Peak Wealth Management LLC

NASHUA, NH · CIK 2094948 · 13F filing filed 2026-07-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNashua, NH

$142.5m reported value +16.9% vs Q1 2026

59positions

64.1%in top 10

7 new 24 added 12 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	466,587	$16.2m11.40%	11.40%	Added +75.9k	+75,922 19.4%
2	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	440,546	$14.9m10.46%	10.46%	Added +57.6k	+57,591 15.0%
3	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	170,930	$11.6m8.16%	8.16%	Added +7.0k	+6,964 4.2%
4	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	314,392	$8.7m6.11%	6.11%	Reduced -63.2k	-63,187 -16.7%
5	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	111,436	$8.2m5.74%	5.74%	Added +9.3k	+9,332 9.1%
6	ISHARES TR US TREAS BD ETF GOVT	GOVT	356,494	$8.1m5.70%	5.70%	Added +36.4k	+36,407 11.4%
7	ISHARES TR MSCI USA MMENTM MTUM	MTUM	21,161	$7.3m5.09%	5.09%	Reduced -8	-8 -0.0%
8	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	126,148	$6.7m4.67%	4.67%	Reduced -16.8k	-16,828 -11.8%
9	ISHARES INC CORE MSCI EMKT IEMG	IEMG	66,707	$5.5m3.88%	3.88%	Reduced -33.0k	-33,010 -33.1%
10	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	83,436	$4.2m2.95%	2.95%	New
11	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	75,705	$4.0m2.78%	2.78%	Reduced -13.4k	-13,408 -15.1%
12	JOHN HANCOCK EXCHANGE TRADED MORTGAGE BACKED JHMB	JHMB	178,328	$3.9m2.75%	2.75%	Added +13.0k	+13,046 7.9%
13	BLACKROCK ETF TRUST ISHA SYST AL ETF IALT	IALT	131,773	$3.7m2.59%	2.59%	New
14	BLACKROCK ETF TRUST II ISHA GLO USD ETF GGOV	GGOV	68,867	$3.5m2.43%	2.43%	New
15	REGENERON PHARMACEUTICALS COM REGN	REGN	4,992	$3.1m2.18%	2.18%	Reduced -219	-219 -4.2%
16	APPLE INC COM AAPL	AAPL	9,779	$2.8m1.99%	1.99%	Added +7	+7 0.1%
17	ISHARES TR NATIONAL MUN ETF MUB	MUB	23,962	$2.6m1.81%	1.81%	Added +7.6k	+7,638 46.8%
18	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	41,050	$2.5m1.72%	1.72%	Added +7.5k	+7,487 22.3%
19	INNOVATOR ETFS TRUST EQUITY DEFINED P JAJL	JAJL	81,328	$2.4m1.71%	1.71%	Added +44	+44 0.1%
20	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,369	$2.3m1.62%	1.62%	Added +74	+74 2.2%
21	INNOVATOR ETFS TRUST EQUITY DEF PROTN ZFEB	ZFEB	60,330	$1.6m1.10%	1.10%	Unchanged
22	SPDR GOLD TR GOLD SHS GLD	GLD	3,905	$1.4m1.01%	1.01%	Added +349	+349 9.8%
23	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,633	$1.2m0.86%	0.86%	Added +110	+110 7.2%
24	ISHARES TR SHRT NAT MUN ETF SUB	SUB	10,138	$1.1m0.76%	0.76%	Reduced -2.0k	-2,033 -16.7%
25	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	4,187	$918.8k0.64%	0.64%	Reduced -22.0k	-22,038 -84.0%
26	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	12,445	$886.7k0.62%	0.62%	Reduced -787	-787 -6.0%
