# EDGAR Filing Document

**Accession Number:** 0001743863
**File Stem:** 0001398344-25-015011
**Filing Date:** 2025-8
**Character Count:** 15966
**Document Hash:** bd6fe1c60fef6a557dce31c52c7cbc80
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-25-015011.hdr.sgml**: 20250812

**ACCESSION NUMBER**: 0001398344-25-015011

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250812

**DATE AS OF CHANGE**: 20250812

**EFFECTIVENESS DATE**: 20250812

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Peachtree Investment Partners, LLC
- **CENTRAL INDEX KEY:** 0001743863

**ORGANIZATION NAME:**
- **EIN:** 205947483
- **STATE OF INCORPORATION:** GA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19422
- **FILM NUMBER:** 251204741

**BUSINESS ADDRESS:**
- **STREET 1:** 6001 FLORIDA HIGHWAY A1A
- **STREET 2:** P.O. BOX #8181
- **CITY:** INDIAN RIVER SHORES,
- **STATE:** FL
- **ZIP:** 32963
- **BUSINESS PHONE:** (404) 226-2728

**MAIL ADDRESS:**
- **STREET 1:** 6001 FLORIDA HIGHWAY A1A
- **STREET 2:** P.O. BOX #8181
- **CITY:** INDIAN RIVER SHORES,
- **STATE:** FL
- **ZIP:** 32963

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Peachtree Investment Partners LLC<br>**Address:** 6001 FLORIDA HIGHWAY A1A<br>P.O. BOX #8181<br>INDIAN RIVER SHORES, FL 32963

**Form 13F File Number:** 028-19422

**CRD Number (if applicable):** 000142839

**SEC File Number (if applicable):** 801-112764

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Garry K. Schaefer<br>**Title:** Managing Partner<br>**Phone:** 404-478-3333

**Signature, Place, and Date of Signing:**

/s/ Garry K. Schaefer  Atlanta, GA  08-11-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 126

