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Peak Wealth Management

Latest statistics and disclosures from Peak Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002094948

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Positions held by Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Peak Wealth Management

Peak Wealth Management holds 51 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	11.1	$13M	405k	32.62	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	10.6	$13M	428k	29.61	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	9.6	$12M	189k	60.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.2	$7.4M	99k	74.07	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.8	$6.9M	287k	24.04	View chart
Ishares Core Msci Emkt (IEMG)	5.3	$6.4M	95k	67.22	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	5.3	$6.3M	120k	52.77	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.5	$5.4M	27k	198.62	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	4.1	$4.9M	20k	250.31	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	3.5	$4.2M	127k	33.30	View chart
Regeneron Pharmaceuticals (REGN)	3.4	$4.0M	5.2k	771.93	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	3.3	$4.0M	172k	23.02	View chart
John Hancock Exchange Traded Mortgage Backed (JHMB)	2.9	$3.5M	159k	22.16	View chart
Spdr Gold Tr Gold Shs (GLD)	2.5	$3.0M	7.6k	396.31	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.3	$2.7M	54k	50.01	View chart
Apple (AAPL)	2.2	$2.7M	9.8k	271.87	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	2.0	$2.4M	84k	29.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$2.0M	3.2k	627.16	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	1.3	$1.5M	60k	25.38	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$1.4M	14k	107.11	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.9	$1.1M	10k	106.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$1.0M	1.5k	681.92	View chart
Exxon Mobil Corporation (XOM)	0.7	$843k	7.0k	120.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$755k	12k	62.47	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$633k	1.3k	487.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$597k	2.8k	210.34	View chart
Spdr Series Trust State Street Spd (SPYV)	0.5	$590k	10k	56.81	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.5	$587k	21k	28.41	View chart
Abbvie (ABBV)	0.5	$571k	2.5k	228.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$557k	11k	50.29	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$485k	3.4k	143.96	View chart
Amazon (AMZN)	0.4	$476k	2.1k	230.82	View chart
Cisco Systems (CSCO)	0.4	$435k	5.7k	77.03	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$418k	4.2k	99.88	View chart
Bank of America Corporation (BAC)	0.3	$381k	6.9k	55.00	View chart
Microsoft Corporation (MSFT)	0.3	$370k	764.00	483.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$363k	591.00	614.30	View chart
Home Depot (HD)	0.3	$329k	955.00	344.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$288k	420.00	685.41	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$265k	552.00	480.57	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$251k	2.8k	89.56	View chart
JPMorgan Chase & Co. (JPM)	0.2	$251k	779.00	322.02	View chart
Wal-Mart Stores (WMT)	0.2	$248k	2.2k	111.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$233k	696.00	335.27	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$221k	4.9k	45.45	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$220k	2.0k	110.19	View chart
Verizon Communications (VZ)	0.2	$214k	5.3k	40.73	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.2	$214k	8.3k	25.74	View chart
Spdr Series Trust State Street Spd (SHM)	0.2	$210k	4.4k	47.99	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$206k	6.7k	30.96	View chart
Western Union Company (WU)	0.1	$98k	11k	9.31	View chart

Past Filings by Peak Wealth Management

SEC 13F filings are viewable for Peak Wealth Management going back to 2025

Peak Wealth Management 2025 Q4 filed Feb. 4, 2026

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