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Peak Wealth Management LLCETFConcentrated trader

CIK: 0002094948 | NASHUA, NH

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR67$146.6M2026-10-26SEC ↗
Q2 2026
13F-HR59$142.5M2026-07-14SEC ↗
Q1 2026
13F-HR54$121.9M2026-04-14SEC ↗
Q4 2025
13F-HR51$119.6M2026-02-04SEC ↗