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Peak Financial Management

Latest statistics and disclosures from Peak Financial Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VXUS, VTI, SPGM, VOO, SCHP, and represent 35.75% of Peak Financial Management's stock portfolio.
Added to shares of these 10 stocks: VXUS, NVDA, COMT, TSM, MRK, SPEM, NVO, SCHZ, CRWD, XLI.
Started 14 new stock positions in DAL, CAT, NVO, VRTX, CRWD, XLI, XLE, TSM, JNJ, GE. HOLX, ABBV, SCHD, MRK.
Reduced shares in these 10 stocks: AAPL, VOO, GOOGL, CVX, LADR, , MSFT, RSPH, SCHF, TSLA.
Sold out of its positions in CVX, JPM, LADR.
Peak Financial Management was a net buyer of stock by $4.4M.
Peak Financial Management has $316M in assets under management (AUM), dropping by 5.98%.
Central Index Key (CIK): 0001669662

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Portfolio Holdings for Peak Financial Management

Peak Financial Management holds 96 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	10.9	$34M		570k	60.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	8.5	$27M		103k	259.90	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	7.1	$22M		373k	59.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.4	$17M	-2%	36k	480.71	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	3.9	$12M		235k	52.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	3.4	$11M		337k	31.79	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.4	$11M		108k	97.94	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.2	$10M		122k	81.43	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.0	$9.3M	+2%	116k	80.51	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	2.8	$8.9M		101k	88.44	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.8	$8.8M	+2%	207k	42.55	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	2.6	$8.3M	+2%	163k	51.11	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.6	$8.2M	+3%	227k	36.19	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.5	$8.0M	+2%	132k	61.05	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	2.5	$7.9M		150k	52.37	View chart
Apple (AAPL)	2.5	$7.9M	-10%	46k	171.48	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	2.4	$7.6M		341k	22.36	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	2.4	$7.5M	+2%	79k	95.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.3	$7.2M		65k	110.52	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	1.9	$6.1M	+6%	226k	27.00	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	1.9	$5.9M		264k	22.24	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.7	$5.2M		48k	110.13	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.6	$4.9M	+5%	107k	46.00	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.5	$4.8M	+5%	90k	53.80	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$4.5M		72k	62.06	View chart
Ishares Tr Tips Bd Etf (TIP)	1.2	$3.8M		35k	107.41	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$3.4M	-3%	88k	39.02	View chart
NVIDIA Corporation (NVDA)	0.9	$2.9M	+19%	3.2k	903.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$2.7M		37k	74.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.0M	-5%	3.8k	525.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$2.0M		17k	115.30	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.5	$1.6M		78k	20.34	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$1.4M		15k	99.43	View chart
Microsoft Corporation (MSFT)	0.4	$1.4M	-13%	3.3k	420.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.4	$1.4M	-2%	38k	36.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.3M		27k	50.17	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.4	$1.2M	+4%	31k	40.05	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.4	$1.2M	-2%	39k	31.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.0M	-6%	24k	41.77	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$985k	+6%	6.1k	162.86	View chart
Amazon (AMZN)	0.3	$924k	-5%	5.1k	180.38	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$831k		7.9k	105.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$811k	-6%	5.3k	152.26	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$792k	+9%	9.9k	79.91	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$720k	-5%	20k	35.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$717k	-9%	1.6k	444.13	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$661k	-32%	4.4k	150.93	View chart