**Form 13F Information Table Value Total:** $262081849

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AT INC | COM | 00206R102 |  | 452219 | 15626 | SH |  | SOLE |  | 0 | 0 | 15626 |
| ABBOTT LABS | COM | 002824100 |  | 1928458 | 14179 | SH |  | SOLE |  | 0 | 0 | 14179 |
| ABBVIE INC | COM | 00287Y109 |  | 405033 | 2182 | SH |  | SOLE |  | 0 | 0 | 2182 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 3156330 | 10560 | SH |  | SOLE |  | 0 | 0 | 10560 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1103321 | 6261 | SH |  | SOLE |  | 0 | 0 | 6261 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 881638 | 4970 | SH |  | SOLE |  | 0 | 0 | 4970 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 295226 | 5035 | SH |  | SOLE |  | 0 | 0 | 5035 |
| AMAZON COM INC | COM | 023135106 |  | 6625584 | 30200 | SH |  | SOLE |  | 0 | 0 | 30200 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 364992 | 1144 | SH |  | SOLE |  | 0 | 0 | 1144 |
| CENCORA INC | COM | 03073E105 |  | 3550716 | 11842 | SH |  | SOLE |  | 0 | 0 | 11842 |
| APPLE INC | COM | 037833100 |  | 30319032 | 147775 | SH |  | SOLE |  | 0 | 0 | 147775 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 210716 | 1367 | SH |  | SOLE |  | 0 | 0 | 1367 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 4679429 | 15173 | SH |  | SOLE |  | 0 | 0 | 15173 |
| AUTOZONE INC | COM | 053332102 |  | 374935 | 101 | SH |  | SOLE |  | 0 | 0 | 101 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3413506 | 7027 | SH |  | SOLE |  | 0 | 0 | 7027 |
| BROADCOM INC | COM | 11135F101 |  | 1020888 | 3704 | SH |  | SOLE |  | 0 | 0 | 3704 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 598068 | 2811 | SH |  | SOLE |  | 0 | 0 | 2811 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 321 | 15 | SH |  | SOLE |  | 0 | 0 | 15 |
| CHUBB LIMITED | COM | H1467J104 |  | 509229 | 1758 | SH |  | SOLE |  | 0 | 0 | 1758 |
| CINTAS CORP | COM | 172908105 |  | 541310 | 2429 | SH |  | SOLE |  | 0 | 0 | 2429 |
| COCA COLA CO | COM | 191216100 |  | 828962 | 11717 | SH |  | SOLE |  | 0 | 0 | 11717 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 290004 | 8126 | SH |  | SOLE |  | 0 | 0 | 8126 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 274074 | 2731 | SH |  | SOLE |  | 0 | 0 | 2731 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 13230416 | 13365 | SH |  | SOLE |  | 0 | 0 | 13365 |
| DANAHER CORPORATION | COM | 235851102 |  | 248616 | 1259 | SH |  | SOLE |  | 0 | 0 | 1259 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 329952 | 2796 | SH |  | SOLE |  | 0 | 0 | 2796 |
| EATON CORP PLC | SHS | G29183103 |  | 406612 | 1139 | SH |  | SOLE |  | 0 | 0 | 1139 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 452374 | 4196 | SH |  | SOLE |  | 0 | 0 | 4196 |
| FIRST HORIZON CORPORATION | COM | 320517105 |  | 530650 | 25031 | SH |  | SOLE |  | 0 | 0 | 25031 |
| GE AEROSPACE | COM NEW | 369604301 |  | 505586 | 1964 | SH |  | SOLE |  | 0 | 0 | 1964 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 300121 | 424 | SH |  | SOLE |  | 0 | 0 | 424 |
| HOME DEPOT INC | COM | 437076102 |  | 11144544 | 30396 | SH |  | SOLE |  | 0 | 0 | 30396 |
| HONEYWELL INTL INC | COM | 438516106 |  | 371099 | 1594 | SH |  | SOLE |  | 0 | 0 | 1594 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 988867 | 3355 | SH |  | SOLE |  | 0 | 0 | 3355 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 280989 | 1532 | SH |  | SOLE |  | 0 | 0 | 1532 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 454200 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 1069027 | 9505 | SH |  | SOLE |  | 0 | 0 | 9505 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 137653 | 1513 | SH |  | SOLE |  | 0 | 0 | 1513 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 7322 | 67 | SH |  | SOLE |  | 0 | 0 | 67 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 46022 | 306 | SH |  | SOLE |  | 0 | 0 | 306 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 35904 | 166 | SH |  | SOLE |  | 0 | 0 | 166 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 10652 | 68 | SH |  | SOLE |  | 0 | 0 | 68 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 51612 | 266 | SH |  | SOLE |  | 0 | 0 | 266 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 234185 | 950 | SH |  | SOLE |  | 0 | 0 | 950 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 25352 | 192 | SH |  | SOLE |  | 0 | 0 | 192 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 11375 | 58 | SH |  | SOLE |  | 0 | 0 | 58 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 68907 | 518 | SH |  | SOLE |  | 0 | 0 | 518 |
| ISHARES TR | DOW JONES US ETF | 464287846 |  | 360458 | 2389 | SH |  | SOLE |  | 0 | 0 | 2389 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 597883 | 1408 | SH |  | SOLE |  | 0 | 0 | 1408 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 140733 | 492 | SH |  | SOLE |  | 0 | 0 | 492 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 35552 | 105 | SH |  | SOLE |  | 0 | 0 | 105 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 561929 | 9060 | SH |  | SOLE |  | 0 | 0 | 9060 |
| ISHARES TR | CORE S ETF | 464287200 |  | 548412 | 883 | SH |  | SOLE |  | 0 | 0 | 883 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 243750 | 1407 | SH |  | SOLE |  | 0 | 0 | 1407 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1192875 | 7809 | SH |  | SOLE |  | 0 | 0 | 7809 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 6471550 | 22323 | SH |  | SOLE |  | 0 | 0 | 22323 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 509213 | 2030 | SH |  | SOLE |  | 0 | 0 | 2030 |
| ELI LILLY  CO | COM | 532457108 |  | 18808789 | 24128 | SH |  | SOLE |  | 0 | 0 | 24128 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 338426 | 731 | SH |  | SOLE |  | 0 | 0 | 731 |
| LOWES COS INC | COM | 548661107 |  | 225552 | 1017 | SH |  | SOLE |  | 0 | 0 | 1017 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 716289 | 2622 | SH |  | SOLE |  | 0 | 0 | 2622 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 8346043 | 14852 | SH |  | SOLE |  | 0 | 0 | 14852 |
| MCDONALDS CORP | COM | 580135101 |  | 1307739 | 4476 | SH |  | SOLE |  | 0 | 0 | 4476 |
