Peak Wealth Management LLC: summary

Peak Wealth Management LLC reported 67 positions with a reported value of $146.64M in its 13F for Q3 2026. Compared with Q2 2026: 11 new positions, 3 exited.

Top positions

• SCHWAB U.S. LARGE-CAP GROWTH ETF
• SCHWAB U.S. LARGE-CAP VALUE ETF
• BLACKROCK ETF TRUST
• VANGUARD TOTAL BOND MARKET ETF
• SCHWAB INTERMEDIATE-TERM US TREASURY ETF
• SCHWAB INTERNATIONAL EQUITY ETF
• ISHARES CORE MSCI EMERGING MARKETS ETF
• BLACKROCK ETF TRUST
• BLACKROCK ETF TRUST
• BLACKROCK ETF TR