Peak Wealth Management LLC
CIK: 0002094948SEC EDGAR →
Portfolio Value
$119.6M
Holdings
51
As of
Q4 2025
New Positions
50
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 405,313 | $13.2M | 11.05% |
| 2 | SCHWAB STRATEGIC TR | 427,656 | $12.7M | 10.58% |
| 3 | BLACKROCK ETF TRUST | 188,961 | $11.5M | 9.60% |
| 4 | VANGUARD BD INDEX FDS | 99,350 | $7.4M | 6.15% |
| 5 | SCHWAB STRATEGIC TR | 287,228 | $6.9M | 5.77% |
| 6 | ISHARES INC | 94,793 | $6.4M | 5.33% |
| 7 | BLACKROCK ETF TRUST II | 120,037 | $6.3M | 5.29% |
| 8 | ISHARES TR | 27,268 | $5.4M | 4.53% |
| 9 | ISHARES TR | 19,486 | $4.9M | 4.08% |
| 10 | BLACKROCK ETF TRUST | 127,416 | $4.2M | 3.55% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $100.1M | 83.7% |
| Unknown | 6 | $9.5M | 8.0% |
| Healthcare | 2 | $4.6M | 3.8% |
| Technology | 3 | $3.5M | 2.9% |
| Energy | 1 | $842K | 0.7% |
| Consumer Cyclical | 2 | $803K | 0.7% |
| Consumer Defensive | 1 | $247K | 0.2% |