Peak Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 67 separate positions, with the total value of the portfolio not explicitly stated in the provided data.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising the majority of the holdings. Major ETF providers represented include BlackRock, iShares, Schwab Strategic Trust, and Vanguard. Among the notable equity positions, Regeneron Pharmaceuticals is held with 4,998 shares, while Microsoft Corporation and Apple Inc. are held with 759 and 9,785 shares, respectively.
The filing indicates that all positions are held as sole voting power and sole dispositive power. Key individual stock holdings include shares in AbbVie Inc., Amazon.com Inc., Bank of America Corp., Cisco Systems Inc., ExxonMobil Holdings Corp., Home Depot Inc., JPMorgan Chase & Co., Verizon Communications Inc., Walmart Inc., and Western Union Co.
Notable ETF holdings include the Schwab Strategic Trust U.S. Large Cap Growth ETF, Schwab Strategic Trust U.S. Large Cap Value ETF, and Vanguard Total Bond Market Index Fund. The filing was signed by John Garrity, the Chief Compliance Officer, on October 26, 2026.
