What does Peak Wealth Management LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Peak Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHWAB STRATEGIC TR

$12M391K9.8%

SCHWAB STRATEGIC TR

$11M383K9.2%

BLACKROCK ETF TRUST

$10M164K7.8%

SCHWAB STRATEGIC TR

$9M378K7.7%

VANGUARD BD INDEX FDS

$8M102K6.2%

ISHARES TR

$7M320K6.0%

ISHARES INC

$7M100K5.7%

ISHARES TR

$5M21K4.2%

ISHARES TR

$5M26K4.1%

BLACKROCK ETF TRUST

$5M143K3.9%

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