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CIK: 0002094948
Total reported value
$142.5M
$142.5M
54 檔
34.7%
As reported in its official Q1 2026 Form 13F filing, Peak Wealth Management LLC's tracked investment portfolio stood at $142.5M with 54 total positions.
In Q1 2026, Peak Wealth Management LLC displayed an active expansion posture, initiating 5 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHV | Schwab US Large-cap Value | ETF-Other | 9.78% | +1.62% | -8.65% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 9.15% | +1.31% | -5.52% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 7.83% | +0.33% | -13.23% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.67% | -1.56% | +31.46% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 6.17% | -0.43% | +2.77% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 6.02% | -0.32% | +86.47% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.71% | -1.83% | +5.19% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 4.17% | +0.92% | +8.64% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.13% | -3.49% | -3.83% | |
| 10 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 3.87% | +0.80% | +12.21% | |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.80% | -1.02% | -25.76% | |
| 12 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 3.30% | -1.12% | +0.13% | |
| 13 | JHMB | John Hancock Mortgage-backed | ETF-Other | 2.99% | -0.24% | +3.82% | |
| 14 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.40% | -2.40% | EXIT | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.03% | -0.04% | +0.08% | |
| 16 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.95% | -0.23% | — | |
| 17 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-Other | 1.94% | -0.23% | -3.30% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.62% | — | +1.60% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.42% | +0.39% | +20.69% | |
| 20 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | ETF-Other | 1.26% | -0.16% | — | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.26% | -0.25% | -53.15% | |
| 22 | SUB | Ishares Short-term National | ETF-Other | 1.06% | -0.30% | +20.39% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | -0.37% | -0.06% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | +0.05% | — | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.70% | -0.08% | +9.45% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.50% | — | -0.07% | |
| 27 | AAPR | Ino Eq Po ETF 2yr Ap2028-usd | ETF-Other | 0.49% | -0.06% | — | |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.48% | -0.04% | — | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.46% | +0.08% | +1.24% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | +0.05% | -2.70% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | -0.01% | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | -0.05% | +23.71% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.36% | +0.10% | -1.15% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.34% | -0.04% | -0.89% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.08% | — | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.28% | — | +0.58% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.02% | +0.10% | |
| 38 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.23% | -0.02% | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.03% | -0.79% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | -0.05% | +0.22% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | -0.01% | — | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.22% | -0.06% | +1.90% | |
| 43 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.21% | -0.01% | +3.10% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.21% | -0.01% | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | -0.01% | +12.79% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.01% | — | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.18% | -0.01% | — | |
| 48 | GLW | Corning Inc | Stock-Tech | 0.18% | +0.13% | — | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.18% | -0.03% | — | |
| 50 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.18% | -0.18% | EXIT |
According to official SEC Form 13F filings, Peak Wealth Management LLC reported a total U.S. public equity portfolio value of $142.5M across 54 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHV, SCHG, DYNF) accounted for 34.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
SHLD
市值: $2.4M
Top Position Liquidated / Trimmed
XLK
前期市值: $485.3K
During Q1 2026, Peak Wealth Management LLC's top holdings by market value included SCHV (9.8%)、SCHG (9.2%)、DYNF (7.8%). The largest single position, SCHV, represented 9.8% of total portfolio value.
In Q1 2026, Peak Wealth Management LLC made 43 total portfolio adjustments, initiating 5 new buys, adding to 23 positions, trimming 13 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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