Peachtree Investment Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Peachtree Investment Partners, LLC reported 129 stock positions worth $262.4 million. Its top holding was Apple (AAPL) at 13.6% of the portfolio, followed by Microsoft (MSFT, 9.0%) and Eli Lilly (LLY, 7.6%). Compared with Q4 2025, it opened 9 new positions, sold out of 7, added to 47 and reduced 50. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +1893%) and the biggest sale Microsoft (MSFT, shares −8%).

Most Recent 13F
Q2 2026
Location
INDIAN RIVER SHORES,, FL
CIK
0001743863
Portfolio Value
$262.4M (Q1 2026)
SEC Filing
0001398344-26-008727 ↗ filed May 8, 2026

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 Q3 2025 Q4 2025: $301.3M Q4 2025 Q1 2026: $262.4M $262.4M Q1 2026 Q2 2026: $311.9M Q2 2026

Holdings 129 stocks · $262.4M
AAPL Apple Inc. 13.56% 140,163 $35.6M Reduce -2.4%
MSFT Microsoft Corp. 9.01% 63,849 $23.6M Reduce -7.7%
LLY Eli Lilly & Co. 7.63% 21,778 $20.0M Reduce -4.0%
VOO Vanguard S&P 500 ETF 5.91% 25,971 $15.5M Reduce -14.1%
V Visa Inc. Class A 5.04% 43,749 $13.2M Reduce -7.0%
COST Costco Wholesale Corp. 4.38% 11,529 $11.5M Reduce -5.0%
MCK McKesson Corp. 4.35% 13,203 $11.4M Reduce -3.1%
HD Home Depot Inc. 3.65% 29,127 $9.6M Reduce -4.2%
SCHG Schwab US Large-Cap Growth 3.21% 288,889 $8.4M Reduce -38.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.03% 49,811 $8.0M Reduce -1.2%
NVDA Nvidia Corp. 2.59% 38,897 $6.8M Add +0.2%
MA Mastercard Inc. Class A 2.51% 13,185 $6.6M Reduce -7.4%
JPM JPMorgan Chase & Co. 2.49% 22,252 $6.5M Reduce -3.2%
AMZN Amazon.com Inc. 2.30% 28,991 $6.0M Reduce -8.9%
SCHD Schwab US DVD Equity ETF 2.04% 174,877 $5.4M Add +1893.3%
SPY SS SPDR S&P 500 ETF Trust-US 1.77% 7,145 $4.6M Reduce -1.4%
SCHX Schwab US Large-Cap ETF 1.46% 149,708 $3.8M Reduce -60.5%
COR Cencora Inc. 1.42% 11,822 $3.7M Reduce -2.4%
GOOGL Alphabet Inc. Class A 1.30% 11,869 $3.4M Reduce -4.7%
NOC Northrop Grumman Corp. 1.28% 4,911 $3.4M Add +6.7%
SCHB Schwab US Broad Market ETF 1.11% 115,637 $2.9M Add +52.3%
GOOG Alphabet Inc. Class C 0.95% 8,730 $2.5M Reduce -4.6%
JNJ Johnson & Johnson 0.93% 10,002 $2.4M Add +9.2%
BRK.B Berkshire Hathaway Inc. Class B 0.83% 4,570 $2.2M Reduce -5.4%
ADP Automatic Data Processing 0.80% 10,350 $2.1M Reduce -7.9%
AVGO Broadcom Inc. 0.72% 6,100 $1.9M Reduce -19.6%
VGT Vanguard Info Tech ETF 0.68% 2,538 $1.8M Reduce -6.6%
ROST Ross Stores Inc. 0.63% 7,593 $1.6M Add +6.7%
PLTR Palantir Technologies Inc. Class A 0.62% 11,054 $1.6M Reduce -45.0%
KMB Kimberly-Clark Corp. 0.59% 15,987 $1.5M New
ACN Accenture PLC Class A 0.57% 7,537 $1.5M Reduce -3.0%
