Peak Wealth Management

Peak Wealth Management as of March 31, 2026

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