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Portfolio (Quarterly) Guide ↗

46 Peaks LLC

· CIK 0002112665
13F Portfolio $159M AUM 30 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 30 New
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JCPB J P MORGAN EXCHANGE TRADED F 643,426.0 $30.2M 18.99% NEW $46.94 -1.5%
2 NTSX WISDOMTREE TR 386,537.0 $22.8M 14.35% NEW $59.05 +2.0%
3 DGRO ISHARES TR 243,630.0 $18.5M 11.61% NEW $75.79 +4.7%
4 FELG FIDELITY COVINGTON TRUST 351,215.0 $15.4M 9.66% NEW $43.75 +0.8%
5 NTSI WISDOMTREE TR 275,260.0 $12.8M 8.07% NEW $46.60 +4.3%
6 MOAT VANECK ETF TRUST 114,115.0 $11.9M 7.46% NEW $103.96 +10.6%
7 JHMM JOHN HANCOCK EXCHANGE TRADED 149,917.0 $11.2M 7.07% NEW $74.96 +0.2%
8 AVEM AMERICAN CENTY ETF TR 96,568.0 $9.3M 5.86% NEW $96.49 -1.8%
9 GAL SSGA ACTIVE ETF TR 175,486.0 $9.3M 5.83% NEW $52.84 +1.9%
10 MMIT NEW YORK LIFE INVTS ACTIVE E 183,900.0 $4.5M 2.82% NEW $24.35 -1.7%
11 FIDELITY COVINGTON TRUST 92,369.0 $3.2M 2.02% NEW $34.78
12 LOUP INNOVATOR ETFS TRUST 14,347.0 $1.4M 0.89% NEW $98.56 -9.6%
13 IVV ISHARES TR 1,588.0 $1.2M 0.75% NEW $748.88 +3.2%
14 UPAR TIDAL TRUST I 48,097.0 $778K 0.49% NEW $16.19 +1.7%
15 MTUM ISHARES TR 1,898.0 $651K 0.41% NEW $342.83 -12.6%
16 BOXX EA SERIES TRUST 5,254.0 $615K 0.39% NEW $117.09 +0.8%
17 NVDA NVIDIA CORPORATION Technology 2,935.0 $587K 0.37% NEW $200.07 +8.7%
18 QUAL ISHARES TR 2,622.0 $575K 0.36% NEW $219.43 +1.9%
19 RVMD REVOLUTION MEDICINES INC Healthcare 2,987.0 $559K 0.35% NEW $187.28 +11.0%
20 VOO VANGUARD INDEX FDS 799.0 $548K 0.34% NEW $686.44 +3.0%
Page 1 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.6%
Healthcare 30.3%
Financial Services 24.4%
Communication Services 10.7%