% 0.88% +0.46
NVDA Nvidia Corp. Add +14.1% 2.46% +0.45
PLTR Palantir Technologies Inc. Class A Add +17.0% 1.51% +0.45
AVGO Broadcom Inc. Add +89.3% 0.80% +0.41
GOOG Alphabet Inc. Class C Add +62.1% 0.68% +0.34
HD Home Depot Inc. Add +4.7% 4.47% +0.22
IVV iShares Core S&P 500 ETF Add +85.2% 0.38% +0.17
ORCL Oracle Corp. New 0.13% +0.13
META Meta Platforms Inc. Class A Add +30.3% 0.76% +0.12
GE General Electric Add +39.0% 0.28% +0.09
CAT Caterpillar Inc. New 0.09% +0.09
PH Parker Hannifin Corp. New 0.07% +0.07
JPM JPMorgan Chase & Co. Add +2.9% 2.51% +0.04
GS Goldman Sachs Group Inc. Add +33.3% 0.16% +0.04
IWF iShares Russell 1000 Growth Add +11.7% 0.26% +0.03
LHX L3HARRIS Technologies Inc. Add +1.5% 0.22% +0.02
WMT Walmart Inc. Add +17.4% 0.20% +0.02
VGT Vanguard Info Tech ETF Add +0.0% 0.72% +0.02
VONG Vanguard Russell 1000 Growth New 0.02% +0.02
AZO AutoZone Inc. Add +2.0% 0.15% +0.01
NSC Norfolk Southern Corp. Add +0.4% 0.10% +0.01
LOW Lowe's Cos Inc. Add +0.4% 0.09% +0.00
ICE Intercontinental Exchange Inc. Add +22.9% 0.11% +0.00
IWM iShares Russell 2000 ETF Add +0.6% 0.01% +0.00
VB Vanguard Most SM-Cap ETF-Usd Add +2.2% 0.01% 0.00
SCHV Schwab US Large-Cap Value Add +0.5% 0.00% −0.00
SCYB Schwab High Yield Bond ETF Add +1.8% 0.00% −0.00
BSV Vanguard Short-Term Bond ETF Add +3.7% 0.00% −0.00
BNDW Vanguard Total World Bond Et Add +3.5% 0.00% −0.00
IWS iShares Russell Mid-Cap Valu Add +0.5% 0.01% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.3% 0.02% −0.00
WPC WP Carey Inc. Add +0.9% 0.10% −0.00
IJT iShares S&P Small-Cap 600 GR Add +0.2% 0.03% −0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +0.2% 0.03% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +0.5% 0.03% −0.00
SCHK Schwab 1000 Index ETF Add +0.3% 0.06% −0.00
IJK iShares S&P Mid-Cap 400 Grow Add +0.1% 0.05% −0.00
IYY iShares Dow Jones U.S. ETF Add +0.3% 0.13% −0.00
VYM Vanguard High DVD Yield ETF Add +0.4% 0.08% −0.00
SPMO Invesco S&P 500 Momentum ETF Add +0.8% 0.40% −0.01
SCHD Schwab US DVD Equity ETF Add +0.9% 0.10% −0.01
DUK Duke Energy Corp. Add +0.1% 0.12% −0.01
TXN Texas Instruments Inc. Add +0.6% 0.08% −0.02
CMCSA Comcast Corp. Class A Add +0.9% 0.09% −0.02
AMZN Amazon.com Inc. Add +5.5% 2.42% −0.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 143$311.9MAAPL, LLY, VOO, MSFT, V
Q1 2026 129$262.4MAAPL, MSFT, LLY, VOO, V
Q4 2025 127$301.3MAAPL, MSFT, LLY, VOO, V
Q3 2025 128$288.4MMSFT, AAPL, VOO, LLY, V
Q2 2025 126$262.1MMSFT, AAPL, LLY, V, COST
Q1 2025 125$253.1MAAPL, MSFT, LLY, V, COST
Q4 2024 114$266.9MAAPL, MSFT, LLY, VOO, V
Q3 2024 113$265.9MAAPL, MSFT, LLY, VOO, V
Q2 2024 97$254.9MMSFT, AAPL, LLY, VOO, V
Q1 2024 97$247.4MMSFT, AAPL, LLY, VOO, V