§ 13F · FUND PROFILE
Peak Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 51Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$119.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 405K | $13.2T | 11.1% | NEW |
| 2 | SCHV | SCHWAB STRATEGIC TR | 428K | $12.7T | 10.6% | NEW |
| 3 | DYNF | BLACKROCK ETF TRUST | 189K | $11.5T | 9.6% | NEW |
| 4 | BND | VANGUARD BD INDEX FDS | 99K | $7.4T | 6.2% | NEW |
| 5 | SCHF | SCHWAB STRATEGIC TR | 287K | $6.9T | 5.8% | NEW |
| 6 | IEMG | ISHARES INC | 95K | $6.4T | 5.3% | NEW |
| 7 | BINC | BLACKROCK ETF TRUST II | 120K | $6.3T | 5.3% | NEW |
| 8 | QUAL | ISHARES TR | 27K | $5.4T | 4.5% | NEW |
| 9 | MTUM | ISHARES TR | 19K | $4.9T | 4.1% | NEW |
| 10 | BAI | BLACKROCK ETF TRUST | 127K | $4.2T | 3.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PEAK SIGNAL
AC read
Peak Wealth Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed