account_balance

Investment manager · 13F filer · SEC CIK 2112665

46 Peaks LLC

Reported value$156Mas of Sep 30, 2026
Positions23 1 new, 8 sold out
Top 10 weight91.3%JCPB alone is 18%
FiledNov 334 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
JCPB J P Morgan Exchange Traded F 18.4% Held
NTSX Wisdomtree Tr 13.7% Trimmed −5%
DGRO iShares Tr 11.1% Trimmed −5%
FELG Fidelity Covington Trust 9.6% Trimmed −5%
NTSI Wisdomtree Tr 7.7% Trimmed −5%
MOAT Vaneck ETF Trust 7.3% Trimmed −5%
JHMM John Hancock Exchange Traded 6.4% Trimmed −7%
BGGG Baillie Gifford ETF Tr 5.9% New
GAL Ssga Active ETF Tr 5.7% Trimmed −3%
AVEM American Centy ETF Tr 5.5% Trimmed −5%
MMIT Nylim Active ETF Tr 2.8% Added +2%
FFGX Fidelity Covington Trust 2.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 4, 2026 filing
add_circleNew
  • BGGG $9.28M
arrow_upwardAdded
  • MMIT +2%
arrow_downwardTrimmed
  • LOUP −18%
  • JHMM −7%
  • UPAR −6%
  • DGRO −5%
remove_circleSold out

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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