46 Peaks LLC
Long book
$137.3M
Q1 2026
Positions
21
Top-10 weight
95%
concentration
Last quarter
+8.9%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filings46 Peaks LLC is a wealth-management firm allocating client money, running a $137.3M US long book across 21 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: JPMORGAN CORE PLUS BOND ETF, WISDOMTREE US EFFICIENT CORE, ISHARES CORE DIVIDEND GROWTH, WISDOMTREE INTERNATIONAL EFF, JOHN HANCOCK MULTI FACT MID.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-1.5%
Q1 2026
+8.9%
Sector allocation
Technology 46%
Services media 28%
Utilities 26%
Long book by quarter
What does 46 Peaks own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|