Costco Wholesale Corporation (COST)	0.2	$649k	+51%	886.00	732.63	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$634k		6.3k	100.81	View chart
Raytheon Technologies Corp (RTX)	0.2	$611k		6.3k	97.53	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$605k		5.6k	108.92	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$567k	-3%	3.8k	147.73	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$516k	+2%	4.7k	109.17	View chart
Eli Lilly & Co. (LLY)	0.2	$508k	+67%	653.00	777.96	View chart
Advanced Micro Devices (AMD)	0.1	$462k	+60%	2.6k	180.49	View chart
Hubspot (HUBS)	0.1	$457k	-5%	730.00	626.56	View chart
Verizon Communications (VZ)	0.1	$443k	-7%	11k	41.96	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$432k		3.8k	114.96	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$416k	+19%	18k	22.99	View chart
Procter & Gamble Company (PG)	0.1	$398k		2.5k	162.25	View chart
Exxon Mobil Corporation (XOM)	0.1	$387k	-4%	3.3k	116.24	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$384k	+74%	8.8k	43.56	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$381k		22k	17.30	View chart
Boeing Company (BA)	0.1	$365k	+15%	1.9k	192.99	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$358k	+10%	4.1k	86.48	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$349k	+23%	2.7k	131.35	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$340k	NEW	2.5k	136.05	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$336k	-2%	4.7k	70.88	View chart
Merck & Co (MRK)	0.1	$333k	NEW	2.5k	131.95	View chart
LeMaitre Vascular (LMAT)	0.1	$323k		4.9k	66.36	View chart
Vaneck Etf Trust International Hi (IHY)	0.1	$322k	-2%	16k	20.69	View chart
Meta Platforms Cl A (META)	0.1	$293k	-14%	603.00	485.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$291k	+6%	693.00	420.52	View chart
TJX Companies (TJX)	0.1	$287k	+16%	2.8k	101.42	View chart
Novo-nordisk A S Adr (NVO)	0.1	$282k	NEW	2.2k	128.40	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$263k	NEW	821.00	320.59	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$263k		2.1k	125.33	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$258k	NEW	2.1k	125.96	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$246k	NEW	5.1k	47.87	View chart
Broadcom (AVGO)	0.1	$245k	-13%	185.00	1325.41	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$245k		5.8k	42.23	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$243k	+2%	6.0k	40.27	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$234k	NEW	560.00	418.01	View chart
Boston Scientific Corporation (BSX)	0.1	$233k	-16%	3.4k	68.49	View chart
Tesla Motors (TSLA)	0.1	$233k	-33%	1.3k	175.78	View chart
Abbvie (ABBV)	0.1	$232k	NEW	1.3k	182.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$222k		4.4k	50.60	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$221k	NEW	2.3k	94.41	View chart
General Electric Com New (GE)	0.1	$220k	NEW	1.3k	175.53	View chart
Caterpillar (CAT)	0.1	$220k	NEW	600.00	366.43	View chart
Hologic (HOLX)	0.1	$217k	NEW	2.8k	77.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$213k	NEW	2.6k	80.63	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$212k	-3%	4.3k	49.24	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$210k	+3%	6.5k	32.23	View chart
Dupont De Nemours (DD)	0.1	$208k	+2%	2.7k	76.67	View chart
Johnson & Johnson (JNJ)	0.1	$203k	NEW	1.3k	158.13	View chart

Past Filings by Peak Financial Management

SEC 13F filings are viewable for Peak Financial Management going back to 2015

Peak Financial Management 2024 Q1 filed April 23, 2024
Peak Financial Management 2023 Q4 filed Jan. 18, 2024
Peak Financial Management 2023 Q3 filed Oct. 25, 2023
Peak Financial Management 2023 Q2 filed July 27, 2023
Peak Financial Management 2023 Q1 filed April 25, 2023
Peak Financial Management 2022 Q4 filed Jan. 30, 2023
Peak Financial Management 2022 Q3 filed Oct. 28, 2022
Peak Financial Management 2022 Q2 filed July 29, 2022
Peak Financial Management 2022 Q1 filed April 20, 2022
Peak Financial Management 2021 Q4 filed Jan. 27, 2022
Peak Financial Management 2021 Q3 filed Oct. 19, 2021
Peak Financial Management 2021 Q2 filed Aug. 4, 2021
Peak Financial Management 2021 Q1 filed April 29, 2021
Peak Financial Management 2020 Q4 filed Jan. 26, 2021
Peak Financial Management 2020 Q3 filed Oct. 19, 2020
Peak Financial Management 2020 Q2 filed Aug. 6, 2020

View all past filings

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