Peak Wealth Management Llc Portfolio Changes in Q2 2026
This analysis details significant purchases and sales by Peak Wealth Management Llc during the second quarter of 2026, based on disclosed holdings data.
As reported for the period ending June 30th, 2026, Peak Wealth Management Llc's portfolio saw notable shifts in specific holdings. The total portfolio value stood at $118,810,250.
Significant Purchases This Quarter
The largest purchase during Q2 2026 was observed in shares of SCHWAB STRATEGIC TR (SCHV), which experienced a substantial increase of approximately 19.43% in its share count compared to the previous quarter.
Additionally, there were significant additions to other ETFs and funds:
- SCHWAB STRATEGIC TR (SCHG): The number of shares increased by about 15.04%, indicating continued confidence in this fund.
- ISHARES TR (GOVT): Holdings grew significantly, with a nearly 11.37% increase in shares.
- ISHARES INC (IEMG): Despite the overall portfolio growth, this fund saw an increase in its share count by about 9.14%, though it is now classified as a significant sell based on prior period changes.
Significant Sales and Reductions This Quarter
The most pronounced reduction occurred in SCHWAB STRATEGIC TR (SCHF), where the share count decreased by a substantial 16.73%, marking it as one of the significant sell activities.
Other notable decreases included:
- ISHARES INC (IEMG): A significant reduction was noted, with shares down by about 33.1% compared to the prior period.
- VANGUARD BD INDEX FDS (BND): Holdings saw a modest increase of approximately 9.14%, but it is not highlighted as a significant buy or sell in this filing.
Other Changes and Portfolio Context
Beyond the major shifts, several other holdings experienced changes:
- BLACKROCK ETF TRUST II (BINC): Holdings decreased slightly by about 15.05%.
- DYNF: A small increase was noted, but it is not classified as a significant buy or sell in this filing.
Furthermore, the investor added positions to other ETFs like ISHARES TR (MUB), which saw an increase of about 46.79% in its allocation percentage during Q2 2026.
Conclusion
The portfolio changes reflect a strategic adjustment, with increased focus on certain fixed-income and ETFs while reducing exposure to specific sectors or funds like SCHF. For detailed holdings information including the full list of top positions, please refer to the official filing data for Peak Wealth Management Llc.