27	EXXON MOBIL CORP COM XOM	XOM	6,241	$853.3k0.60%	0.60%	Reduced -760	-760 -10.9%
28	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	15,182	$767.9k0.54%	0.54%	Added +4.0k	+3,968 35.4%
29	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	8,323	$716.9k0.50%	0.50%	Added +751	+751 9.9%
30	ISHARES TR RUS 1000 VAL ETF IWD	IWD	2,950	$715.2k0.50%	0.50%	Added +113	+113 4.0%
31	DIREXION SHS ETF TR DLY SCOND 3XBU SOXL	SOXL	2,500	$666.8k0.47%	0.47%	New
32	CISCO SYS INC COM CSCO	CSCO	5,585	$656.0k0.46%	0.46%	Unchanged
33	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	10,376	$630.8k0.44%	0.44%	Unchanged
34	ABBVIE INC COM ABBV	ABBV	2,500	$629.1k0.44%	0.44%	Unchanged
35	INNOVATOR ETFS TRUST EQUITY DEFINED AAPR	AAPR	20,651	$609.1k0.43%	0.43%	Unchanged
36	AMAZON COM INC COM AMZN	AMZN	2,331	$555.6k0.39%	0.39%	Reduced -220	-220 -8.6%
37	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	687	$506.1k0.36%	0.36%	Added +96	+96 16.2%
38	CORNING INC COM GLW	GLW	1,715	$438.1k0.31%	0.31%	Added +100	+100 6.2%
39	ISHARES TR CORE US AGGBD ET AGG	AGG	4,331	$428.7k0.30%	0.30%	Added +188	+188 4.5%
40	BANK AMERICA CORP COM BAC	BAC	6,997	$398.7k0.28%	0.28%	Added +34	+34 0.5%
41	HOME DEPOT INC COM HD	HD	957	$337.5k0.24%	0.24%	Added +1	+1 0.1%
42	ISHARES TR CORE S&P500 ETF IVV	IVV	420	$314.8k0.22%	0.22%	Unchanged
43	INNOVATOR ETFS TRUST US EQTY PWR BUF PJAN	PJAN	6,126	$303.2k0.21%	0.21%	Unchanged
44	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	785	$290.5k0.20%	0.20%	Unchanged
45	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	552	$288.4k0.20%	0.20%	Unchanged
46	MICROSOFT CORP COM MSFT	MSFT	763	$284.8k0.20%	0.20%	Added +5	+5 0.7%
47	ISHARES TR AGGRES ALLOC ETF AOA	AOA	2,891	$282.2k0.20%	0.20%	Unchanged
48	JPMORGAN CHASE & CO COM JPM	JPM	780	$255.3k0.18%	0.18%	Added +1	+1 0.1%
49	WALMART INC COM WMT	WMT	2,237	$253.3k0.18%	0.18%	Added +9	+9 0.4%
50	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	4,073	$243.1k0.17%	0.17%	Unchanged
51	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,253	$238.7k0.17%	0.17%	New
52	VERIZON COMMUNICATIONS INC COM VZ	VZ	5,360	$226.9k0.16%	0.16%	Unchanged
53	INNOVATOR ETFS TRUST EQUITY DEFINED P ZDEK	ZDEK	8,320	$219.8k0.15%	0.15%	Unchanged
54	ISHARES TR IBOXX INV CP ETF LQD	LQD	2,000	$218.1k0.15%	0.15%	Unchanged
55	VANGUARD INDEX FDS VALUE ETF VTV	VTV	998	$217.5k0.15%	0.15%	Reduced -35	-35 -3.4%
56	DTE ENERGY CO COM DTE	DTE	1,350	$205.7k0.14%	0.14%	New
57	INNOVATOR ETFS TRUST US EQT ULTRA BF UJAN	UJAN	4,510	$204.4k0.14%	0.14%	New
58	ISHARES TR PFD AND INCM SEC PFF	PFF	6,652	$202.8k0.14%	0.14%	Unchanged
59	WESTERN UN CO COM WU	WU	10,500	$80.8k0.06%	0.06%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IAGG	IAGG	58,345	$2.9m58.3k shares
SPDR SER TR SHM	SHM	4,501	$215.3k4.5k shares