Peak Wealth Management LLC
All 13F Filings
- Location
- Nashua, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 142,524
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 59 | 142,524 | 13F-HR | Peak Wealth Management LLC |
| Q1 2026 | 4/14/2026 | 54 | 121,874 | 13F-HR | Peak Wealth Management LLC |
| Q4 2025 | 2/4/2026 | 51 | 119,630 | 13F-HR | Peak Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.46 K | 11.5% | 247 | 0 | 247 |
| ETFs | 126.1 K | 88.5% | 20.41 K | 0 | 20.41 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
142,524
Holdings
59
QoQ value change ($000)
20,650
(16.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.