Peak Wealth Management LLC
Filing Date
Global Rank
#7,572
/ 8,232
▲ 171
Top Industry
Biotechnology
35.9%
3Y Alpha vs SPY
-43.1%
Period ended 2 months ago
Filed Apr 14, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-4.4%
SPY
+9.1%
Annualised alpha
-43.1%
Max drawdown
−7.6%
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
18 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.1%
+2.3 pts
Top 5
71.2%
−3.1 pts
Top 10
86.5%
−2.1 pts
HHI
1,390
Diversified−77
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 31.9% | $4,569,952 |
| Technology | 23.8% | $3,413,554 |
| Unclassified | 21.7% | $3,117,371 |
| Energy | 8.3% | $1,187,789 |
| Consumer Cyclical | 5.9% | $845,714 |
| Financial Services | 4.6% | $660,261 |
| Consumer Defensive | 1.9% | $276,895 |
| Communication Services | 1.9% | $269,072 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
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 exitedNo qualifying positions this quarter.
1 positions ·
$269,072 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 5,360 | $269,072 | 100.00% |