Peak Wealth Management LLC
•CIK: 2094948•Filing: Q4 2025
**Peak Wealth Management LLC** manages $120M across a diversified portfolio of 51 positions. The strategy shows a significant allocation to U.S. growth and value sectors, highlighted by top holdings in SCHG ($13.2M) and SCHV ($12.7M). Further diversification is evident with substantial positions in income-generating assets like DYNF ($11.5M) and BND ($7.4M). The remaining capital is spread across international, factor-based, and thematic ETFs, indicating a tactical, growth-oriented mandate.
Total AUM
$119.6M
QoQ Performance
N/A
Positions
30
Top 10 Concentration
65.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHG
SCHV
DYNF
BND
SCHF
IEMG
BINC
SCHG11.1%
SCHV10.6%
DYNF9.6%
BND6.2%
SCHF5.8%
IEMG5.3%
BINC5.3%
QUAL4.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other91.5%
Technology2.9%
ETF2.8%
Consumer0.9%
Financial0.7%
Energy0.7%
Healthcare0.5%