Peak Wealth Management LLC reported 59 holdings worth US$143M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
Peak Wealth Management LLC reported 59 holdings worth US$143M as of Jun 30, 2026. Largest: Regeneron Pharmaceuticals, Inc., Apple Inc and Exxon Mobil Corporation. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 59
- Value as reported
- US$143M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Regeneron Pharmaceuticals, Inc. | 4,992 | US$3.11M | 2.2% |
| Apple Inc | 9,779 | US$2.83M | 2.0% |
| Exxon Mobil Corporation | 6,241 | US$853K | 0.60% |
| Cisco Systems, Inc. | 5,585 | US$656K | 0.46% |
| Abbvie Inc. | 2,500 | US$629K | 0.44% |
| Amazon.com, Inc. | 2,331 | US$556K | 0.39% |
| Corning Incorporated | 1,715 | US$438K | 0.31% |
| Bank Of America Corporation | 6,997 | US$399K | 0.28% |
| Home Depot, Inc. (the) | 957 | US$338K | 0.24% |
| Microsoft Corp. | 763 | US$285K | 0.20% |
| Jp Morgan Chase & Co. | 780 | US$255K | 0.18% |
| Walmart Inc. | 2,237 | US$253K | 0.18% |
| Verizon Communications Inc. | 5,360 | US$227K | 0.16% |
| Dte Energy Company | 1,350 | US$206K | 0.14% |
| Western Union Company (the) | 10,500 | US$80,850 | 0.06% |