Peak Wealth Management LLC
All 13F Filings
- Location
- Nashua, NH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 121,874
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 16.21 K | 13.3% | 0 | 38.31 K | -38.31 K |
| ETFs | 105.7 K | 86.7% | 40.56 K | 0 | 40.56 K |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
121,874
Holdings
54
QoQ value change ($000)
2,244
(1.9%)
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.