SYK Stryker Corp. 0.56% 4,444 $1.5M Add +1.3%
ABT Abbott Laboratories 0.51% 13,127 $1.3M Reduce -2.9%
MCD McDonald's Corp. 0.49% 4,133 $1.3M Add +1.2%
XOM Exxon Mobil Corp. 0.47% 7,245 $1.2M Add +89.1%
SPMO Invesco S&P 500 Momentum ETF 0.43% 10,027 $1.1M Add +4.6%
GLW Corning Inc. 0.43% 8,265 $1.1M Add +110.9%
LHX L3HARRIS Technologies Inc. 0.38% 2,863 $988K Add +41.9%
IVV iShares Core S&P 500 ETF 0.37% 1,491 $974K Add +31.1%
WMT Walmart Inc. 0.32% 6,820 $848K Add +13.6%
GE General Electric filed as GE AEROSPACE 0.32% 2,973 $844K Reduce -8.8%
MAR Marriott International Class A 0.30% 2,436 $797K Add +1.6%
KO The Coca-Cola Co. 0.30% 10,451 $795K Add +8.3%
ROL Rollins Inc. 0.30% 14,699 $785K Reduce -26.2%
CAT Caterpillar Inc. 0.29% 1,060 $751K Add +2.3%
PG The Procter & Gamble Co. 0.28% 5,145 $743K Reduce -8.2%
META Meta Platforms Inc. Class A 0.27% 1,246 $713K Reduce -36.9%
GS Goldman Sachs Group Inc. 0.26% 800 $677K Reduce -32.7%
IWF iShares Russell 1000 Growth 0.25% 1,550 $661K Reduce -1.5%
IJH iShares Core S&P Midcap ETF 0.23% 8,804 $595K Reduce -1.4%
LMT Lockheed Martin Corp. 0.21% 911 $551K Add +37.2%
GEV GE Vernova Inc. 0.21% 618 $540K Add +48.6%
COF Capital One Financial Corp. 0.19% 2,789 $509K Reduce -17.9%
NKE Nike Inc. Class B 0.19% 9,299 $491K Reduce -0.7%
TSLA Tesla Inc. 0.18% 1,261 $469K Reduce -0.8%
CVX Chevron Corp. 0.17% 2,179 $451K New
PEP Pepsico Inc. 0.16% 2,763 $429K Reduce -0.4%
ABBV Abbvie Inc. 0.16% 1,951 $424K Reduce -8.2%
QQQM Invesco Nasdaq 100 ETF 0.16% 1,750 $416K No change
HON Honeywell International Inc. 0.16% 1,801 $407K Add +17.3%
FHN First Horizon Corp. 0.15% 17,189 $391K No change
DUK Duke Energy Corp. 0.14% 2,899 $380K Add +4.0%
GLD SPDR Gold Shares 0.14% 873 $376K Add +14.0%
ETN Eaton Corp. PLC 0.14% 1,003 $359K Add +3.1%
AXP American Express Co. 0.13% 1,162 $352K Reduce -22.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 1,420 $344K Reduce -43.8%
CB Chubb Ltd. 0.13% 1,017 $332K Add +51.3%
SSB Southstate Bank Corp. 0.13% 3,575 $331K No change
MO Altria Group Inc. 0.11% 4,560 $301K Add +1.0%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.11% 814 $299K No change
ED Consolidated Edison Inc. 0.11% 2,637 $299K Add +0.4%
IYY iShares Dow Jones U.S. ETF 0.11% 1,859 $295K Reduce -22.6%
VTI VG Morningstar TS MKT ETF-US 0.11% 901 $289K Reduce -1.7%
NSC Norfolk Southern Corp. 0.11% 995 $286K Reduce -1.2%
VTC Vanguard Total Corporate BND 0.11% 3,632 $279K No change
TFC Truist Financial Corp. 0.11% 6,049 $278K Add +1.0%
YUM Yum! Brands Inc. 0.10% 1,759 $273K Add +0.3%
CTAS Cintas Corp. 0.10% 1,560 $264K Reduce -8.2%
