13F Filings History of Peak Wealth Management LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$119,629,974
Signature - Title
John Garrity - Chief Compliance Officer
Location
Nashua, NH
Summary
This page shows a list of all the recent 13F filings made by Peak Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Peak Wealth Management LLC reported 51 stock holdings with total value $119,629,974 as of Q4 2025. Top holdings included SCHG, SCHV, DYNF, BND, and SCHF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 51 $119,629,974 $0 $0 $0 SCHG, SCHV, DYNF, BND, SCHF 13F-HR 04 Feb 2026, 09:19