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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, JPIB, and represent 35.57% of Peak Financial Management's stock portfolio.
Added to shares of these 10 stocks: FLXR, SNDK, RSP, SCHZ, SCHB, JPIB, NFLT, VXUS, AAPL, SHYG.
Started 20 new stock positions in SIVR, WDC, CRDO, SCHE, MRVL, CRWD, SNDK, KLAC, VRT, VLO. EES, PWV, STX, VB, EWY, FTEC, LLY, CSCO, GS, INTC.
Reduced shares in these 10 stocks: VOO, NVDA, VTI, PLTR, PH, CVX, , GDX, META, AMZN.
Sold out of its positions in AUST, CVX, JPM, PLTR, PH, GDX.
Peak Financial Management was a net buyer of stock by $12M.
Peak Financial Management has $436M in assets under management (AUM), dropping by 10.57%.
Central Index Key (CIK): 0001669662

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Portfolio Holdings for Peak Financial Management

Peak Financial Management holds 114 positions in its portfolio as reported in the June 2026 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)	11.8	$51M		600k	85.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.8	$34M		92k	370.04	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	7.2	$31M		365k	85.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	4.8	$21M	+4%	99k	212.77	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	4.0	$17M	+3%	358k	48.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.9	$17M	-2%	25k	686.83	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.3	$15M		394k	36.87	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.3	$14M	+5%	493k	28.96	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.2	$14M	+2%	170k	82.65	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	3.1	$14M		264k	51.78	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	3.1	$14M	+4%	590k	22.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.8	$12M		125k	98.98	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	2.8	$12M		106k	113.82	View chart
Tcw Etf Trust Flexible Income (FLXR)	2.7	$12M	+8%	303k	39.21	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.6	$12M	+4%	272k	42.41	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	2.6	$11M		63k	181.15	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.4	$10M		70k	148.31	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	2.3	$10M		381k	26.44	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.2	$9.8M	+7%	424k	23.13	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.2	$9.7M	+4%	368k	26.50	View chart
Apple (AAPL)	1.7	$7.5M	+8%	26k	289.36	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.6	$7.0M	+2%	105k	66.45	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.5	$6.6M		42k	156.97	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$5.0M		169k	29.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$4.5M		164k	27.70	View chart
NVIDIA Corporation (NVDA)	1.0	$4.1M	-7%	21k	200.09	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$3.1M		33k	96.58	View chart
Sprott Asset Management Physical Gold An (CEF)	0.7	$3.0M		75k	40.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$2.7M		16k	164.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.5M		3.4k	749.11	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$2.3M		21k	109.43	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$2.2M		22k	102.16	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.5	$2.0M		46k	43.71	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.4	$1.9M	-3%	33k	58.51	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.4	$1.9M		56k	33.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.6M		23k	71.25	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.3	$1.3M		33k	39.47	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.2M	+3%	6.6k	189.73	View chart
Microsoft Corporation (MSFT)	0.3	$1.1M		3.0k	373.05	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.1M	-3%	5.1k	217.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.1M		3.0k	353.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.0M	-3%	18k	59.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.2	$951k		25k	38.64	View chart
Micron Technology (MU)	0.2	$925k	+33%	801.00	1155.08	View chart
Sandisk Corp (SNDK)	0.2	$910k	NEW	400.00	2273.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$905k		2.5k	357.49	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.2	$882k		6.2k	142.39	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$853k		8.3k	102.82	View chart
Advanced Micro Devices (AMD)	0.2	$784k	+30%	1.3k	581.24	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$765k	+6%	5.0k	154.30	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$733k		15k	48.12	View chart
Amazon (AMZN)	0.2	$725k	-11%	3.0k	238.39	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$664k		22k	30.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$630k		855.00	736.40	View chart
Ge Aerospace Com New (GE)	0.1	$626k	-4%	1.7k	373.75	View chart
Costco Wholesale Corporation (COST)	0.1	$622k		665.00	935.95	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$606k		3.7k	163.67	View chart
Ge Vernova (GEV)	0.1	$602k	-6%	512.00	1176.00	View chart
LeMaitre Vascular (LMAT)	0.1	$515k		5.4k	95.96	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$513k	+2%	22k	23.15	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$489k	-11%	1.0k	477.85	View chart
Verizon Communications (VZ)	0.1	$467k		11k	42.34	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$437k		2.8k	158.67	View chart
Intel Corporation (INTC)	0.1	$420k	NEW	3.0k	139.65	View chart
Exxon Mobil Corporation (XOM)	0.1	$418k	+4%	3.1k	136.76	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$417k		12k	36.13	View chart
Meta Platforms Cl A (META)	0.1	$388k	-29%	689.00	563.41	View chart
Eli Lilly & Co. (LLY)	0.1	$384k	NEW	320.00	1199.43	View chart
Western Digital (WDC)	0.1	$383k	NEW	600.00	638.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$381k	+19%	761.00	500.39	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$370k	-2%	8.6k	42.78	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$365k		3.8k	96.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$355k		1.4k	252.23	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$352k	NEW	461.00	763.14	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$351k	+3%	3.2k	109.10	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$351k		6.4k	54.69	View chart
Deere & Company (DE)	0.1	$345k	+10%	544.00	634.33	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$332k		5.9k	55.93	View chart
Procter & Gamble Company (PG)	0.1	$326k	+4%	2.2k	146.64	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$315k	+35%	856.00	368.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$314k		3.3k	96.43	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$313k		1.9k	164.60	View chart
TJX Companies (TJX)	0.1	$304k		2.0k	151.50	View chart
Marvell Technology (MRVL)	0.1	$299k	NEW	1.0k	298.15	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$294k		1.6k	185.23	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$293k	+13%	3.3k	87.73	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$290k	NEW	300.00	965.00	View chart
Johnson & Johnson (JNJ)	0.1	$289k		1.1k	254.07	View chart
Goldman Sachs (GS)	0.1	$276k	NEW	272.00	1014.34	View chart
International Business Machines (IBM)	0.1	$275k	+14%	977.00	281.21	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$273k	-4%	365.00	748.33	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$271k		5.6k	48.18	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$254k		884.00	287.73	View chart
Kla Corp Com New (KLAC)	0.1	$251k	NEW	832.00	301.96	View chart
Cisco Systems (CSCO)	0.1	$248k	NEW	2.1k	117.51	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$247k		7.8k	31.71	View chart
Abbvie (ABBV)	0.1	$247k	+5%	981.00	251.71	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$238k	NEW	875.00	271.95	View chart
Texas Pacific Land Corp (TPL)	0.1	$232k		531.00	437.64	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$232k	NEW	1.2k	201.90	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$231k	NEW	3.4k	67.79	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$228k		3.0k	75.51	View chart
Corteva (CTVA)	0.1	$225k		2.7k	84.69	View chart
Broadcom (AVGO)	0.1	$224k	-19%	591.00	378.29	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$223k		2.3k	96.90	View chart
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI)	0.1	$222k		4.4k	50.53	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$222k	NEW	777.00	285.94	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$222k	NEW	4.0k	56.22	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$219k	NEW	6.0k	36.26	View chart
Valero Energy Corporation (VLO)	0.0	$208k	NEW	800.00	260.44	View chart
Consolidated Edison (ED)	0.0	$208k		1.9k	110.66	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.0	$205k	NEW	2.7k	75.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$203k	NEW	668.00	303.12	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$202k	NEW	603.00	334.82	View chart

Past Filings by Peak Financial Management

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

Peak Financial Management 2026 Q2 filed July 20, 2026
Peak Financial Management 2026 Q1 filed April 28, 2026
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

View all past filings

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