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Peak Wealth Management

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

Top 5 stock holdings are SCHV, SCHG, DYNF, SCHF, BND, and represent 40.59% of Peak Wealth Management's stock portfolio.
Added to shares of these 10 stocks: GOVT, SHLD, SCHF, BAI, MTUM, IEMG, MUB, PJAN, VWO, GLW.
Started 5 new stock positions in GLW, VWO, VTV, SHLD, PJAN.
Reduced shares in these 10 stocks: GLD, BINC, DYNF, SCHV, SCHG, , IQLT, QUAL, JAJL, VUG.
Sold out of its positions in IQLT, XLK.
Peak Wealth Management was a net buyer of stock by $3.9M.
Peak Wealth Management has $122M in assets under management (AUM), dropping by 1.88%.
Central Index Key (CIK): 0002094948

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Portfolio Holdings for Peak Wealth Management

Peak Wealth Management holds 54 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	9.8	$12M	-8%	391k	30.50	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	9.2	$11M	-5%	383k	29.13	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	7.8	$9.5M	-13%	164k	58.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.7	$9.3M	+31%	378k	24.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.2	$7.5M	+2%	102k	73.64	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	6.0	$7.3M	+86%	320k	22.91	View chart
Ishares Core Msci Emkt (IEMG)	5.7	$7.0M	+5%	100k	69.75	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	4.2	$5.1M	+8%	21k	239.99	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.1	$5.0M	-3%	26k	191.81	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	3.9	$4.7M	+12%	143k	32.95	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	3.8	$4.6M	-25%	89k	51.93	View chart
Regeneron Pharmaceuticals (REGN)	3.3	$4.0M		5.2k	772.59	View chart
John Hancock Exchange Traded Mortgage Backed (JHMB)	3.0	$3.6M	+3%	165k	22.01	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.4	$2.9M	+7%	58k	50.04	View chart
Apple (AAPL)	2.0	$2.5M		9.8k	253.78	View chart
Global X Fds Defense Tech Etf (SHLD)	2.0	$2.4M	NEW	34k	70.84	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	1.9	$2.4M	-3%	81k	29.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$2.0M		3.3k	597.59	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$1.7M	+20%	16k	106.15	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	1.3	$1.5M		60k	25.39	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$1.5M	-53%	3.6k	430.29	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.1	$1.3M	+20%	12k	106.50	View chart
Exxon Mobil Corporation (XOM)	1.0	$1.2M		7.0k	169.66	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$991k		1.5k	650.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$848k	+9%	13k	64.08	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$606k		2.8k	213.67	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.5	$595k		21k	28.79	View chart
Spdr Series Trust State Street Spd (SPYV)	0.5	$587k		10k	56.58	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$560k		11k	49.89	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$551k	-2%	1.3k	436.79	View chart
Abbvie (ABBV)	0.4	$544k		2.5k	217.49	View chart
Amazon (AMZN)	0.4	$531k	+23%	2.6k	208.27	View chart
Cisco Systems (CSCO)	0.4	$433k		5.6k	77.59	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$411k		4.1k	99.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$341k		591.00	577.41	View chart
Bank of America Corporation (BAC)	0.3	$340k		7.0k	48.75	View chart
Home Depot (HD)	0.3	$315k		956.00	328.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$283k	NEW	6.1k	46.13	View chart
Microsoft Corporation (MSFT)	0.2	$281k		758.00	370.08	View chart
Wal-Mart Stores (WMT)	0.2	$277k		2.2k	124.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$275k		420.00	653.69	View chart
Verizon Communications (VZ)	0.2	$269k		5.4k	50.20	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$256k	+3%	2.9k	88.49	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$256k		552.00	463.19	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$252k	+12%	785.00	320.81	View chart
JPMorgan Chase & Co. (JPM)	0.2	$229k		779.00	294.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$220k	NEW	4.1k	54.05	View chart
Corning Incorporated (GLW)	0.2	$220k	NEW	1.6k	135.97	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$218k		2.0k	108.99	View chart
Spdr Series Trust State Street Spd (SHM)	0.2	$215k	+3%	4.5k	47.83	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.2	$213k		8.3k	25.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$203k	NEW	1.0k	196.20	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$202k		6.7k	30.32	View chart
Western Union Company (WU)	0.1	$92k		11k	8.73	View chart

Past Filings by Peak Wealth Management

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

Peak Wealth Management 2026 Q1 filed April 14, 2026
Peak Wealth Management 2025 Q4 filed Feb. 4, 2026

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