Peak Wealth Management LLC ETF holdings
Nashua, NH
Reported $131.4M in 44 ETFs in its Form 13F for June 30, 2026.
ETF value
$131.4M
ETFs held
44
Change from prior quarter
+18.8%
With price moves
ETFs as a share of its 13F
92.2%
of $142.5M
Top 10 of 44 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHV | Schwab U.S. Large-Cap Value ETF | $16.2M | 466,587 | +75,922 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $14.9M | 440,546 | +57,591 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $11.6M | 170,930 | +6,964 shares |
| SCHF | Schwab International Equity ETF | $8.7M | 314,392 | −63,187 shares |
| BND | Vanguard Total Bond Market ETF | $8.2M | 111,436 | +9,332 shares |
| GOVT | iShares U.S. Treasury Bond ETF | $8.1M | 356,494 | +36,407 shares |
| MTUM | iShares MSCI USA Momentum Factor ETF | $7.3M | 21,161 | −8 shares |
| BAI | iShares A.I. Innovation and Tech Active ETF | $6.7M | 126,148 | −16,828 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $5.5M | 66,707 | −33,010 shares |
| BLCR | iShares Large Cap Core Active ETF | $4.2M | 83,436 | New position |
34 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002094948. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Peak Wealth Management LLC own?
Peak Wealth Management LLC reported 44 ETF positions worth $131.4M in its Form 13F for June 30, 2026. The largest was SCHV, at $16.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.