Peak Wealth Management LLC - Portfolio Stock Holdings

Peak Wealth Management LLC disclosed 61 stock positions in a recent SEC 13F filing. $142,522,867 of stock holdings were filed, with the largest holdings including SCHV, SCHG, and DYNF. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $446,000,000 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.