StockDriftsStockDriftsTop 50 Peak Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | 11.4% | 466.6K | $16.2M | +19.43%(+75.92K) | $29.85(+18.65%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 10.46% | 440.5K | $14.9M | +15.04%(+57.59K) | $32.10(+10.98%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 8.16% | 170.9K | $11.6M | +4.25%(+6.96K) | $60.10(+16.76%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 6.11% | 314.4K | $8.7M | -16.73%(-63.19K) | $23.84(+20.22%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 5.74% | 111.4K | $8.2M | +9.14%(+9.33K) | $74.15(-2.55%) | 2026-06-30 | |
| GOVT | ISHARES TR | 5.7% | 356.5K | $8.1M | +11.37%(+36.41K) | $23.01(-2.38%) | 2026-06-30 | |
| MTUM | ISHARES TR | 5.09% | 21.2K | $7.3M | -0.04%(-8) | $252.73(+27.48%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 4.67% | 126.1K | $6.7M | -11.77%(-16.83K) | $33.66(+38.93%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.88% | 66.7K | $5.5M | -33.10%(-33.01K) | $66.66(+23.95%) | 2026-06-30 | |
| BLCR | BLACKROCK ETF TRUST | 2.95% | 83.4K | $4.2M | new | $45.02(+12.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.03% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.84% |
Peak Wealth Management LLC reports $142.52M in US-listed equity holdings across 59 positions in its most recent 13F filing. Its largest disclosed positions are SCHV (11.4%), SCHG (10.5%) and DYNF (8.2%). The top 20 holdings account for 85.74% of reported assets. Its disclosed equity book has returned +10.03% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Peak Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2094948). View Peak Wealth Management LLC’s 13F filings on SEC