Long-term investor
Peak Wealth Management LLC @peakwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002094948).
Record
- Tracked since 2025-12-31 (300 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +0.6% · 1 year n/a · all +0.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524300 · 11.3% · long · since 2025-12-31
- 808524409 · 10.9% · long · since 2025-12-31
- 09290C103 · 9.6% · long · since 2025-12-31
- 921937835 · 5.2% · long · since 2025-12-31
- 808524854 · 5.1% · long · since 2026-09-30
- 808524805 · 4.8% · long · since 2025-12-31
- 46434G103 · 3.6% · long · since 2025-12-31
- 09290C764 · 3.5% · long · since 2026-09-30
- 09290C855 · 3.0% · long · since 2026-06-30
- 09290C665 · 2.8% · long · since 2026-06-30
- REGN · 2.8% · long · since 2025-12-31
- 47804J792 · 2.6% · long · since 2025-12-31