§ 13F · FUND PROFILE
Peak Wealth Management LLC.
AUM · $143M (13F)Positions · 59Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | 467K | $16M | 11.4% | +19% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 441K | $15M | 10.5% | +15% |
| 3 | DYNF | BLACKROCK ETF TRUST | 171K | $12M | 8.2% | +4% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 314K | $9M | 6.1% | −17% |
| 5 | BND | VANGUARD BD INDEX FDS | 111K | $8M | 5.7% | +9% |
| 6 | GOVT | ISHARES TR | 356K | $8M | 5.7% | +11% |
| 7 | MTUM | ISHARES TR | 21K | $7M | 5.1% | ±0% |
| 8 | BAI | BLACKROCK ETF TRUST | 126K | $7M | 4.7% | −12% |
| 9 | IEMG | ISHARES INC | 67K | $6M | 3.9% | −33% |
| 10 | BLCR | BLACKROCK ETF TRUST | 83K | $4M | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PEAK SIGNAL
AC read
Peak Wealth Management LLC is a Other fund managing $143 million in assets. The fund runs a portfolio of 59 positions.
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