| MCKESSON CORP | COM | 58155Q103 |  | 10395658 | 14187 | SH |  | SOLE |  | 0 | 0 | 14187 |
| MERCK  CO INC | COM | 58933Y105 |  | 314189 | 3969 | SH |  | SOLE |  | 0 | 0 | 3969 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1689437 | 2289 | SH |  | SOLE |  | 0 | 0 | 2289 |
| MICROSOFT CORP | COM | 594918104 |  | 36471218 | 73322 | SH |  | SOLE |  | 0 | 0 | 73322 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 231028 | 3426 | SH |  | SOLE |  | 0 | 0 | 3426 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 |  | 881846 | 14078 | SH |  | SOLE |  | 0 | 0 | 14078 |
| NETFLIX INC | COM | 64110L106 |  | 661530 | 494 | SH |  | SOLE |  | 0 | 0 | 494 |
| NIKE INC | CL B | 654106103 |  | 712914 | 10035 | SH |  | SOLE |  | 0 | 0 | 10035 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 256061 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 2505684 | 5012 | SH |  | SOLE |  | 0 | 0 | 5012 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 5258317 | 33283 | SH |  | SOLE |  | 0 | 0 | 33283 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 2780655 | 20398 | SH |  | SOLE |  | 0 | 0 | 20398 |
| PEPSICO INC | COM | 713448108 |  | 469049 | 3552 | SH |  | SOLE |  | 0 | 0 | 3552 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 291511 | 1601 | SH |  | SOLE |  | 0 | 0 | 1601 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1059760 | 6652 | SH |  | SOLE |  | 0 | 0 | 6652 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 1199076 | 4862 | SH |  | SOLE |  | 0 | 0 | 4862 |
| ROLLINS INC | COM | 775711104 |  | 898308 | 15922 | SH |  | SOLE |  | 0 | 0 | 15922 |
| ROSS STORES INC | COM | 778296103 |  | 850370 | 6665 | SH |  | SOLE |  | 0 | 0 | 6665 |
| SAP SE | SPON ADR | 803054204 |  | 358838 | 1180 | SH |  | SOLE |  | 0 | 0 | 1180 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 17521 | 700 | SH |  | SOLE |  | 0 | 0 | 700 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 15106 | 650 | SH |  | SOLE |  | 0 | 0 | 650 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 266527 | 10058 | SH |  | SOLE |  | 0 | 0 | 10058 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 6134 | 219 | SH |  | SOLE |  | 0 | 0 | 219 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 1738874 | 72970 | SH |  | SOLE |  | 0 | 0 | 72970 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 3153909 | 129047 | SH |  | SOLE |  | 0 | 0 | 129047 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 10279283 | 351910 | SH |  | SOLE |  | 0 | 0 | 351910 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 10890 | 394 | SH |  | SOLE |  | 0 | 0 | 394 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 |  | 155186 | 5204 | SH |  | SOLE |  | 0 | 0 | 5204 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 |  | 1462 | 44 | SH |  | SOLE |  | 0 | 0 | 44 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 2129 | 87 | SH |  | SOLE |  | 0 | 0 | 87 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 |  | 1324 | 46 | SH |  | SOLE |  | 0 | 0 | 46 |
| SCHWAB STRATEGIC TR | HIGH YIELD BD ET | 808524631 |  | 8753 | 330 | SH |  | SOLE |  | 0 | 0 | 330 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 144952 | 6559 | SH |  | SOLE |  | 0 | 0 | 6559 |
| SOUTHSTATE CORPORATION | COM | 840441109 |  | 328973 | 3575 | SH |  | SOLE |  | 0 | 0 | 3575 |
| STRYKER CORPORATION | COM | 863667101 |  | 1743707 | 4407 | SH |  | SOLE |  | 0 | 0 | 4407 |
| TJX COS INC NEW | COM | 872540109 |  | 6150713 | 49807 | SH |  | SOLE |  | 0 | 0 | 49807 |
| TESLA INC | COM | 88160R101 |  | 402167 | 1266 | SH |  | SOLE |  | 0 | 0 | 1266 |
| TEXAS INSTRS INC | COM | 882508104 |  | 256692 | 1236 | SH |  | SOLE |  | 0 | 0 | 1236 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 298951 | 1117 | SH |  | SOLE |  | 0 | 0 | 1117 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 268649 | 6249 | SH |  | SOLE |  | 0 | 0 | 6249 |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | 92206C565 |  | 9903 | 143 | SH |  | SOLE |  | 0 | 0 | 143 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 10713 | 136 | SH |  | SOLE |  | 0 | 0 | 136 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 5646 | 44 | SH |  | SOLE |  | 0 | 0 | 44 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 21920 | 50 | SH |  | SOLE |  | 0 | 0 | 50 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 10092 | 41 | SH |  | SOLE |  | 0 | 0 | 41 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 1845824 | 2783 | SH |  | SOLE |  | 0 | 0 | 2783 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 297998 | 814 | SH |  | SOLE |  | 0 | 0 | 814 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 69402 | 422 | SH |  | SOLE |  | 0 | 0 | 422 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 12417466 | 21861 | SH |  | SOLE |  | 0 | 0 | 21861 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 61612 | 316 | SH |  | SOLE |  | 0 | 0 | 316 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 21424 | 90 | SH |  | SOLE |  | 0 | 0 | 90 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 228968 | 3110 | SH |  | SOLE |  | 0 | 0 | 3110 |
| VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 |  | 280825 | 3632 | SH |  | SOLE |  | 0 | 0 | 3632 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 944573 | 3108 | SH |  | SOLE |  | 0 | 0 | 3108 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 |  | 14121 | 80 | SH |  | SOLE |  | 0 | 0 | 80 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 75309 | 426 | SH |  | SOLE |  | 0 | 0 | 426 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 217923 | 1635 | SH |  | SOLE |  | 0 | 0 | 1635 |
| VISA INC | COM CL A | 92826C839 |  | 17651897 | 49717 | SH |  | SOLE |  | 0 | 0 | 49717 |
| WALMART INC | COM | 931142103 |  | 458585 | 4690 | SH |  | SOLE |  | 0 | 0 | 4690 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 976506 | 4268 | SH |  | SOLE |  | 0 | 0 | 4268 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 201526 | 2515 | SH |  | SOLE |  | 0 | 0 | 2515 |
| YUM BRANDS INC | COM | 988498101 |  | 290347 | 1959 | SH |  | SOLE |  | 0 | 0 | 1959 |
| WP CAREY INC | COM | 92936U109 |  | 260697 | 4179 | SH |  | SOLE |  | 0 | 0 | 4179 |

---