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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, RSP, and represent 36.40% of Peak Financial Management's stock portfolio.
Added to shares of these 10 stocks: NFLT, FLXR, SDCI, JPIB, RSP, VXUS, SHYG, VCIT, SCHZ, AGG.
Started 11 new stock positions in MU, ABBV, GDX, JPM, BABA, JNJ, AMD, VTWG, CALI, ORCL. AVGO.
Reduced shares in these 10 stocks: ILTB, COMT, VTI, VOO, SCHP, TLH, TIP, SCHX, AAPL, RSPH.
Sold out of its positions in TLH, ILTB, COMT, SCHD, TSLA.
Peak Financial Management was a net buyer of stock by $4.7M.
Peak Financial Management has $378M in assets under management (AUM), dropping by 7.59%.
Central Index Key (CIK): 0001669662

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Portfolio Holdings for Peak Financial Management

Peak Financial Management holds 101 positions in its portfolio as reported in the September 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)	11.7	$44M		600k	73.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	8.3	$31M	-3%	95k	328.17	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	7.4	$28M		371k	74.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.6	$17M	-4%	29k	612.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	4.5	$17M	+3%	90k	189.70	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	3.9	$15M	+4%	301k	49.03	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.3	$12M	+3%	148k	84.11	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	3.2	$12M		74k	165.45	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	3.2	$12M	+2%	259k	46.81	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.1	$12M		458k	25.71	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.1	$12M	+2%	115k	100.25	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.0	$12M		388k	29.64	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	2.9	$11M	+58%	481k	23.07	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.8	$11M	+4%	243k	43.30	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	2.7	$10M		103k	99.38	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.3	$8.7M	-8%	321k	26.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$8.3M		70k	118.83	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	2.1	$8.0M	+47%	347k	23.00	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.1	$8.0M	+4%	339k	23.47	View chart
Tcw Etf Trust Flexible Income (FLXR)	2.1	$7.9M	+59%	199k	39.80	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.6	$6.0M	-3%	44k	138.24	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.5	$5.7M	+2%	97k	58.72	View chart
Apple (AAPL)	1.3	$5.0M	-5%	20k	254.64	View chart
NVIDIA Corporation (NVDA)	1.3	$4.8M	+2%	26k	186.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.3	$4.8M	-7%	182k	26.34	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$4.0M		170k	23.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$2.9M	-6%	33k	87.31	View chart
Sprott Asset Management Physical Gold An (CEF)	0.8	$2.8M		77k	36.69	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$2.5M		17k	145.66	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$2.4M	-19%	21k	111.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.4M	-6%	3.5k	669.43	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.6	$2.3M	-8%	22k	103.36	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.5	$1.9M	-9%	37k	52.43	View chart
Microsoft Corporation (MSFT)	0.5	$1.9M		3.6k	517.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.5	$1.8M	-11%	60k	29.39	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.4	$1.6M	-6%	46k	35.44	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.4	$1.4M	-4%	35k	40.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.4M		23k	59.92	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.1M		6.3k	167.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.0M	-7%	19k	54.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.0M	-2%	5.6k	186.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.0M	+5%	4.2k	243.55	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.2	$897k	-2%	27k	32.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$887k	-4%	3.6k	243.10	View chart
Amazon (AMZN)	0.2	$874k		4.0k	219.57	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$795k	+3%	6.3k	125.95	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$781k		8.4k	92.99	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$703k	-11%	16k	45.51	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$658k		22k	29.62	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$650k	+4%	4.8k	135.65	View chart
Costco Wholesale Corporation (COST)	0.2	$585k	-14%	632.00	925.63	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$547k		3.8k	145.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$529k	-15%	881.00	600.37	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$488k	-14%	3.5k	139.17	View chart
Ge Aerospace Com New (GE)	0.1	$481k		1.6k	300.92	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$470k	+2%	20k	23.56	View chart
LeMaitre Vascular (LMAT)	0.1	$470k		5.4k	87.51	View chart
Verizon Communications (VZ)	0.1	$433k	-8%	9.9k	43.95	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$421k		3.8k	111.49	View chart
TJX Companies (TJX)	0.1	$420k	+33%	2.9k	144.54	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$415k	+3%	1.2k	355.47	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.1	$409k		4.2k	97.99	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$391k		8.8k	44.20	View chart
Procter & Gamble Company (PG)	0.1	$362k	-9%	2.4k	153.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$352k		700.00	502.74	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$342k	-9%	3.7k	91.42	View chart
Ge Vernova (GEV)	0.1	$340k		552.00	615.02	View chart
Exxon Mobil Corporation (XOM)	0.1	$335k		3.0k	112.75	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$328k	+9%	1.2k	279.29	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$309k	+12%	11k	27.90	View chart
Boston Scientific Corporation (BSX)	0.1	$307k	+6%	3.1k	97.63	View chart
Meta Platforms Cl A (META)	0.1	$303k	+16%	413.00	734.38	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$277k		1.4k	195.86	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$277k	+5%	6.1k	45.08	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$275k	+11%	6.3k	43.42	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$274k	-10%	1.8k	154.23	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$274k		2.8k	98.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$273k		409.00	667.19	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$272k		5.9k	46.24	View chart
Hubspot (HUBS)	0.1	$271k		580.00	467.80	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$265k	-9%	1.9k	139.67	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$248k	-34%	2.9k	84.85	View chart
Abbvie (ABBV)	0.1	$247k	NEW	1.1k	231.73	View chart
Eli Lilly & Co. (LLY)	0.1	$241k	+10%	316.00	763.00	View chart
International Business Machines (IBM)	0.1	$240k		851.00	282.16	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$236k	-12%	3.2k	72.77	View chart
Oracle Corporation (ORCL)	0.1	$233k	NEW	828.00	281.24	View chart
Broadcom (AVGO)	0.1	$232k	NEW	702.00	329.95	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$229k	NEW	1.3k	178.73	View chart
JPMorgan Chase & Co. (JPM)	0.1	$228k	NEW	722.00	315.43	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.1	$223k	NEW	4.4k	50.67	View chart
Advanced Micro Devices (AMD)	0.1	$221k	NEW	1.4k	161.79	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$220k	NEW	2.9k	76.41	View chart
Parker-Hannifin Corporation (PH)	0.1	$219k		289.00	758.15	View chart
Johnson & Johnson (JNJ)	0.1	$219k	NEW	1.2k	185.51	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$211k	-10%	881.00	239.64	View chart
Micron Technology (MU)	0.1	$210k	NEW	1.3k	167.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$208k	-16%	2.8k	74.37	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$207k	NEW	884.00	233.78	View chart
Dolly Varden Silver Corp Com No Par (DVS)	0.0	$50k	-11%	10k	5.01	View chart
Austin Gold Corp (AUST)	0.0	$41k		24k	1.74	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 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
Peak Financial Management 2021 Q4 filed Jan. 27, 2022

View all past filings

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