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John Garrity

Peak Wealth Management Llc

Assets Managed
$142.524M
Holdings
59
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
16.95%(2Q avg: 9.41%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Peak Wealth Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Peak Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 142.524M in assets, with a quarterly growth rate of 16.95% and a 2-quarter average growth rate of 9.41%. The portfolio is managed by John Garrity, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 19.44%
11.4%
$16.242M
466,587 shares@ $34.82 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 15.04%
10.47%
$14.908M
440,546 shares@ $33.84 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 4.25%
8.16%
$11.625M
170,930 shares@ $68.02 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -16.73%
6.12%
$8.709M
314,392 shares@ $27.71 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 9.14%
5.74%
$8.181M
111,436 shares@ $73.42 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 11.38%
5.7%
$8.121M
356,494 shares@ $22.78 avg price
MTUM
Ishares Msci Usa Momentum Fa
Recent Activity
Decreased -0.03%
5.1%
$7.255M
21,161 shares@ $342.84 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
Decreased -11.76%
4.67%
$6.651M
126,148 shares@ $52.73 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -33.1%
3.88%
$5.526M
66,707 shares@ $82.85 avg price
BLCR
Ishares Lrg Cp Cr Act Etf-ui
Recent Activity
New Position
2.95%
$4.203M
83,436 shares@ $50.37 avg price

1-10 of 59