Peak Wealth Management LLC holds a focused book of 59 stocks worth $142.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Ishares LRG CP CR Act ETF-Ui and trimmed Schwab Intl Equity ETF. Their largest long position is Schwab US Large-Cap Value at 11% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Peak Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Steward Partners Investment Advisory, LLC | 61 / 59 | $5.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 60 / 59 | $17.4B |
| Kestra Advisory Services, LLC | 60 / 59 | $6.5B |
| IFP Advisors, Inc | 60 / 59 | $977.2M |
| LPL Financial LLC | 59 / 59 | $87.0B |
| OSAIC HOLDINGS, INC. | 59 / 59 | $15.7B |
| MML INVESTORS SERVICES, LLC | 59 / 59 | $13.5B |
| Cetera Investment Advisers | 58 / 59 | $23.7B |
Ranked by the share of each fund's own book sitting in the names it shares with Peak Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LCAP VA ETF | $16.2M | 466.6K | 11.4% | ▲+19% Added · +76K sh | |
| 2 | Schwab Strategic TR US LCAP GR ETF | $14.9M | 440.5K | 10.5% | ▲+15% Added · +58K sh | |
| 3 | BlackRock ETF Trust ISHARES US EQUIT | $11.6M | 170.9K | 8.2% | ▲+4.2% Added · +7K sh | |
| 4 | Schwab Strategic TR INTL EQTY ETF | $8.7M | 314.4K | 6.1% | ▼−17% Reduced · −63K sh | |
| 5 | Vanguard BD Index FDS TOTAL BND MRKT | $8.2M | 111.4K | 5.7% | ▲+9.1% Added · +9K sh | |
| 6 | Ishares TR US TREAS BD ETF | $8.1M | 356.5K | 5.7% | ▲+11% Added · +36K sh | |
| 7 | Ishares TR MSCI USA MMENTM | $7.3M | 21.2K | 5.1% | ▼~0% Reduced · −8 sh | |
| 8 | BlackRock ETF Trust ISHA I IN TE ETF | $6.7M | 126.1K | 4.7% | ▼−12% Reduced · −17K sh | |
| 9 | Ishares Inc CORE MSCI EMKT | $5.5M | 66.7K | 3.9% | ▼−33% Reduced · −33K sh | |
| 10 | BlackRock ETF Trust ISHA LA CORE ETF | $4.2M | 83.4K | 2.9% | ▲New New position | |
| 11 | BlackRock ETF Trust II ISHA FLEX IN ETF | $4.0M | 75.7K | 2.8% | ▼−15% Reduced · −13K sh | |
| 12 | John Hancock Exchange Traded MORTGAGE BACKED | $3.9M | 178.3K | 2.7% | ▲+7.9% Added · +13K sh | |
| 13 | BlackRock ETF Trust ISHA SYST AL ETF | $3.7M | 131.8K | 2.6% | ▲New New position | |
| 14 | BlackRock ETF Trust II ISHA GLO USD ETF | $3.5M | 68.9K | 2.4% | ▲New New position | |
| 15 | Regeneron Pharmaceuticals COM | $3.1M | 5.0K | 2.2% | ▼−4.2% Reduced · −219 sh | |
| 16 | Apple Inc COM | $2.8M | 9.8K | 2.0% | ▲+0.1% Added · +7 sh | |
| 17 | Ishares TR NATIONAL MUN ETF | $2.6M | 24.0K | 1.8% | ▲+47% Added · +8K sh | |
| 18 | Global X FDS DEFENSE TECH ETF | $2.5M | 41.0K | 1.7% | ▲+22% Added · +7K sh | |
| 19 | Innovator Etfs Trust EQUIT DEFIN JUL | $2.4M | 81.3K | 1.7% | ▲+0.1% Added · +44 sh | |
