StockDriftsStockDriftsTop 50 Peak Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | 9.78% | 390.7K | $11.9M | -8.65%(-36.99K) | $29.36(+10.87%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 9.15% | 383.0K | $11.2M | -5.52%(-22.36K) | $32.26(+2.96%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 7.83% | 164.0K | $9.5M | -13.23%(-25.00K) | $60.01(+7.54%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 7.67% | 377.6K | $9.3M | +31.46%(+90.35K) | $23.84(+11.81%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 6.17% | 102.1K | $7.5M | +2.77%(+2.75K) | $74.21(-1.31%) | 2026-03-31 | |
| GOVT | ISHARES TR | 6.02% | 320.1K | $7.3M | +86.47%(+148.43K) | $23.03(-1.29%) | 2026-03-31 | |
| IEMG | ISHARES INC | 5.71% | 99.7K | $7.0M | +5.19%(+4.92K) | $66.66(+20.23%) | 2026-03-31 | |
| MTUM | ISHARES TR | 4.17% | 21.2K | $5.1M | +8.64%(+1.68K) | $252.73(+15.18%) | 2026-03-31 | |
| QUAL | ISHARES TR | 4.13% | 26.2K | $5.0M | -3.82%(-1.04K) | $196.56(+5.57%) | 2026-03-31 | |
| BAI | BLACKROCK ETF TRUST | 3.87% | 143.0K | $4.7M | +12.21%(+15.56K) | $33.66(+33.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.82% | +2.48% |
| Top 20 Holdings Unweighted | +0.97% | +2.95% |
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