Peak Wealth Management LLC
CIK 0002094948 · NASHUA, NH · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$142.5M
2026 Q2
Positions
59
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
64.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SCHV
SCHWAB STRATEGIC TR
11.4%
SCHG
SCHWAB STRATEGIC TR
10.5%
DYNF
BLACKROCK ETF TRUST
8.2%
SCHF
SCHWAB STRATEGIC TR
6.1%
BND
VANGUARD BD INDEX FDS
5.7%
GOVT
ISHARES TR
5.7%
MTUM
ISHARES TR
5.1%
BAI
BLACKROCK ETF TRUST
4.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.