Holdings
Peak Wealth Management LLC
As of Jun 30, 2026, Peak Wealth Management LLC reported 15 positions worth US$11.1M. Largest: Regeneron Pharmaceuticals, Inc., Apple Inc and Exxon Mobil Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Regeneron Pharmaceuticals, Inc. | 4,992 | US$3.11M | −219 | Jun 30, 2026 |
| Apple Inc | 9,779 | US$2.83M | +7 | Jun 30, 2026 |
| Exxon Mobil Corporation | 6,241 | US$853K | −760 | Jun 30, 2026 |
| Cisco Systems, Inc. | 5,585 | US$656K | no change | Jun 30, 2026 |
| Abbvie Inc. | 2,500 | US$629K | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 2,331 | US$556K | −220 | Jun 30, 2026 |
| Corning Incorporated | 1,715 | US$438K | +100 | Jun 30, 2026 |
| Bank Of America Corporation | 6,997 | US$399K | +34 | Jun 30, 2026 |
| Home Depot, Inc. (the) | 957 | US$338K | +1 | Jun 30, 2026 |
| Microsoft Corp. | 763 | US$285K | +5 | Jun 30, 2026 |