Peak Wealth Management LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
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
Q1 2026
54
121,874
SCHV, SCHG, DYNF, SCHF
13F-HR
4/14/2026
000195175726000592
Q4 2025
51
119,629
SCHG, SCHV, DYNF, BND
13F-HR
2/4/2026
000195175726000346