Peak Wealth Management

Peak Wealth Management as of June 30, 2026

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