Portfolio (Quarterly) Guide ↗

Peak Wealth Management LLC

· CIK 0002094948

13F Portfolio $122M AUM 54 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 19 Added 11 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XLK	SELECT SECTOR SPDR TR	—	3,371	$485K	0.41%	SOLD
2	—	ISHARES TR	—	4,865	$221K	0.18%	SOLD

Sector Allocation

Healthcare 31.9%

Financial Services 26.3%

Technology 23.8%

Energy 8.3%

Consumer Cyclical 5.9%

Communication Services 1.9%

Consumer Defensive 1.9%