Peak Wealth Management LLC - Portfolio overview

Peak Wealth Management LLC has 54 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. SCHV - SCHWAB STRATEGIC TR, 9.78%
2. SCHG - SCHWAB STRATEGIC TR, 9.15%
3. DYNF - BLACKROCK ETF TRUST, 7.83%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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