46 Peaks LLC — 13F Holdings & Portfolio

CIK 2112665 · latest 13F-HR filed 2026-05-01

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$137.3M

Long-equity book

Holdings

21

Distinct positions

Period

2026-03-31

Filed 2026-05-01

Q/Q Activity

+0 / −3 / ↑5 / ↓1

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FIDELITY COVINGTON TRUST$572.6K +52.5%
  • JOHN HANCOCK EXCHANGE TRADED$489.0K +5.3%
  • AMERICAN CENTY ETF TR$389.7K +8.2%
  • TIDAL TRUST I$41.0K +5.2%
  • GOLDMAN SACHS ETF TR$30.0K +6.2%
Show all 5

Top Trims

  • GRANITESHARES ETF TR-$45.5K -18.0%
Show all 1

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • NVIDIA CORPORATION$384.9K
  • SERVICE CORP INTL$239.8K
  • WASTE MGMT INC DEL$218.4K
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $28.8M 20.94% 610,925 SH
2 WISDOMTREE TR NTSX 97717Y790 $23.1M 16.82% 442,988 SH
3 ISHARES TR DGRO 46434V621 $18.9M 13.77% 269,409 SH
4 WISDOMTREE TR NTSI 97717Y634 $12.4M 9.02% 281,364 SH
5 JOHN HANCOCK EXCHANGE TRADED JHMM 47804J206 $9.8M 7.11% 145,555 SH
6 FIDELITY COVINGTON TRUST FELG 31609A305 $9.6M 6.96% 254,954 SH
7 VANECK ETF TRUST MOAT 92189F643 $9.3M 6.80% 96,548 SH
8 SSGA ACTIVE ETF TR GAL 78467V400 $8.6M 6.29% 174,483 SH
9 AMERICAN CENTY ETF TR AVEM 025072604 $5.2M 3.75% 63,996 SH
10 NEW YORK LIFE INVTS ACTIVE E MMIT 45409F827 $4.4M 3.22% 183,500 SH
11 FIDELITY COVINGTON TRUST FFGX 31609A875 $1.7M 1.21% 54,560 SH
12 ISHARES TR IVV 464287200 $1.0M 0.76% 1,588 SH
13 INNOVATOR ETFS TRUST LOUP 45782C862 $928.4K 0.68% 13,486 SH
14 TIDAL TRUST I UPAR 886364595 $828.4K 0.60% 51,034 SH
15 ISHARES TR QUAL 46432F339 $536.3K 0.39% 2,796 SH
16 GOLDMAN SACHS ETF TR GSIE 381430107 $516.9K 0.38% 11,985 SH
17 ISHARES TR MTUM 46432F396 $504.5K 0.37% 2,102 SH
18 VANGUARD INDEX FDS VOO 922908363 $477.2K 0.35% 799 SH
19 ISHARES TR USMV 46429B697 $356.6K 0.26% 3,845 SH
20 ISHARES TR SIZE 46432F370 $242.4K 0.18% 1,520 SH
21 GRANITESHARES ETF TR DRUP 38747R603 $206.7K 0.15% 3,777 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-01 $137.3M 21 0001172661-26-001584
2025-12-31 2026-02-26 $136.3M 24 0001172661-26-001328