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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 41.86% of Peak Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BLCR, IALT, GGOV, SCHV, SCHG, GOVT, MUB, BND, SOXL, VUG.
Started 7 new stock positions in DTE, XLK, IALT, BLCR, UJAN, GGOV, SOXL.
Reduced shares in these 10 stocks: QUAL, IAGG, IEMG, SCHF, BAI, BINC, SUB, SHM, REGN, XOM.
Sold out of its positions in IAGG, SHM.
Peak Wealth Management was a net buyer of stock by $7.4M.
Peak Wealth Management has $143M in assets under management (AUM), dropping by 16.94%.
Central Index Key (CIK): 0002094948

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Portfolio Holdings for Peak Wealth Management

Peak Wealth Management holds 59 positions in its portfolio as reported in the June 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)	11.4	$16M	+19%	467k	34.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	10.5	$15M	+15%	441k	33.84	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	8.2	$12M	+4%	171k	68.01	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	6.1	$8.7M	-16%	314k	27.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.7	$8.2M	+9%	111k	73.41	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	5.7	$8.1M	+11%	357k	22.78	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	5.1	$7.3M		21k	342.84	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	4.7	$6.7M	-11%	126k	52.72	View chart
Ishares Core Msci Emkt (IEMG)	3.9	$5.5M	-33%	67k	82.84	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	2.9	$4.2M	NEW	83k	50.37	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	2.8	$4.0M	-15%	76k	52.34	View chart
John Hancock Exchange Traded Mortgage Backed (JHMB)	2.7	$3.9M	+7%	178k	21.95	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	2.6	$3.7M	NEW	132k	28.05	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	2.4	$3.5M	NEW	69k	50.29	View chart
Regeneron Pharmaceuticals (REGN)	2.2	$3.1M	-4%	5.0k	623.57	View chart
Apple (AAPL)	2.0	$2.8M		9.8k	289.35	View chart
Ishares Tr National Mun Etf (MUB)	1.8	$2.6M	+46%	24k	107.62	View chart
Global X Fds Defense Tech Etf (SHLD)	1.7	$2.5M	+22%	41k	59.71	View chart
Innovator Etfs Trust Equit Defin Jul (JAJL)	1.7	$2.4M		81k	29.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$2.3M	+2%	3.4k	686.84	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	1.1	$1.6M		60k	25.98	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$1.4M	+9%	3.9k	368.38	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$1.2M	+7%	1.6k	746.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$1.1M	-16%	10k	106.47	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$919k	-84%	4.2k	219.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$887k	-5%	12k	71.25	View chart
Exxon Mobil Corporation (XOM)	0.6	$853k	-10%	6.2k	136.72	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$768k	+35%	15k	50.58	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$717k	+559%	8.3k	86.14	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$715k	+3%	3.0k	242.43	View chart
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL)	0.5	$667k	NEW	2.5k	266.71	View chart
Cisco Systems (CSCO)	0.5	$656k		5.6k	117.46	View chart
Spdr Series Trust St Str P500val (SPYV)	0.4	$631k		10k	60.79	View chart
Abbvie (ABBV)	0.4	$629k		2.5k	251.64	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.4	$609k		21k	29.49	View chart
Amazon (AMZN)	0.4	$556k	-8%	2.3k	238.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$506k	+16%	687.00	736.66	View chart
Corning Incorporated (GLW)	0.3	$438k	+6%	1.7k	255.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$429k	+4%	4.3k	98.98	View chart
Bank of America Corporation (BAC)	0.3	$399k		7.0k	56.98	View chart
Home Depot (HD)	0.2	$338k		957.00	352.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$315k		420.00	749.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$303k		6.1k	49.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$291k		785.00	370.04	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$288k		552.00	522.39	View chart
Microsoft Corporation (MSFT)	0.2	$285k		763.00	373.23	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.2	$282k		2.9k	97.61	View chart
JPMorgan Chase & Co. (JPM)	0.2	$255k		780.00	327.36	View chart
Wal-Mart Stores (WMT)	0.2	$253k		2.2k	113.24	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$243k		4.1k	59.69	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$239k	NEW	1.3k	190.52	View chart
Verizon Communications (VZ)	0.2	$227k		5.4k	42.34	View chart
Innovator Etfs Trust Equi Defi 1 Dece (ZDEK)	0.2	$220k		8.3k	26.42	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$218k		2.0k	109.07	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$218k	-3%	998.00	217.93	View chart
DTE Energy Company (DTE)	0.1	$206k	NEW	1.4k	152.37	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$204k	NEW	4.5k	45.33	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$203k		6.7k	30.49	View chart
Western Union Company (WU)	0.1	$81k		11k	7.70	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 Q2 filed July 14, 2026
Peak Wealth Management 2026 Q1 filed April 14, 2026
Peak Wealth Management 2025 Q4 filed Feb. 4, 2026

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