Peak Wealth Management LLC — 13F holdings

Peak Wealth Management LLC reported 59 holdings worth $143M in its 13F filing for Q2 2026, filed July 14, 2026.

Largest positions

1. SCHV SCHWAB STRATEGIC TR — $16.2M (11.4%)
2. SCHG SCHWAB STRATEGIC TR — $14.9M (10.5%)
3. DYNF BLACKROCK ETF TRUST — $11.6M (8.2%)
4. SCHF SCHWAB STRATEGIC TR — $8.71M (6.1%)
5. BND VANGUARD BD INDEX FDS — $8.18M (5.7%)
6. GOVT ISHARES TR — $8.12M (5.7%)
7. MTUM ISHARES TR — $7.25M (5.1%)
8. BAI BLACKROCK ETF TRUST — $6.65M (4.7%)
9. IEMG ISHARES INC — $5.53M (3.9%)
10. BLCR BLACKROCK ETF TRUST — $4.20M (2.9%)