account_balance

Investment manager · 13F filer · SEC CIK 2094948

Peak Wealth Management LLC

Reported value$147Mas of Sep 30, 2026
Positions67 10 new, 2 sold out
Top 10 weight59.8%SCHG alone is 11%
FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHG Schwab Strategic Tr 11.3% Added +6%
SCHV Schwab Strategic Tr 10.9% Held
DYNF BlackRock ETF Trust 9.6% Added +19%
BND Vanguard Bd Index FDS 5.2% Trimmed −3%
SCHR Schwab Strategic Tr 5.1% New
SCHF Schwab Strategic Tr 4.8% Trimmed −17%
IEMG iShares Inc 3.6% Added +3%
CORO BlackRock ETF Trust 3.5% New
BLCR BlackRock ETF Trust 3.0% Added +6%
IALT BlackRock ETF Trust 2.8% Added +6%
REGN Regeneron Pharmaceuticals, Inc. 2.8% Held
JHMB John Hancock Exchange Traded 2.6% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Jul 14, 2026 filing
add_circleNew
  • SCHR $7.48M
  • CORO $5.13M
  • VGIT $1.04M
  • MUNI $665K
arrow_upwardAdded
  • VTV +357%
  • VTEB +257%
  • AGG +191%
  • VEA +36%
arrow_downwardTrimmed
  • GOVT −96%
  • MTUM −78%
  • MUB −75%
  • BAI −29%
remove_circleSold out
  • DTE $206K
  • PFF $203K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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