Peak Wealth Management LLC
CIK 2094948 · Holdings on Dec 31, 2025 · First reported Feb 4, 2026
Top ten holdings
Q4 2025- SCHG11.05%
- SCHV10.59%
- DYNF9.61%
- BND6.15%
- SCHF5.77%
- IEMG5.33%
- BINC5.29%
- QUAL4.53%
- MTUM4.08%
- BAI3.55%
Share classes counted separately65.95%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $13.22M | 11.05% | 405.31K shares | Prior unavailable — | — | ↗▾ |
| 02 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $12.66M | 10.59% | 427.66K shares | Prior unavailable — | — | ↗▾ |
| 03 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $11.49M | 9.61% | 188.96K shares | Prior unavailable — | — | ↗▾ |
| 04 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $7.36M | 6.15% | 99.35K shares | Prior unavailable — | — | ↗▾ |
| 05 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $6.90M | 5.77% | 287.23K shares | Prior unavailable — | — | ↗▾ |
| 06 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $6.37M | 5.33% | 94.79K shares | Prior unavailable — | — | ↗▾ |
| 07 | BINCISHARES FLEX I A ETF-USD INCISHARES FLEXIBLE View history and evidence | $6.33M | 5.29% | 120.04K shares | Prior unavailable — | — | ↗▾ |
| 08 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $5.42M | 4.53% | 27.27K shares | Prior unavailable — | — | ↗▾ |
| 09 | MTUMISHARES MSCI USA MOMENTUM FAMSCI USA MMENTM View history and evidence | $4.88M | 4.08% | 19.49K shares | Prior unavailable — | — | ↗▾ |
| 10 | BAIISHRS AI IN AND TECH ACT ETFISHARES A I INNO View history and evidence | $4.24M | 3.55% | 127.42K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2094948 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 119629974
}Research all 51 reported holdings.
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