SEC Form 13F

Peak Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$142,523,903
Positions59

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHVUS LCAP VA ETF$16,241,906466,587
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$14,908,072440,546
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$11,624,957170,930
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$8,708,659314,392
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$8,180,532111,436
ISHARES TRGOVTUS TREAS BD ETF$8,120,933356,494
ISHARES TRMTUMMSCI USA MMENTM$7,254,73421,161
BLACKROCK ETF TRUSTBAIISHA I IN TE ETF$6,650,531126,148
ISHARES INCIEMGCORE MSCI EMKT$5,526,04466,707
BLACKROCK ETF TRUSTBLCRISHA LA CORE ETF$4,202,67183,436

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page