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Peak Wealth Management LLC 13F holdings

Filed 2026-07-14 · Peak Wealth Management LLC · 59 positions · $142.5M

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TickerCompanySharesValue% of portfolio
SCHVSCHWAB STRATEGIC TR466.6K$16.2M11.4%
SCHGSCHWAB STRATEGIC TR440.5K$14.9M10.5%
DYNFBLACKROCK ETF TRUST170.9K$11.6M8.2%
SCHFSCHWAB STRATEGIC TR314.4K$8.7M6.1%
BNDVANGUARD BD INDEX FDS111.4K$8.2M5.7%
GOVTISHARES TR356.5K$8.1M5.7%
MTUMISHARES TR21.2K$7.3M5.1%
BAIBLACKROCK ETF TRUST126.1K$6.7M4.7%
ACWIISHARES INC66.7K$5.5M3.9%
BLCRBLACKROCK ETF TRUST83.4K$4.2M2.9%
BINCBLACKROCK ETF TRUST II75.7K$4.0M2.8%
—JOHN HANCOCK EXCHANGE TRADED178.3K$3.9M2.7%
IALTBLACKROCK ETF TRUST131.8K$3.7M2.6%
GGOVBLACKROCK ETF TRUST II68.9K$3.5M2.4%
REGNREGENERON PHARMACEUTICALS5.0K$3.1M2.2%
AAPLAPPLE INC9.8K$2.8M2.0%
MUBISHARES TR24.0K$2.6M1.8%
SHLDGLOBAL X FDS41.0K$2.5M1.7%
JAJLINNOVATOR ETFS TRUST81.3K$2.4M1.7%
VOOVANGUARD INDEX FDS3.4K$2.3M1.6%
ZFEBINNOVATOR ETFS TRUST60.3K$1.6M1.1%
GLDSPDR GOLD TR3.9K$1.4M1.0%
SPYSTATE STR SPDR S&P 500 ETF T1.6K$1.2M0.9%
SUBISHARES TR10.1K$1.1M0.8%
QUALISHARES TR4.2K$918,8120.6%
VEAVANGUARD TAX-MANAGED FDS12.4K$886,7060.6%
EXMOCEXXON MOBIL CORP6.2K$853,2700.6%
VTEBVANGUARD MUN BD FDS15.2K$767,9060.5%
VUGVANGUARD INDEX FDS8.3K$716,9430.5%
IWDISHARES TR3.0K$715,1690.5%
SOXLDIREXION SHARES ETF TRUST2.5K$666,7750.5%
CSCOCISCO SYS INC5.6K$656,0140.5%
SPYVSPDR SERIES TRUST10.4K$630,7570.4%
ABBVABBVIE INC2.5K$629,1000.4%
AAPRINNOVATOR ETFS TRUST20.7K$609,0790.4%
AMZNAMAZON COM INC2.3K$555,5710.4%
QQQINVESCO QQQ TR687$506,0840.4%
GLWCORNING INC1.7K$438,0620.3%
AGGISHARES TR4.3K$428,6820.3%
BACBANK OF AMER CORP7.0K$398,6700.3%
HDHOME DEPOT INC957$337,5410.2%
IVVISHARES TR420$314,7770.2%
PJANINNOVATOR ETFS TRUST6.1K$303,1760.2%
VTIVANGUARD INDEX FDS785$290,4810.2%
DIASTATE STR SPDR DOW JONES IND552$288,3590.2%
MSFTMICROSOFT CORP763$284,7750.2%
AOAISHARES TR2.9K$282,2030.2%
JPMJPMORGAN CHASE & CO780$255,3400.2%
WMTWALMART INC2.2K$253,3120.2%
VWOVANGUARD INTL EQUITY INDEX F4.1K$243,1170.2%
XLKSELECT SECTOR SPDR TR1.3K$238,7210.2%
VZVERIZON COMMUNICATIONS INC5.4K$226,9420.2%
ZDEKINNOVATOR ETFS TRUST8.3K$219,8140.2%
LQDISHARES TR2.0K$218,1400.2%
VTVVANGUARD INDEX FDS998$217,4940.2%
DTEDTE ENERGY CO1.4K$205,7000.1%
UJANINNOVATOR ETFS TRUST4.5K$204,4480.1%
PFFISHARES TR6.7K$202,8190.1%
WUWESTERN UN CO10.5K$80,8500.1%
Top Fund Holdings
13F
Top Fund Holdings

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