ATO Atmos Energy Corp. 0.10% 1,417 $262K Add +16.7%
HWM Howmet Aerospace Inc. 0.10% 1,123 $259K New
TXN Texas Instruments Inc. 0.09% 1,278 $248K Add +2.2%
VYM Vanguard High DVD Yield ETF 0.09% 1,655 $245K Add +0.4%
LOW Lowe's Cos Inc. 0.09% 1,028 $243K Add +0.3%
CMCSA Comcast Corp. Class A 0.09% 8,335 $239K Add +2.4%
MRK Merck & Co. Inc. 0.09% 1,981 $238K Reduce -0.4%
TRV The Travelers Cos Inc. 0.09% 809 $236K Add +3.3%
T AT&T Inc. 0.08% 7,602 $220K New
RTX RTX Corp. 0.08% 1,138 $220K New
TSM Taiwan Semiconductor-SP ADR 0.08% 649 $219K New
DHR Danaher Corp. 0.08% 1,153 $219K Add +1.8%
BND Vanguard Total Bond Market 0.08% 2,920 $215K No change
AMGN Amgen Inc. 0.08% 592 $208K Reduce -6.3%
WFC Wells Fargo & Co. 0.08% 2,565 $204K No change
SCHK Schwab 1000 Index ETF 0.06% 5,248 $164K Add +0.3%
IJK iShares S&P Mid-Cap 400 Grow 0.06% 1,496 $151K Add +0.1%
IYW iShares Ustechnology ETF 0.06% 804 $146K Reduce -42.9%
IWO iShares Russell 2000 Growth 0.05% 428 $134K Reduce -10.7%
SCHF Schwab Intl Equity ETF 0.05% 5,277 $131K Reduce -20.8%
VDE Vanguard Energy ETF 0.04% 656 $113K New
SCHV Schwab US Large-Cap Value 0.03% 2,900 $88K Add +628.6%
IJT iShares S&P Small-Cap 600 GR 0.03% 521 $75K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.03% 371 $68K Add +0.3%
IUSG iShares Core S&P U.S. Growth 0.02% 306 $47K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.02% 206 $45K Reduce -35.6%
IWM iShares Russell 2000 ETF 0.02% 168 $42K Add +0.6%
IWD iShares Russell 1000 Value E 0.02% 192 $41K Add +0.5%
VONG Vanguard Russell 1000 Growth 0.02% 363 $40K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.01% 194 $38K Add +1.0%
IWS iShares Russell Mid-Cap Valu 0.01% 194 $28K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 50 $22K No change
SCHR Schwab Intermediate-Term US 0.01% 700 $17K No change
TLT iShares 20+ Year Treasury BD 0.01% 200 $17K No change
IWB iShares Russell 1000 ETF 0.01% 43 $15K Reduce -59.0%
SCHZ Schwab US Aggregate Bond ETF 0.01% 650 $15K No change
IWN iShares Russell 2000 Value E 0.00% 68 $13K No change
IVE iShares S&P 500 Value ETF 0.00% 59 $12K No change
BSV Vanguard Short-Term Bond ETF 0.00% 151 $12K Add +3.4%
VB Vanguard Most SM-Cap ETF-Usd 0.00% 97 $12K Add +2.1%
VHT Vanguard Health Care ETF 0.00% 41 $11K No change
BNDW Vanguard Total World Bond Et 0.00% 160 $11K Add +3.2%
SCHM Schwab US Mid Cap ETF 0.00% 345 $11K Add +56.8%
SCYB Schwab High Yield Bond ETF 0.00% 347 $9K Add +1.2%
IJR iShares Core S&P Small-Cap E 0.00% 67 $8K No change
VPU Vanguard Utilities ETF 0.00% 30 $6K No change
VYMI Vanguard Int High DVD YLD Inc. 0.00% 50 $5K New
SCHA Schwab US Small-Cap ETF 0.00% 150 $4K New
