Peak Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Peak Wealth Management LLC held in its portfolio 49 assets valued at $119,629,974 (i.e. $119.63M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($13.22M), SCHWAB STRATEGIC TR ($12.66M), and BLACKROCK ETF TRUST ($11.49M).
The chart below shows the top 10 valuable assets, and the table below shows the top 49 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Peak Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 405313 | 13221313 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 427656 | 12662881 | US LCAP VA ETF |
| BLACKROCK ETF TRUST | 188961 | 11490698 | ISHARES US EQUIT |
| VANGUARD BD INDEX FDS | 99350 | 7358873 | TOTAL BND MRKT |
| SCHWAB STRATEGIC TR | 287228 | 6904970 | INTL EQTY ETF |
| ISHARES INC | 94793 | 6371985 | CORE MSCI EMKT |
| BLACKROCK ETF TRUST II | 120037 | 6334352 | ISHARES FLEXIBLE |
| ISHARES TR | 27268 | 5415920 | MSCI USA QLT FCT |
| ISHARES TR | 19486 | 4877545 | MSCI USA MMENTM |
| BLACKROCK ETF TRUST | 127416 | 4242944 | ISHARES A I INNO |
| REGENERON PHARMACEUTICALS | 5204 | 4017150 | COM |
| ISHARES TR | 171660 | 3952472 | US TREAS BD ETF |
| JOHN HANCOCK EXCHANGE TRADED | 159203 | 3527938 | MORTGAGE BACKED |
| SPDR GOLD TR | 7590 | 3007993 | GOLD SHS |
| ISHARES TR | 54122 | 2706641 | CORE INTL AGGR |
| INNOVATOR ETFS TRUST | 92374 | 2656741 | EQUITY DEFINED P |
| APPLE INC | 9764 | 2654545 | COM |
| VANGUARD INDEX FDS | 3243 | 2033891 | S&P 500 ETF SHS |
| INNOVATOR ETFS TRUST | 60330 | 1531175 | EQUITY DEF PROTN |
| ISHARES TR | 13526 | 1448790 | NATIONAL MUN ETF |
| ISHARES TR | 10110 | 1078737 | SHRT NAT MUN ETF |
| SPDR S&P 500 ETF TR | 1523 | 1038564 | TR UNIT |
| EXXON MOBIL CORP | 7005 | 842982 | COM |
| SPDR SERIES TRUST | 14744 | 799081 | STATE STREET SPD |
| VANGUARD TAX-MANAGED FDS | 12089 | 755200 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 1297 | 632754 | GROWTH ETF |
| ISHARES TR | 2839 | 597155 | RUS 1000 VAL ETF |
| INNOVATOR ETFS TRUST | 20651 | 586784 | EQUITY DEFINED |
| ABBVIE INC | 2500 | 571225 | COM |
| VANGUARD MUN BD FDS | 11077 | 557062 | TAX EXEMPT BD |
| SELECT SECTOR SPDR TR | 3371 | 485278 | STATE STREET TEC |
| AMAZON COM INC | 2062 | 475951 | COM |
| CISCO SYS INC | 5650 | 435220 | COM |
| ISHARES TR | 4180 | 417498 | CORE US AGGBD ET |
| BANK AMERICA CORP | 6923 | 380758 | COM |
| MICROSOFT CORP | 764 | 369599 | COM |
| INVESCO QQQ TR | 591 | 363049 | UNIT SER 1 |
| HOME DEPOT INC | 955 | 328656 | COM |
| ISHARES TR | 420 | 287871 | CORE S&P500 ETF |
| SPDR DOW JONES INDL AVERAGE | 552 | 265275 | UT SER 1 |
| ISHARES TR | 2804 | 251130 | CORE 80/20 AGGRE |
| JPMORGAN CHASE & CO. | 779 | 250853 | COM |
| WALMART INC | 2223 | 247696 | COM |
| VANGUARD INDEX FDS | 696 | 233348 | TOTAL STK MKT |
| ISHARES TR | 4865 | 221110 | MSCI INTL QUALTY |
| ISHARES TR | 2000 | 220380 | IBOXX INV CP ETF |
| VERIZON COMMUNICATIONS INC | 5260 | 214240 | COM |
| ISHARES TR | 6652 | 205946 | PFD AND INCM SEC |
| WESTERN UN CO | 10500 | 97755 | COM |
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