Peak Wealth Management LLC holds a focused book of 59 stocks worth $142.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-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.
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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.
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
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.