Peak Wealth Management
Peak Wealth Management reported 67 stocks worth $147M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are SCHG (11.3%), SCHV (10.9%) and DYNF (9.6%). Compared with Q2 2026, the fund opened new positions in SCHR, CORO and XOM, added to SCHG, DYNF and IEMG, trimmed BND, SCHF and BAI and sold out of XOM, DTE and PFF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHG Schwab Strategic TR | $16.5M | 11.3% | 465K | +24K (+6%) | 4 of 4 | |
| 2 |  SCHV Schwab US Large Cap | $16M | 10.9% | 467K | No change | 4 of 4 | |
| 3 |  DYNF Blackrock ETF Trust | $14.1M | 9.6% | 204K | +33K (+19%) | 4 of 4 | |
| 4 |  BND Vanguard BD Index Fds | $7.6M | 5.2% | 108K | −3,426 (−3%) | 4 of 4 | |
| 5 |  SCHR Schwab Strategic TR | $7.5M | 5.1% | 314K | New position | 1 of 4 | |
| 6 |  SCHF Schwab International | $7M | 4.8% | 259K | −55K (−17%) | 4 of 4 | |
| 7 |  IEMG Ishares Inc | $5.3M | 3.6% | 68K | +1,781 (+3%) | 4 of 4 | |
| 8 |  CORO Ishares International Country Rotation Active ETF | $5.1M | 3.5% | 144K | New position | 1 of 4 | |
| 9 |  BLCR Blackrock ETF Trust | $4.3M | 3.0% | 88K | +4,617 (+6%) | 2 of 4 | |
| 10 |  IALT Blackrock ETF Trust | $4.2M | 2.8% | 139K | +7,672 (+6%) | 2 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Peak Wealth Management 13F FAQ
What does Peak Wealth Management own?
Peak Wealth Management reported 67 stocks worth $147M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are SCHG (11.3%), SCHV (10.9%) and DYNF (9.6%). The table above lists every position in the filing (the top 10 without an account).
What did Peak Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 19 added to, 16 trimmed and 3 sold out. New positions include SCHR, CORO and XOM. It sold all of XOM, DTE and PFF.
When will Peak Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Peak Wealth Management's portfolio worth?
The Q3 2026 filing reports $147M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.