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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, RSP, VOO, and represent 35.84% of Peak Financial Management's stock portfolio.
Added to shares of these 10 stocks: FLXR, NFLT, JPIB, VCIT, SDCI, MSFT, RSP, SCHZ, AGG, SCHP.
Started 2 new stock positions in SCHD, DE.
Reduced shares in these 10 stocks: VOO, VTI, NVDA, VXUS, GOOGL, GLTR, BSX, AAPL, GOOG, .
Sold out of its positions in BABA, BSX, DVS, ORCL, BND.
Peak Financial Management was a net buyer of stock by $501k.
Peak Financial Management has $388M in assets under management (AUM), dropping by 2.51%.
Central Index Key (CIK): 0001669662

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Portfolio Holdings for Peak Financial Management

Peak Financial Management holds 98 positions in its portfolio as reported in the December 2025 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)	11.6	$45M		595k	75.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	8.0	$31M	-2%	93k	335.27	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	7.3	$28M		370k	76.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	4.6	$18M	+2%	92k	191.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.3	$17M	-5%	27k	627.14	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	3.9	$15M	+3%	312k	48.70	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	3.8	$15M	-2%	72k	205.60	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.3	$13M	+4%	154k	83.75	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.2	$12M		467k	26.23	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	3.1	$12M		260k	46.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.0	$12M	+2%	118k	99.88	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.0	$12M		392k	30.07	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	3.0	$12M	+6%	512k	23.04	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	2.7	$11M		103k	103.36	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.7	$11M	+2%	248k	42.87	View chart
Tcw Etf Trust Flexible Income (FLXR)	2.4	$9.1M	+15%	231k	39.60	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.3	$8.8M	+3%	332k	26.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$8.4M		70k	120.18	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.1	$8.3M	+4%	353k	23.37	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	2.1	$8.1M	+5%	366k	22.03	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.6	$6.1M		43k	141.49	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.5	$5.6M		99k	56.96	View chart
Apple (AAPL)	1.3	$5.0M	-5%	19k	271.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$4.7M	-4%	174k	26.91	View chart
NVIDIA Corporation (NVDA)	1.1	$4.1M	-14%	22k	186.50	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$4.0M		167k	24.04	View chart
Sprott Asset Management Physical Gold An (CEF)	0.9	$3.5M		77k	45.80	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$2.9M		33k	89.46	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$2.5M		17k	148.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.4M		3.5k	684.98	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$2.4M		21k	109.91	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.6	$2.2M	-2%	22k	102.39	View chart
Microsoft Corporation (MSFT)	0.6	$2.1M	+21%	4.4k	483.70	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.5	$1.9M	-4%	35k	53.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.5	$1.9M	-3%	58k	31.85	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.4	$1.7M		46k	37.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.4M	-2%	22k	62.47	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.3	$1.3M	-4%	34k	40.25	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.2M		6.3k	183.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.0M	-20%	3.3k	313.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.0M	-3%	5.4k	191.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$975k	-5%	18k	53.76	View chart
Amazon (AMZN)	0.2	$861k	-6%	3.7k	230.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.2	$857k	-8%	25k	34.08	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$814k		6.3k	128.83	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$794k		8.3k	95.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$786k	-31%	2.5k	313.00	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$726k		22k	33.02	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$688k	-2%	15k	45.53	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$653k	-2%	4.7k	139.34	View chart
Micron Technology (MU)	0.1	$558k	+55%	2.0k	285.50	View chart
Costco Wholesale Corporation (COST)	0.1	$554k		642.00	862.34	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$549k		3.7k	148.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$531k		865.00	614.31	View chart
Ge Aerospace Com New (GE)	0.1	$507k	+3%	1.6k	308.04	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$469k	-13%	3.0k	154.80	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$462k		20k	23.38	View chart
TJX Companies (TJX)	0.1	$459k	+2%	3.0k	153.61	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$439k	-5%	1.1k	396.31	View chart
LeMaitre Vascular (LMAT)	0.1	$435k		5.4k	81.10	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$411k		4.2k	97.21	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$410k		8.8k	46.29	View chart
Verizon Communications (VZ)	0.1	$401k		9.9k	40.73	View chart
Ge Vernova (GEV)	0.1	$390k	+8%	597.00	653.71	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$388k	+8%	1.3k	303.89	View chart
Advanced Micro Devices (AMD)	0.1	$369k	+25%	1.7k	214.16	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$359k	-13%	3.3k	110.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$352k		700.00	502.65	View chart
Exxon Mobil Corporation (XOM)	0.1	$339k	-5%	2.8k	120.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$336k	+6%	12k	28.48	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$331k		3.7k	88.49	View chart
Meta Platforms Cl A (META)	0.1	$321k	+17%	486.00	660.09	View chart
Procter & Gamble Company (PG)	0.1	$314k	-7%	2.2k	143.37	View chart
Eli Lilly & Co. (LLY)	0.1	$313k	-7%	291.00	1074.68	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$287k	+2%	6.5k	44.17	View chart
Broadcom (AVGO)	0.1	$286k	+17%	827.00	346.14	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$281k		1.4k	199.68	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$279k		409.00	682.95	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$275k		1.8k	155.12	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$273k	-3%	5.9k	45.98	View chart
Parker-Hannifin Corporation (PH)	0.1	$272k	+6%	309.00	878.96	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$272k		2.8k	97.85	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$272k		5.9k	46.08	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$268k		1.9k	141.05	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$263k		3.2k	81.17	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$253k		2.9k	86.25	View chart
International Business Machines (IBM)	0.1	$252k		851.00	296.21	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$247k		2.9k	85.78	View chart
Johnson & Johnson (JNJ)	0.1	$244k		1.2k	207.05	View chart
JPMorgan Chase & Co. (JPM)	0.1	$239k	+2%	742.00	322.22	View chart
Hubspot (HUBS)	0.1	$233k		580.00	401.30	View chart
Deere & Company (DE)	0.1	$230k	NEW	494.00	465.57	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.1	$222k		4.4k	50.46	View chart
Abbvie (ABBV)	0.1	$221k	-9%	964.00	228.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$214k	NEW	7.8k	27.43	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$210k	+100%	1.8k	119.41	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$209k		884.00	235.99	View chart
Austin Gold Corp (AUST)	0.0	$30k	-15%	20k	1.48	View chart

Past Filings by Peak Financial Management

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

Peak Financial Management 2025 Q4 filed Jan. 23, 2026
Peak Financial Management 2025 Q3 filed Oct. 9, 2025
Peak Financial Management 2025 Q2 filed July 23, 2025
Peak Financial Management 2025 Q1 filed May 13, 2025
Peak Financial Management 2024 Q4 filed Jan. 22, 2025
Peak Financial Management 2024 Q3 filed Oct. 15, 2024
Peak Financial Management 2024 Q2 filed July 23, 2024
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

View all past filings

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