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Peak Wealth Management LLC
ETF
Concentrated trader
CIK: 0002094948 | NASHUA, NH
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
67
$146.6M
2026-10-26
SEC ↗
Q2 2026
13F-HR
59
$142.5M
2026-07-14
SEC ↗
Q1 2026
13F-HR
54
$121.9M
2026-04-14
SEC ↗
Q4 2025
13F-HR
51
$119.6M
2026-02-04
SEC ↗