Peak Wealth Management LLC

13F Portfolio Filings

Most recent 13F: Q4 2025
Location: Nashua, NH
CIK: 0002094948
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2025	51	119,629	SCHG, SCHV, DYNF, BND	13F-HR	2/4/2026	000195175726000346