Peak Wealth Management LLC
Peak Wealth Management LLC reported 59 positions worth $142.5M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: SCHV (11.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHV | SH | $16.2M | 11.40% | 466,587 | — | — | |
| ▸ 2 | SCHG | SH | $14.9M | 10.46% | 440,546 | — | — | |
| ▸ 3 | DYNF | SH | $11.6M | 8.16% | 170,930 | — | — | |
| ▸ 4 | SCHF | SH | $8.7M | 6.11% | 314,392 | — | — | |
| ▸ 5 | BND | SH | $8.2M | 5.74% | 111,436 | — | — | |
| ▸ 6 | GOVT | SH | $8.1M | 5.70% | 356,494 | — | — | |
| ▸ 7 | MTUM | SH | $7.3M | 5.09% | 21,161 | — | — | |
| ▸ 8 | BAI | SH | $6.7M | 4.67% | 126,148 | — | — | |
| ▸ 9 | IEMG | SH | $5.5M | 3.88% | 66,707 | — | — | |
| ▸ 10 | BLCR | SH | $4.2M | 2.95% | 83,436 | — | — |
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Frequently Asked Questions
What stocks does Peak Wealth Management LLC hold as of Q2 2026?
Peak Wealth Management LLC reported 59 positions worth $142.5M in its Q2 2026 13F filing. Largest positions: SCHV (11.4%), SCHG (10.5%), DYNF (8.2%), SCHF (6.1%) and BND (5.7%).
What did Peak Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Peak Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.