Peak Wealth Management LLC

CIK

2094948

Location

NASHUA, NH

Portfolio Value

Micro $13,152,819

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,977 / 8,603 ▲ 22 · as of Mar 2026

Top Industry

Biotechnology 40.1%

3Y Alpha vs SPY

-31.4%

Period ended 3 months ago

Filed Apr 14, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-0.3%

SPY

+9.6%

Annualised alpha

-26.9%

Max drawdown

−8.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

30.6%

+3.3 pts

Top 5

72.8%

−3.9 pts

Top 10

87.7%

−2.8 pts

HHI

1,571

Moderately concentrated−36

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	34.7%	$4,569,952	2
Technology	26.0%	$3,413,554	4
Unclassified	23.7%	$3,117,371	4
Consumer Cyclical	6.4%	$845,714	2
Financial Services	5.0%	$660,261	3
Consumer Defensive	2.1%	$276,895	1
Communication Services	2.0%	$269,072	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+489	2,551	$531,296
VZ	Verizon Communications Inc	+100	5,360	$269,072
BAC	Bank Of America Corp /De/	+40	6,963	$339,446
AAPL	Apple Inc.	+8	9,772	$2,480,035
REGN	Regeneron Pharmaceuticals, Inc.	+7	5,211	$4,026,227
WMT	Walmart Inc.	+5	2,228	$276,895
HD	Home Depot, Inc.	+1	956	$314,418
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	−4,034	3,556	$1,530,111
CSCO	Cisco Systems, Inc.	−65	5,585	$433,340
MSFT	Microsoft Corp	−6	758	$280,588
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
GLW	Corning Inc /Ny	1,615	$219,591
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

17 positions · $13,152,819 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	5,211	+7	$4,026,227	+0.2%	30.61%
AAPL	Apple Inc. Technology	Added	9,772	+8	$2,480,035	−6.6%	18.86%
GLD	Spdr Gold Trust	Reduced	3,556	-4,034	$1,530,111	−49.1%	11.63%
SPY	Spdr S&P 500 ETF Trust	Held	1,523	0	$990,467	−4.6%	7.53%
ABBV	AbbVie Inc. Healthcare	Held	2,500	0	$543,725	−4.8%	4.13%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,551	+489	$531,296	+11.6%	4.04%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,585	-65	$433,340	−0.4%	3.29%
QQQ	Invesco Qqq Trust, Series 1	Held	591	0	$341,113	−6.0%	2.59%
BAC	Bank Of America Corp /De/ Financial Services	Added	6,963	+40	$339,446	−10.9%	2.58%
HD	Home Depot, Inc. Consumer Cyclical	Added	956	+1	$314,418	−4.3%	2.39%
MSFT	Microsoft Corp Technology	Reduced	758	-6	$280,588	−24.1%	2.13%
WMT	Walmart Inc. Consumer Defensive	Added	2,228	+5	$276,895	+11.8%	2.11%
VZ	Verizon Communications Inc Communication Services	Added	5,360	+100	$269,072	+25.6%	2.05%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	552	0	$255,680	−3.6%	1.94%
JPM	Jpmorgan Chase & Co Financial Services	Held	779	0	$229,150	−8.7%	1.74%
GLW	Corning Inc /Ny Technology	NEW	1,615	NEW	$219,591	NEW	1.67%
WU	Western Union CO Financial Services	Held	10,500	0	$91,665	−6.2%	0.70%