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Peak Wealth Management LLC

SEC CIK
0002094948
Latest filing
Jul 14, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Peak Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
552
Value
$288.4K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of DIA by Peak Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026552$288.4K0.2%00.0%UnchangedHolders
Q1 2026552$255.7K0.2%00.0%UnchangedHolders
Q4 2025552$265.3K0.2%–No prior filingHolders