Loading…
CIK 0002094948 • 3 13F filings • Feb 4, 2026 – Jul 14, 2026
Import this data to Google Sheets with:
=jivedata("peak-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $571K | 0.5%Prev: 0.4% | 2,500 SH | Decreased |
| AMAZON COM INC | COM | $476K | 0.4%Prev: 0.4% | 2,062 SH | Decreased-269 SH |
| APPLE INC | COM | $2.7M | 2.2%Prev: 2.0% | 9,764 SH | Decreased-15 SH |
| BANK AMERICA CORP | COM | $381K | 0.3% | 6,923 SH | New |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $4.2M | 3.5% | 127,416 SH | New |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $11.5M | 9.6%Prev: 8.2% | 188,961 SH | Decreased+18,031 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $6.3M | 5.3% | 120,037 SH | New |
| CISCO SYS INC | COM | $435K | 0.4%Prev: 0.5% | 5,650 SH | Decreased+65 SH |
| EXXON MOBIL CORP | COM | $843K | 0.7%Prev: 0.6% | 7,005 SH | Decreased+764 SH |
| HOME DEPOT INC | COM | $329K | 0.3%Prev: 0.2% | 955 SH | Decreased-2 SH |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | $1.5M | 1.3%Prev: 1.1% | 60,330 SH | Decreased |
| INNOVATOR ETFS TRUST | EQUITY DEFINED | $587K | 0.5%Prev: 0.4% | 20,651 SH | Decreased |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | $2.7M | 2.2% | 92,374 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $363K | 0.3%Prev: 0.4% | 591 SH | Decreased-96 SH |
| ISHARES INC | CORE MSCI EMKT | $6.4M | 5.3%Prev: 3.9% | 94,793 SH | Increased+28,086 SH |
| ISHARES TR | CORE 80/20 AGGRE | $251K | 0.2% | 2,804 SH | New |
| ISHARES TR | CORE INTL AGGR | $2.7M | 2.3% | 54,122 SH | New |
| ISHARES TR | CORE S&P500 ETF | $288K | 0.2%Prev: 0.2% | 420 SH | Decreased |
| ISHARES TR | CORE US AGGBD ET | $417K | 0.3%Prev: 0.3% | 4,180 SH | Decreased-151 SH |
| ISHARES TR | IBOXX INV CP ETF | $220K | 0.2%Prev: 0.2% | 2,000 SH | Increased |
| ISHARES TR | MSCI INTL QUALTY | $221K | 0.2% | 4,865 SH | New |
| ISHARES TR | MSCI USA MMENTM | $4.9M | 4.1%Prev: 5.1% | 19,486 SH | Decreased-1,675 SH |
| ISHARES TR | MSCI USA QLT FCT | $5.4M | 4.5%Prev: 0.6% | 27,268 SH | Increased+23,081 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.4M | 1.2%Prev: 1.8% | 13,526 SH | Decreased-10,436 SH |
| ISHARES TR | PFD AND INCM SEC | $206K | 0.2%Prev: 0.1% | 6,652 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $597K | 0.5%Prev: 0.5% | 2,839 SH | Decreased-111 SH |
| ISHARES TR | SHRT NAT MUN ETF | $1.1M | 0.9%Prev: 0.8% | 10,110 SH | Decreased-28 SH |
| ISHARES TR | US TREAS BD ETF | $4.0M | 3.3%Prev: 5.7% | 171,660 SH | Decreased-184,834 SH |
| JOHN HANCOCK EXCHANGE TRADED | MORTGAGE BACKED | $3.5M | 2.9%Prev: 2.7% | 159,203 SH | Decreased-19,125 SH |
| JPMORGAN CHASE & CO. | COM | $251K | 0.2% | 779 SH | New |
| MICROSOFT CORP | COM | $370K | 0.3%Prev: 0.2% | 764 SH | Increased+1 SH |
| REGENERON PHARMACEUTICALS | COM | $4.0M | 3.4%Prev: 2.2% | 5,204 SH | Increased+212 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $6.9M | 5.8%Prev: 6.1% | 287,228 SH | Decreased-27,164 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $13.2M | 11.1%Prev: 10.5% | 405,313 SH | Decreased-35,233 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $12.7M | 10.6%Prev: 11.4% | 427,656 SH | Decreased-38,931 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $485K | 0.4% | 3,371 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $265K | 0.2% | 552 SH | New |
| SPDR GOLD TR | GOLD SHS | $3.0M | 2.5%Prev: 1.0% | 7,590 SH | Increased+3,685 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.0M | 0.9% | 1,523 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $799K | 0.7% | 14,744 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $7.4M | 6.2%Prev: 5.7% | 99,350 SH | Decreased-12,086 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $633K | 0.5%Prev: 0.5% | 1,297 SH | Decreased-7,026 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.0M | 1.7%Prev: 1.6% | 3,243 SH | Decreased-126 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $233K | 0.2%Prev: 0.2% | 696 SH | Decreased-89 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $557K | 0.5%Prev: 0.5% | 11,077 SH | Decreased-4,105 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $755K | 0.6%Prev: 0.6% | 12,089 SH | Decreased-356 SH |
| VERIZON COMMUNICATIONS INC | COM | $214K | 0.2%Prev: 0.2% | 5,260 SH | Decreased-100 SH |
| WALMART INC | COM | $248K | 0.2%Prev: 0.2% | 2,223 SH | Decreased-14 SH |
| WESTERN UN CO | COM | $98K | 0.1%Prev: 0.1% | 10,500 SH | Increased |
| 13F-HR |
| 0001951757-26-000592 |
| $121.9M |
| View |