FNDX Schwab Fndmntl US LRG Co. ETF 0.00% 88 $2K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.00% 46 $2K No change
FNDA Schwab Fndmntl US SM Co. ETF 0.00% 47 $2K No change

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -7.7% 9.01% −2.10
SCHX Schwab US Large-Cap ETF Reduce -60.5% 1.46% −1.92
SCHG Schwab US Large-Cap Growth Reduce -38.3% 3.21% −1.86
PLTR Palantir Technologies Inc. Class A Reduce -45.0% 0.62% −0.57
LLY Eli Lilly & Co. Reduce -4.0% 7.63% −0.46
V Visa Inc. Class A Reduce -7.0% 5.04% −0.43
VOO Vanguard S&P 500 ETF Reduce -14.1% 5.91% −0.38
MNST Monster Beverage Corp. Sold out 0.00% −0.36
MA Mastercard Inc. Class A Reduce -7.4% 2.51% −0.19
META Meta Platforms Inc. Class A Reduce -36.9% 0.27% −0.16
ADP Automatic Data Processing Reduce -7.9% 0.80% −0.16
AVGO Broadcom Inc. Reduce -19.6% 0.72% −0.15
C Citigroup Inc. Sold out 0.00% −0.14
AMZN Amazon.com Inc. Reduce -8.9% 2.30% −0.14
ACN Accenture PLC Class A Reduce -3.0% 0.57% −0.12
IBM Intl Business Machines Corp. Reduce -43.8% 0.13% −0.12
ROL Rollins Inc. Reduce -26.2% 0.30% −0.10
GS Goldman Sachs Group Inc. Reduce -32.7% 0.26% −0.09
IWY iShares Russell Top 200 Grow Sold out 0.00% −0.09
COF Capital One Financial Corp. Reduce -17.9% 0.19% −0.08
RSG Republic Services Inc. Sold out 0.00% −0.07
WM Waste Management Inc. Sold out 0.00% −0.07
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.07
AXP American Express Co. Reduce -22.4% 0.13% −0.05
ABT Abbott Laboratories Reduce -2.9% 0.51% −0.05
IYW iShares Ustechnology ETF Reduce -42.9% 0.06% −0.04
IYY iShares Dow Jones U.S. ETF Reduce -22.6% 0.11% −0.02
GE General Electric Reduce -8.8% 0.32% −0.01
TSLA Tesla Inc. Reduce -0.8% 0.18% −0.01
NKE Nike Inc. Class B Reduce -0.7% 0.19% −0.01
IWB iShares Russell 1000 ETF Reduce -59.0% 0.01% −0.01
CTAS Cintas Corp. Reduce -8.2% 0.10% −0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -35.6% 0.02% −0.01
VGT Vanguard Info Tech ETF Reduce -6.6% 0.68% −0.01
SCHF Schwab Intl Equity ETF Reduce -20.8% 0.05% −0.00
VFH Vanguard Financials ETF Sold out 0.00% −0.00
IWO iShares Russell 2000 Growth Reduce -10.7% 0.05% −0.00
ABBV Abbvie Inc. Reduce -8.2% 0.16% +0.00
GOOG Alphabet Inc. Class C Reduce -4.6% 0.95% +0.00
IWF iShares Russell 1000 Growth Reduce -1.5% 0.25% +0.00
GOOGL Alphabet Inc. Class A Reduce -4.7% 1.30% +0.01
VTI VG Morningstar TS MKT ETF-US Reduce -1.7% 0.11% +0.01
AMGN Amgen Inc. Reduce -6.3% 0.08% +0.01
NSC Norfolk Southern Corp. Reduce -1.2% 0.11% +0.01
PG The Procter & Gamble Co. Reduce -8.2% 0.28% +0.02
MRK Merck & Co. Inc. Reduce -0.4% 0.09% +0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -5.4% 0.83% +0.03
