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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 35.79% of Peak Financial Management's stock portfolio.
Added to shares of these 10 stocks: NVDA, STIP, SCHZ, IAGG, VXUS, TOTL, JNK, VCIT, SCHB, CORP.
Started 6 new stock positions in XLY, JNK, CORP, IYW, PH, IAGG.
Reduced shares in these 10 stocks: AGG, SCHP, AAPL, VOO, NVO, CRWD, BWX, DAL, , CAT.
Sold out of its positions in CAT, CRWD, DAL, DD, HOLX, JNJ, NVO, TSLA.
Peak Financial Management was a net buyer of stock by $3.5M.
Peak Financial Management has $320M in assets under management (AUM), dropping by 1.26%.
Central Index Key (CIK): 0001669662

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Portfolio Holdings for Peak Financial Management

Peak Financial Management holds 94 positions in its portfolio as reported in the June 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	$35M		577k	60.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	8.6	$27M		103k	267.51	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	7.1	$23M		376k	60.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.5	$18M		35k	500.14	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	3.7	$12M	-3%	227k	52.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.1	$10M	-4%	103k	97.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	3.1	$9.9M	-2%	330k	30.03	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.0	$9.6M		123k	77.83	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.0	$9.6M	+3%	120k	79.93	View chart
Apple (AAPL)	2.9	$9.3M	-3%	44k	210.62	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.7	$8.8M	+2%	233k	37.67	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.7	$8.6M		205k	42.20	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.7	$8.6M	+3%	136k	62.87	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	2.6	$8.4M		101k	83.42	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	2.5	$8.1M		163k	49.71	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	2.5	$8.1M		78k	102.98	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	2.4	$7.6M		347k	22.00	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	2.3	$7.4M		149k	49.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$7.0M		65k	106.66	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	1.9	$6.2M		225k	27.31	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	1.7	$5.4M	-4%	252k	21.43	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.7	$5.4M	+10%	118k	45.58	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.6	$5.2M	-2%	46k	112.40	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.5	$4.9M		91k	53.56	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$4.5M	-2%	70k	64.25	View chart
NVIDIA Corporation (NVDA)	1.2	$3.7M	+838%	30k	123.54	View chart
Ishares Tr Tips Bd Etf (TIP)	1.1	$3.6M	-4%	33k	106.78	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$3.4M		87k	38.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$2.6M		36k	72.64	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.7	$2.4M	+64%	24k	99.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.1M		3.8k	547.28	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$2.0M		17k	118.78	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.5	$1.7M		78k	22.05	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.5	$1.6M	+33%	42k	39.72	View chart
Microsoft Corporation (MSFT)	0.4	$1.4M	-3%	3.2k	447.00	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.4	$1.4M	+12%	44k	32.06	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.4	$1.3M	-3%	37k	34.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.3M	-4%	26k	49.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.0M		24k	43.76	View chart
Amazon (AMZN)	0.3	$1.0M	+2%	5.3k	193.25	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$998k	+2%	5.4k	183.42	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$986k	+21%	9.6k	102.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$966k		6.0k	160.43	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$782k		9.9k	78.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$763k	-4%	4.2k	182.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$741k	-4%	1.5k	479.30	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$713k		20k	35.58	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.2	$653k		6.3k	103.85	View chart
Costco Wholesale Corporation (COST)	0.2	$643k	-14%	756.00	849.99	View chart
Raytheon Technologies Corp (RTX)	0.2	$630k		6.3k	100.40	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$559k		3.8k	145.75	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$533k		4.7k	112.37	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$460k	+7%	9.5k	48.28	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$458k	NEW	9.2k	49.92	View chart
Verizon Communications (VZ)	0.1	$458k	+5%	11k	41.24	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$447k		3.7k	119.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$445k	+57%	1.1k	406.80	View chart
Exxon Mobil Corporation (XOM)	0.1	$441k	+15%	3.8k	115.12	View chart
Hubspot (HUBS)	0.1	$422k	-2%	715.00	589.79	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$418k		18k	22.72	View chart
Boeing Company (BA)	0.1	$412k	+19%	2.3k	182.01	View chart
Procter & Gamble Company (PG)	0.1	$405k		2.5k	164.99	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$404k	NEW	4.3k	94.27	View chart
LeMaitre Vascular (LMAT)	0.1	$400k		4.9k	82.28	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$397k		22k	18.06	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$393k	-33%	3.7k	107.12	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$382k	-12%	2.2k	173.81	View chart
Eli Lilly & Co. (LLY)	0.1	$378k	-35%	418.00	905.38	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$348k		4.2k	83.78	View chart
Ge Aerospace Com New (GE)	0.1	$329k	+64%	2.1k	159.03	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$329k		4.7k	69.36	View chart
Meta Platforms Cl A (META)	0.1	$315k	+3%	625.00	504.22	View chart
TJX Companies (TJX)	0.1	$312k		2.8k	110.10	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$284k	NEW	3.0k	95.07	View chart
Vaneck Etf Trust International Hi (IHY)	0.1	$278k	-13%	14k	20.54	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$254k		2.1k	120.74	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$250k		2.1k	121.87	View chart
Advanced Micro Devices (AMD)	0.1	$250k	-39%	1.5k	162.21	View chart
Broadcom (AVGO)	0.1	$249k	-16%	155.00	1605.53	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$248k	-5%	530.00	468.72	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$236k		5.8k	40.75	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$232k	NEW	1.5k	150.50	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$232k		6.0k	38.50	View chart
Parker-Hannifin Corporation (PH)	0.1	$225k	NEW	444.00	505.81	View chart
Merck & Co (MRK)	0.1	$224k	-28%	1.8k	123.80	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$220k		4.4k	50.11	View chart
Boston Scientific Corporation (BSX)	0.1	$219k	-16%	2.8k	77.01	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$219k		6.5k	33.53	View chart
Abbvie (ABBV)	0.1	$214k	-2%	1.2k	171.64	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$213k		2.3k	91.15	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$211k	NEW	1.2k	182.40	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$205k		4.3k	47.45	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$205k		2.6k	77.76	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$205k	-37%	1.7k	123.84	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 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
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

View all past filings

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