Peak Wealth Management LLC Top Holdings and 13F Report (2026) About Peak Wealth Management LLCInvestment ActivityPeak Wealth Management LLC has $121.87 million in total holdings as of March 31, 2026.Peak Wealth Management LLC owns shares of 54 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 9.46% of the portfolio was purchased this quarter.About 6.23% of the portfolio was sold this quarter.This quarter, Peak Wealth Management LLC has purchased 51 new stocks and bought additional shares in 23 stocks.Peak Wealth Management LLC sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Value ETF $11,915,272Schwab U.S. Large-Cap Growth ETF $11,155,486iShares U.S. Equity Factor Rotation Active ETF $9,539,517Schwab International Equity ETF $9,345,089Vanguard Total Bond Market ETF $7,518,973 Largest New Holdings this Quarter 37960A529 - GLOBAL X FDS $2,377,603 Holding45782C508 - Innovator U.S. Equity Power Buffer ETF - January $282,592 Holding922042858 - Vanguard FTSE Emerging Markets ETF $220,146 Holding219350105 - Corning $219,592 Holding922908744 - Vanguard Value ETF $202,675 Holding Largest Purchases this Quarter iShares U.S. Treasury Bond ETF 148,427 shares (about $3.40M)GLOBAL X FDS 33,563 shares (about $2.38M)Schwab International Equity ETF 90,351 shares (about $2.24M)BLACKROCK ETF TRUST 15,560 shares (about $512.70K)iShares MSCI USA Momentum Factor ETF 1,683 shares (about $403.91K) Largest Sales this Quarter SPDR Gold Shares 4,034 shares (about $1.74M)iShares Flexible Income Active ETF 30,924 shares (about $1.61M)iShares U.S. Equity Factor Rotation Active ETF 24,995 shares (about $1.45M)Schwab U.S. Large-Cap Value ETF 36,991 shares (about $1.13M)Schwab U.S. Large-Cap Growth ETF 22,358 shares (about $651.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeak Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHVSchwab U.S. Large-Cap Value ETF$11,915,272$1,128,225 ▼-8.6%390,6659.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$11,155,486$651,289 ▼-5.5%382,9559.2%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$9,539,517$1,454,205 ▼-13.2%163,9667.8%ETFSCHFSchwab International Equity ETF$9,345,089$2,236,189 ▲31.5%377,5797.7%ETFBNDVanguard Total Bond Market ETF$7,518,973$202,805 ▲2.8%102,1046.2%ETFGOVTiShares U.S. Treasury Bond ETF$7,333,193$3,400,462 ▲86.5%320,0876.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$6,955,261$343,449 ▲5.2%99,7175.7%ETFMTUMiShares MSCI USA Momentum Factor ETF$5,080,387$403,906 ▲8.6%21,1694.2%ETFQUALiShares MSCI USA Quality Factor ETF$5,030,306$200,061 ▼-3.8%26,2254.1%ETFBLACKROCK ETF TRUST$4,711,050$512,701 ▲12.2%142,9763.9%ISHARES A I INNOBINCiShares Flexible Income Active ETF$4,627,638$1,605,883 ▼-25.8%89,1133.8%ETFREGNRegeneron Pharmaceuticals$4,025,966$5,408 ▲0.1%5,2113.3%MedicalJHMBJohn Hancock Mortgage-Backed Securities ETF$3,638,386$133,818 ▲3.8%165,2823.0%ETFIAGGiShares Core International Aggregate Bond ETF$2,919,584$211,319 ▲7.8%58,3452.4%ETFAAPLApple$2,479,948$2,030 ▲0.1%9,7722.0%Computer and TechnologyGLOBAL X FDS$2,377,603$2,377,603 ▲New Holding33,5632.0%DEFENSE TECH ETFINNOVATOR ETFS TRUST$2,362,926$80,524 ▼-3.3%81,2841.9%EQUITY DEFINED PVOOVanguard S&P 500 ETF$1,969,059$31,075 ▲1.6%3,2951.6%ETFMUBiShares National Muni Bond ETF$1,732,821$297,013 ▲20.7%16,3241.4%ETFINNOVATOR ETFS TRUST$1,531,7790.0%60,3301.3%EQUITY DEF PROTNGLDSPDR Gold Shares$1,530,111$1,735,790 ▼-53.1%3,5561.3%FinanceSUBiShares Short-Term National Muni Bond ETF$1,296,212$219,497 ▲20.4%12,1711.1%ETFXOMExxonMobil$1,187,790$679 ▼-0.1%7,0011.0%EnergySPYSPDR S&P 500 ETF Trust$990,4680.0%1,5230.8%FinanceVEAVanguard FTSE Developed Markets ETF$847,907$73,243 ▲9.5%13,2320.7%ETFIWDiShares Russell 1000 Value ETF$606,182$427 ▼-0.1%2,8370.5%ETFINNOVATOR ETFS TRUST$594,5420.0%20,6510.5%EQUITY DEFINEDSPYVSPDR Portfolio S&P 500 Value ETF$587,0740.0%10,3760.5%ETFVTEBVanguard Tax-Exempt Bond ETF$559,466$6,835 ▲1.2%11,2140.5%ETFVUGVanguard Growth ETF$551,229$15,288 ▼-2.7%1,2620.5%ETFABBVAbbVie$543,7250.0%2,5000.4%MedicalAMZNAmazon.com$531,297$101,844 ▲23.7%2,5510.4%Retail/WholesaleCSCOCisco Systems$433,340$5,043 ▼-1.2%5,5850.4%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$411,276$3,673 ▼-0.9%4,1430.3%FinanceQQQInvesco QQQ$341,2520.0%5910.3%FinanceBACBank of America$339,461$1,950 ▲0.6%6,9630.3%FinanceHDHome Depot$314,453$329 ▲0.1%9560.3%Retail/WholesalePJANInnovator U.S. Equity Power Buffer ETF - January$282,592$282,592 ▲New Holding6,1260.2%ETFMSFTMicrosoft$280,524$2,221 ▼-0.8%7580.2%Computer and TechnologyWALMART INC$276,872$621 ▲0.2%2,2280.2%COMIVViShares Core S&P 500 ETF$274,5480.0%4200.2%ETFVZVerizon Communications$269,072$5,020 ▲1.9%5,3600.2%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$255,828$7,699 ▲3.1%2,8910.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$255,6810.0%5520.2%FinanceVTIVanguard Total Stock Market ETF$251,836$28,552 ▲12.8%7850.2%ETFJPMJPMorgan Chase & Co.$229,2370.0%7790.2%FinanceVWOVanguard FTSE Emerging Markets ETF$220,146$220,146 ▲New Holding4,0730.2%ETFGLWCorning$219,592$219,592 ▲New Holding1,6150.2%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$217,9800.0%2,0000.2%FinanceSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$215,283$6,361 ▲3.0%4,5010.2%FinanceINNOVATOR ETFS TRUST$213,2000.0%8,3200.2%EQUITY DEFINED PVTVVanguard Value ETF$202,675$202,675 ▲New Holding1,0330.2%ETFPFFiShares Preferred and Income Securities ETF$201,6890.0%6,6520.2%ETFWUWestern Union$91,6650.0%10,5000.1%Business ServicesXLKTechnology Select Sector SPDR Fund$0$485,278 ▼-100.0%00.0%ETFIQLTiShares MSCI Intl Quality Factor ETF$0$221,110 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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