IJH iShares Core S&P Midcap ETF Reduce -1.4% 0.23% +0.03
PEP Pepsico Inc. Reduce -0.4% 0.16% +0.03
JPM JPMorgan Chase & Co. Reduce -3.2% 2.49% +0.04

Portfolio Buys Q4 2025 → Q1 2026
SCHD Schwab US DVD Equity ETF Add +1893.3% 2.04% +1.96
KMB Kimberly-Clark Corp. New 0.59% +0.59
SCHB Schwab US Broad Market ETF Add +52.3% 1.11% +0.45
NOC Northrop Grumman Corp. Add +6.7% 1.28% +0.41
XOM Exxon Mobil Corp. Add +89.1% 0.47% +0.32
GLW Corning Inc. Add +110.9% 0.43% +0.31
JNJ Johnson & Johnson Add +9.2% 0.93% +0.30
ROST Ross Stores Inc. Add +6.7% 0.63% +0.20
NVDA Nvidia Corp. Add +0.2% 2.59% +0.18
LHX L3HARRIS Technologies Inc. Add +41.9% 0.38% +0.18
CVX Chevron Corp. New 0.17% +0.17
GEV GE Vernova Inc. Add +48.6% 0.21% +0.12
IVV iShares Core S&P 500 ETF Add +31.1% 0.37% +0.11
LMT Lockheed Martin Corp. Add +37.2% 0.21% +0.10
WMT Walmart Inc. Add +13.6% 0.32% +0.10
HWM Howmet Aerospace Inc. New 0.10% +0.10
CAT Caterpillar Inc. Add +2.3% 0.29% +0.09
T AT&T Inc. New 0.08% +0.08
RTX RTX Corp. New 0.08% +0.08
TSM Taiwan Semiconductor-SP ADR New 0.08% +0.08
KO The Coca-Cola Co. Add +8.3% 0.30% +0.08
MCD McDonald's Corp. Add +1.2% 0.49% +0.08
CB Chubb Ltd. Add +51.3% 0.13% +0.06
MAR Marriott International Class A Add +1.6% 0.30% +0.06
HON Honeywell International Inc. Add +17.3% 0.16% +0.06
SPMO Invesco S&P 500 Momentum ETF Add +4.6% 0.43% +0.05
SYK Stryker Corp. Add +1.3% 0.56% +0.04
VDE Vanguard Energy ETF New 0.04% +0.04
GLD SPDR Gold Shares Add +14.0% 0.14% +0.04
DUK Duke Energy Corp. Add +4.0% 0.14% +0.04
ETN Eaton Corp. PLC Add +3.1% 0.14% +0.03
ATO Atmos Energy Corp. Add +16.7% 0.10% +0.03
SCHV Schwab US Large-Cap Value Add +628.6% 0.03% +0.03
MO Altria Group Inc. Add +1.0% 0.11% +0.03
ED Consolidated Edison Inc. Add +0.4% 0.11% +0.03
TXN Texas Instruments Inc. Add +2.2% 0.09% +0.02
YUM Yum! Brands Inc. Add +0.3% 0.10% +0.02
VYM Vanguard High DVD Yield ETF Add +0.4% 0.09% +0.01
TRV The Travelers Cos Inc. Add +3.3% 0.09% +0.01
LOW Lowe's Cos Inc. Add +0.3% 0.09% +0.01
CMCSA Comcast Corp. Class A Add +2.4% 0.09% +0.01
IJK iShares S&P Mid-Cap 400 Grow Add +0.1% 0.06% +0.01
TFC Truist Financial Corp. Add +1.0% 0.11% +0.01
SCHK Schwab 1000 Index ETF Add +0.3% 0.06% +0.01
VOE Vngrd Mrngstr MD-Cap Val ETF Add +0.3% 0.03% +0.00
BSV Vanguard Short-Term Bond ETF Add +3.4% 0.00% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +1.0% 0.01% +0.00
IWD iShares Russell 1000 Value E Add +0.5% 0.02% +0.00
IWM iShares Russell 2000 ETF Add +0.6% 0.02% +0.00
SCHM Schwab US Mid Cap ETF Add +56.8% 0.00% +0.00

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