Peak Wealth Management

Peak Wealth Management as of Dec. 31, 2025

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