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CIK: 0002094948
Total reported value
$146.6M
$146.6M
59 檔
40.7%
During the Q2 2026 filing period, Peak Wealth Management LLC (CIK: 0002094948) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $146.6M across 59 reported positions.
In Q2 2026, Peak Wealth Management LLC displayed an active expansion posture, initiating 7 new positions and adding to 24 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 | 11.40% | -0.46% | +19.43% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 10.46% | +0.81% | +15.04% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 8.16% | +1.44% | +4.25% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.11% | -1.32% | -16.73% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 5.74% | -0.53% | +9.14% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 5.70% | -5.48% | +11.37% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 5.09% | -4.16% | -0.04% | |
| 8 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 4.67% | -2.09% | -11.77% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.88% | -0.27% | -33.10% | |
| 10 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 2.95% | +0.01% | — | |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.78% | -0.34% | -15.05% | |
| 12 | JHMB | John Hancock Mortgage-backed | ETF-Other | 2.75% | -0.12% | +7.89% | |
| 13 | IALT | Ishrs Sys Alt Act ETF | ETF-Other | 2.59% | +0.24% | — | |
| 14 | GGOV | Ishares Global Gb Usd Ha ETF | ETF-Other | 2.43% | +0.01% | — | |
| 15 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 2.18% | +0.57% | -4.20% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.99% | +0.28% | +0.07% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.81% | -1.39% | +46.79% | |
| 18 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.72% | -0.19% | +22.31% | |
| 19 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-Other | 1.71% | -0.04% | +0.05% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.62% | +0.02% | +2.25% | |
| 21 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | ETF-Other | 1.10% | -0.01% | — | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.01% | +0.07% | +9.81% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.86% | — | +7.22% | |
| 24 | SUB | Ishares Short-term National | ETF-Other | 0.76% | -0.21% | -16.70% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.64% | -0.03% | -84.03% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.62% | +0.19% | -5.95% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.60% | EXIT | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.54% | +1.23% | +35.38% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.50% | — | +559.51% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.50% | +0.04% | +3.98% | |
| 31 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 0.47% | -0.30% | — | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | -0.05% | — | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.44% | +0.01% | — | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | +0.05% | — | |
| 35 | AAPR | Ino Eq Po ETF 2yr Ap2028-usd | ETF-Other | 0.43% | -0.01% | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | — | -8.62% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | -0.07% | +16.24% | |
| 38 | GLW | Corning Inc | Stock-Tech | 0.31% | -0.16% | +6.19% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.30% | +0.52% | +4.54% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.28% | -0.04% | +0.49% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | -0.03% | +0.10% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | — | — | |
| 43 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.21% | — | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | — | — | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.20% | — | — | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | +0.08% | +0.66% | |
| 47 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.20% | -0.01% | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.18% | — | +0.13% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | — | +0.40% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.17% | -0.01% | — |
According to official SEC Form 13F filings, Peak Wealth Management LLC reported a total U.S. public equity portfolio value of $146.6M across 59 disclosed positions in Q2 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 40.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
BLCR
市值: $4.2M
Top Position Liquidated / Trimmed
IAGG
前期市值: $2.9M
During Q2 2026, Peak Wealth Management LLC's top holdings by market value included SCHV (11.4%)、SCHG (10.5%)、DYNF (8.2%). The largest single position, SCHV, represented 11.4% of total portfolio value.
In Q2 2026, Peak Wealth Management LLC made 45 total portfolio adjustments, initiating 7 new buys, adding to 24 positions, trimming 12 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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