Titelia

Holdings of Peak Wealth Management LLC

47 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 72.3 % of the equity sleeve

Sector breakdown

  • Funds 18.7 %
  • Health care 4.2 %
  • Technology 3.1 %
  • Energy 1.1 %
  • Consumer discretionary 0.8 %
  • Financials 0.5 %
  • Consumer staples 0.3 %
  • Communication 0.2 %
  • Unattributed 71.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US47108.6M $100.00 %

Positions

RankCompanySharesValueWeight
1Schwab Strategic Trust 390,66511.9M $
2Schwab Strategic Trust 382,95511.2M $
3BlackRock ETF Trust 163,9669.5M $
4Schwab International Equity ETF 377,5799.3M $
5Vanguard Total Bond Market ETF 102,1047.5M $
6iShares Trust 320,0877.3M $
7iShares Core MSCI Emerging Markets ETF 99,7177M $
8iShares MSCI USA Momentum Factor ETF 21,1695.1M $
9iShares Trust 26,2255M $
10BlackRock ETF Trust II 89,1134.6M $
11Regeneron Pharmaceuticals, Inc. 5,2114M $
12iShares Trust 58,3452.9M $
13Apple Inc 9,7722.5M $
14Global X Funds 33,5632.4M $
15Vanguard S&P 500 ETF 3,2952M $
16iShares National Muni Bond ETF 16,3241.7M $
17SPDR Gold Shares 3,5561.5M $
18iShares Short-Term National Muni Bond ETF 12,1711.3M $
19Exxon Mobil Corp 7,0011.2M $
20State Street SPDR S&P 500 ETF Trust 1,523990.5K $
21Vanguard FTSE Developed Markets ETF 13,232847.9K $
22iShares Trust 2,837606.2K $
23SPDR Series Trust 10,376587.1K $
24Vanguard Tax-Exempt Bond Index ETF 11,214559.5K $
25Vanguard Growth ETF 1,262551.2K $
26AbbVie Inc 2,500543.7K $
27Amazon.com Inc 2,551531.3K $
28Cisco Systems, Inc. 5,585433.3K $
29iShares Core U.S. Aggregate Bond ETF 4,143411.3K $
30Invesco QQQ Trust Series 1 591341.3K $
31Bank of America Corp 6,963339.5K $
32Home Depot Inc/The 956314.5K $
33Innovator U.S. Equity Power Bu 6,126282.6K $
34Microsoft Corp 758280.5K $
35Walmart Inc 2,228276.9K $
36iShares Core S&P 500 ETF 420274.5K $
37Verizon Communications Inc 5,360269.1K $
38iShares Core 80/20 Aggressive 2,891255.8K $
39State Street Spdr Dow Jones Industrial Average Etf Trust 552255.7K $
40Vanguard Total Stock Market ETF 785251.8K $
41JPMorgan Chase & Co 779229.2K $
42Vanguard International Equity Index Funds 4,073220.1K $
43Corning Inc 1,615219.6K $
44iShares iBoxx USD Investment Grade Corporate Bond ETF 2,000218K $
45Vanguard Value ETF 1,033202.7K $
46iShares Preferred and Income S 6,652201.7K $
47Western Union Co/The 10,50091.7K $