Portfolio (Quarterly) Guide ↗

Peak Wealth Management LLC

· CIK 0002094948

13F Portfolio $143M AUM 59 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 18 Added 11 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IAGG	ISHARES TR	—	58,345	$2.9M	2.40%	SOLD
2	SHM	SPDR SERIES TRUST	—	4,501	$215K	0.18%	SOLD

Sector Allocation

Technology 28.9%

Financial Services 28.7%

Healthcare 25.7%

Consumer Cyclical 6.1%

Energy 5.9%

Consumer Defensive 1.7%

Communication Services 1.6%

Utilities 1.4%