Peak Wealth Management LLC: 13F holdings
CIK 20949482026Q2
| Positions | 59 |
|---|
| Reported value | $142.5m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 59 (+5 vs prior quarter) |
|---|
| Reported value | $142.5m (+16.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHV SCHWAB STRATEGIC TR | 466,587 | $16.2m | 11.4% |
| SCHG SCHWAB STRATEGIC TR | 440,546 | $14.9m | 10.5% |
| DYNF BLACKROCK ETF TRUST | 170,930 | $11.6m | 8.2% |
| SCHF SCHWAB STRATEGIC TR | 314,392 | $8.7m | 6.1% |
| BND VANGUARD BD INDEX FDS | 111,436 | $8.2m | 5.7% |
| GOVT ISHARES TR | 356,494 | $8.1m | 5.7% |
| MTUM ISHARES TR | 21,161 | $7.3m | 5.1% |
| BAI BLACKROCK ETF TRUST | 126,148 | $6.7m | 4.7% |
| IEMG ISHARES INC | 66,707 | $5.5m | 3.9% |
| BLCR BLACKROCK ETF TRUST | 83,436 | $4.2m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2094948")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples