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Home > Institutional Investor > Peak Wealth Management Llc > 13F Holdings

Instuitional Investor - Peak Wealth Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 390,665 $11,915,272 9.78%
2.
Schwab Strategic Trust
 FNDF 382,955 $11,155,486 9.15%
3.
Blackrock Etf Trust
 163,966 $9,539,517 7.83%
4.
Schwab Strategic Trust
 FNDF 377,579 $9,345,089 7.67%
5.
Vanguard Bond Index Funds
 BND 102,104 $7,518,973 6.17%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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