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PIP

Peachtree Investment Partners Portfolio holdings

AUM $312M
1-Year Est. Return 27.01%
This Fund
S&P 500
This Quarter Est. Return
+9.33%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$262M
AUM Growth
+$8.98M
Cap. Flow
-$8.31M
Cap. Flow %
-3.17%
Top 10 Hldgs %
64.51%
Holding
135
New
10
Increased
50
Reduced
43
Closed
9

Top Buys

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.2M
2
PLTR icon
Palantir
PLTR
+$1.08M
3
NVDA icon
NVIDIA
NVDA
+$1.08M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$949K
5
AVGO icon
Broadcom
AVGO
+$804K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.41M
2
VFMV icon
Vanguard US Minimum Volatility ETF
VFMV
+$2.73M
3
MSFT icon
Microsoft
MSFT
+$2.21M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.12M
5
AAPL icon
Apple
AAPL
+$1.46M

Sector Composition

Rank Sector Weight
1 Technology 32.54%
2 Financials 15.1%
3 Healthcare 14.72%
4 Consumer Discretionary 11.33%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJT icon
101
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$68.9K 0.03%
518
+1
+0.2% +$125
VBR icon
102
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$61.6K 0.02%
316
– –
IWD icon
103
iShares Russell 1000 Value ETF
IWD
$83.9B
$51.6K 0.02%
266
+1
+0.4% +$185
IUSG icon
104
iShares Core S&P US Growth ETF
IUSG
$33.8B
$46K 0.02%
306
+200
+189% +$27.1K
IWM icon
105
iShares Russell 2000 ETF
IWM
$82.1B
$35.9K 0.01%
166
– –
IWB icon
106
iShares Russell 1000 ETF
IWB
$50.2B
$35.6K 0.01%
105
– –
IWS icon
107
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$25.4K 0.01%
192
+1
+0.5% +$125
VUG icon
108
Vanguard Morningstar Growth ETF
VUG
$229B
$21.9K 0.01%
300
– –
VB icon
109
Vanguard Morningstar Small-Cap ETF
VB
$83B
$21.4K 0.01%
90
+2
+2% +$446
SCHR
110
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$17.5K 0.01%
700
– –
SCHZ icon
111
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$15.1K 0.01%
650
– –
VPU
112
Vanguard Utilities ETF
VPU
$8.46B
$14.1K 0.01%
80
-20
-20% -$3.45K
IVE icon
113
iShares S&P 500 Value ETF
IVE
$50B
$11.4K ﹤0.01%
58
– –
SCHV
114
Schwab US Large-Cap Value ETF
SCHV
$16.2B
$10.9K ﹤0.01%
394
-3,497
-90% -$91.9K
BSV icon
115
Vanguard Short-Term Bond ETF
BSV
$45.6B
$10.7K ﹤0.01%
136
+5
+4% +$391
IWN icon
116
iShares Russell 2000 Value ETF
IWN
$14.6B
$10.7K ﹤0.01%
68
+1
+1% +$149
VHT icon
117
Vanguard Health Care ETF
VHT
$19B
$10.1K ﹤0.01%
41
– –
BNDW icon
118
Vanguard Total World Bond ETF
BNDW
$1.89B
$9.9K ﹤0.01%
143
+5
+4% +$344
SCYB icon
119
Schwab High Yield Bond ETF
SCYB
$2.75B
$8.75K ﹤0.01%
330
+6
+2% +$156
IJR icon
120
iShares Core S&P Small-Cap ETF
IJR
$112B
$7.32K ﹤0.01%
67
– –
SCHM icon
121
Schwab US Mid-Cap ETF
SCHM
$15.2B
$6.13K ﹤0.01%
219
+1
+0.5% +$26
VFH icon
122
Vanguard Financials ETF
VFH
$13.8B
$5.65K ﹤0.01%
44
– –
FNDX icon
123
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
$2.13K ﹤0.01%
87
+1
+1% +$23
FNDE icon
124
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.98B
$1.46K ﹤0.01%
44
– –
FNDA icon
125
Schwab Fundamental US Small Company Index ETF
FNDA
$9.38B
$1.32K ﹤0.01%
46
– –
2 3 4
5
6

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Peachtree Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Peachtree Investment Partners held 135 positions worth $262M, up 3.5% from $253M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Peachtree Investment Partners withdrew a net $8.31M in Q2 2025, closing 9 positions and reducing 43 holdings. Its most notable exit was State Street SPDR S&P 500 ETF Trust, an estimated $4.41M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Peachtree Investment Partners opened a new position in Invesco S&P 500 Momentum ETF worth $1.07M.

  • Peachtree Investment Partners's largest Q2 2025 buy was Invesco S&P 500 Momentum ETF: 9,505 shares worth $1.07M.
  • Peachtree Investment Partners added most to Schwab US Large- Cap ETF in Q2 2025, an estimated $1.2M increase.
  • Peachtree Investment Partners's biggest Q2 2025 reduction was Microsoft, cutting an estimated $2.21M.
  • Peachtree Investment Partners fully exited State Street SPDR S&P 500 ETF Trust in Q2 2025, selling an estimated $4.41M.
  • Peachtree Investment Partners's ten largest holdings make up 65% of its $262M portfolio in Q2 2025.
  • Peachtree Investment Partners opened 10 new positions and closed 9 in Q2 2025.
  • Peachtree Investment Partners's portfolio value rose 3.5% quarter-over-quarter to $262M.

Based on Peachtree Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.