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46 Peaks LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002112665

$159.0M

disclosed book value

30

positions

19%

largest position share

Positions, as of 2026-06-30

top 30 of 30 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1JCPBJ P MORGAN EXCHANGE TRADED F643,426$30.2M19%
2NTSXWISDOMTREE TR386,537$22.8M14.4%
3DGROISHARES TR243,630$18.5M11.6%
4FELGFIDELITY COVINGTON TRUST351,215$15.4M9.7%
5NTSIWISDOMTREE TR275,260$12.8M8.1%
6MOATVANECK ETF TRUST114,115$11.9M7.5%
7JHMMJOHN HANCOCK EXCHANGE TRADED149,917$11.2M7.1%
8AVEMAMERICAN CENTY ETF TR96,568$9.3M5.9%
9GALSSGA ACTIVE ETF TR175,486$9.3M5.8%
10MMITNEW YORK LIFE INVTS ACTIVE E183,900$4.5M2.8%
11FFGXFIDELITY COVINGTON TRUST92,369$3.2M2%
12LOUPINNOVATOR ETFS TRUST14,347$1.4M0.9%
13IVVISHARES TR1,588$1.2M0.7%
14UPARTIDAL TRUST I48,097$778,4800.5%
15MTUMISHARES TR1,898$650,6910.4%
16BOXXEA SERIES TRUST5,254$615,1910.4%
17NVDANVIDIA CORPORATION2,935$587,2170.4%
18QUALISHARES TR2,622$575,3450.4%
19RVMDREVOLUTION MEDICINES INC2,987$559,4050.4%
20VOOVANGUARD INDEX FDS799$548,4690.3%
21CFGCITIZENS FINL GROUP INC7,816$547,6670.3%
22USMVISHARES TR3,831$369,5380.2%
23MUMICRON TECHNOLOGY INC320$369,3730.2%
24GSIEGOLDMAN SACHS ETF TR7,508$343,1380.2%
25VZVERIZON COMMUNICATIONS INC7,000$296,3800.2%
26MTDMETTLER TOLEDO INTERNATIONAL219$279,7750.2%
27SIZEISHARES TR1,514$269,9160.2%
28DRUPGRANITESHARES ETF TR3,777$234,6300.1%
29VGTVANGUARD WORLD FD1,724$206,0000.1%
30MBIMBIA INC19,398$126,4750.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.