| 20 | Vanguard Index FDS S&P 500 ETF SHS | $2.3M | 3.4K | 1.6% | ▲+2.2% Added · +74 sh | |
| 21 | Innovator Etfs Trust EQUITY DEF PROTN | $1.6M | 60.3K | 1.1% | —Held | |
| 22 | SPDR Gold TR GOLD SHS | $1.4M | 3.9K | 1.0% | ▲+9.8% Added · +349 sh | |
| 23 | State STR SPDR S&P 500 ETF T TR UNIT | $1.2M | 1.6K | 0.9% | ▲+7.2% Added · +110 sh | |
| 24 | Ishares TR SHRT NAT MUN ETF | $1.1M | 10.1K | 0.8% | ▼−17% Reduced · −2K sh | |
| 25 | Ishares TR MSCI USA QLT FCT | $919K | 4.2K | 0.6% | ▼−84% Reduced · −22K sh | |
| 26 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $887K | 12.4K | 0.6% | ▼−5.9% Reduced · −787 sh | |
| 27 | Exxon Mobil Corp COM | $853K | 6.2K | 0.6% | ▼−11% Reduced · −760 sh | |
| 28 | Vanguard Mun BD FDS TAX EXEMPT BD | $768K | 15.2K | 0.5% | ▲+35% Added · +4K sh | |
| 29 | Vanguard Index FDS GROWTH ETF | $717K | 8.3K | 0.5% | ▲+560% Added · +7K sh | |
| 30 | Ishares TR RUS 1000 VAL ETF | $715K | 3.0K | 0.5% | ▲+4.0% Added · +113 sh | |
| 31 | Direxion Shares ETF Trust DAI SEM BUL ETF | $667K | 2.5K | 0.5% | ▲New New position | |
| 32 | Cisco Sys Inc COM | $656K | 5.6K | 0.5% | —Held | |
| 33 | SPDR Series Trust ST STR P500VAL | $631K | 10.4K | 0.4% | —Held | |
| 34 | Abbvie Inc COM | $629K | 2.5K | 0.4% | —Held | |
| 35 | Innovator Etfs Trust EQUITY DEFINED | $609K | 20.7K | 0.4% | —Held | |
| 36 | Amazon Com Inc COM | $556K | 2.3K | 0.4% | ▼−8.6% Reduced · −220 sh | |
| 37 | Invesco QQQ TR UNIT SER 1 | $506K | 687 | 0.4% | ▲+16% Added · +96 sh | |
| 38 | Corning Inc COM | $438K | 1.7K | 0.3% | ▲+6.2% Added · +100 sh | |
| 39 | Ishares TR CORE US AGGBD ET | $429K | 4.3K | 0.3% | ▲+4.5% Added · +188 sh | |
| 40 | Bank Of Amer Corp COM | $399K | 7.0K | 0.3% | ▲+0.5% Added · +34 sh | |
| 41 | Home Depot Inc COM | $338K | 957 | 0.2% | ▲+0.1% Added · +1 sh | |
| 42 | Ishares TR CORE S&P500 ETF | $315K | 420 | 0.2% | —Held | |
| 43 | Innovator Etfs Trust US EQTY PWR BUF | $303K | 6.1K | 0.2% | —Held | |
| 44 | Vanguard Index FDS TOTAL STK MKT | $290K | 785 | 0.2% | —Held | |
| 45 | State STR SPDR Dow Jones Ind UT SER 1 | $288K | 552 | 0.2% | —Held | |
| 46 | Microsoft Corp COM | $285K | 763 | 0.2% | ▲+0.7% Added · +5 sh | |
| 47 | Ishares TR CORE 80 20 ETF | $282K | 2.9K | 0.2% | —Held | |
| 48 | JPMorgan Chase & Co COM | $255K | 780 | 0.2% | ▲+0.1% Added · +1 sh | |
| 49 | Walmart Inc COM | $253K | 2.2K | 0.2% | ▲+0.4% Added · +9 sh | |
| 50 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $243K | 4.1K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2094948/holdings"
Use Arkolith to show Peak Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.