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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 34.96% of Peak Financial Management's stock portfolio.
Added to shares of these 10 stocks: FLXR, JPIB, AAPL, NFLT, VCIT, SCHZ, AGG, RSP, SCHP, SHYG.
Started 5 new stock positions in TPL, CVX, ED, CTVA, PLTR.
Reduced shares in these 10 stocks: GLTR, VOO, MSFT, MU, SPGM, LLY, HUBS, , GLD, VTI.
Sold out of its positions in HUBS, LLY, XLY.
Peak Financial Management was a net buyer of stock by $5.1M.
Peak Financial Management has $394M in assets under management (AUM), dropping by 1.59%.
Central Index Key (CIK): 0001669662

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Portfolio Holdings for Peak Financial Management

Peak Financial Management holds 100 positions in its portfolio as reported in the March 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)	11.6	$46M		593k	77.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.5	$30M		93k	320.81	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	7.0	$28M		364k	75.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	4.6	$18M	+3%	95k	191.92	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	4.2	$17M	+10%	344k	47.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.8	$15M	-5%	25k	597.56	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.5	$14M	+7%	166k	82.75	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	3.4	$14M	-14%	62k	218.72	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	3.2	$13M	+9%	562k	22.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.1	$12M	+5%	124k	99.27	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	3.1	$12M		261k	46.91	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.1	$12M		392k	30.96	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.0	$12M		469k	25.10	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	2.9	$11M	+2%	106k	107.39	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.8	$11M	+4%	261k	42.31	View chart
Tcw Etf Trust Flexible Income (FLXR)	2.8	$11M	+21%	280k	39.27	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	2.6	$10M	+3%	377k	27.24	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.4	$9.4M	+5%	352k	26.61	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.3	$9.1M	+11%	393k	23.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$8.7M		70k	124.31	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.5	$6.1M	+3%	103k	59.19	View chart
Apple (AAPL)	1.5	$6.1M	+28%	24k	253.80	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.5	$5.9M		42k	138.37	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$4.3M	-2%	169k	25.64	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$4.1M		165k	24.75	View chart
NVIDIA Corporation (NVDA)	1.0	$3.9M		23k	174.40	View chart
Sprott Asset Management Physical Gold An (CEF)	0.9	$3.6M	-2%	75k	47.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$3.0M		33k	90.53	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$2.3M		21k	110.36	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.6	$2.3M	+2%	22k	103.43	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$2.3M	-5%	16k	142.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.2M	-2%	3.4k	653.32	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.6	$2.2M		46k	48.14	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.5	$2.0M	-2%	34k	57.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.4	$1.7M	-2%	57k	30.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.5M	+3%	23k	64.08	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.3	$1.3M		33k	39.73	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.2M		6.3k	192.91	View chart
Microsoft Corporation (MSFT)	0.3	$1.1M	-32%	3.0k	370.23	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.0M	-2%	5.3k	196.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$981k		18k	54.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.2	$954k		25k	38.67	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$884k	-6%	3.1k	286.86	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$793k		8.3k	95.63	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$780k		22k	35.44	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$750k	-2%	6.2k	121.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$729k		2.5k	287.58	View chart
Amazon (AMZN)	0.2	$714k	-8%	3.4k	208.27	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$706k		15k	46.74	View chart
Costco Wholesale Corporation (COST)	0.2	$663k	+3%	665.00	996.94	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$616k		4.7k	132.10	View chart
LeMaitre Vascular (LMAT)	0.1	$586k		5.4k	109.17	View chart
Meta Platforms Cl A (META)	0.1	$561k	+101%	981.00	572.13	View chart
Verizon Communications (VZ)	0.1	$548k	+10%	11k	50.20	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$517k		3.7k	141.42	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$499k	+9%	22k	23.14	View chart
Ge Aerospace Com New (GE)	0.1	$498k	+6%	1.8k	283.81	View chart
Exxon Mobil Corporation (XOM)	0.1	$497k	+3%	2.9k	169.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$494k		855.00	577.18	View chart
Ge Vernova (GEV)	0.1	$478k	-8%	547.00	873.35	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$404k	-9%	2.8k	146.62	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$389k	-9%	1.2k	337.95	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$361k		8.8k	40.80	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$358k	-11%	3.7k	95.72	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$341k	-3%	3.1k	109.02	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$335k	-2%	12k	29.08	View chart
TJX Companies (TJX)	0.1	$320k	-32%	2.0k	159.70	View chart
Procter & Gamble Company (PG)	0.1	$307k	-2%	2.1k	144.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$304k	-9%	635.00	479.20	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$295k		6.5k	45.47	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$288k	-13%	3.2k	88.70	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$279k		5.9k	47.02	View chart
Deere & Company (DE)	0.1	$278k		494.00	563.30	View chart
Johnson & Johnson (JNJ)	0.1	$278k	-3%	1.1k	244.49	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$277k		1.9k	145.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$272k	-43%	631.00	430.29	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$268k		2.9k	91.37	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$266k	-6%	3.0k	88.16	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$265k	-4%	5.6k	47.03	View chart
Palantir Technologies Cl A (PLTR)	0.1	$257k	NEW	1.8k	146.28	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$256k	-10%	1.6k	161.73	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$255k		1.4k	181.42	View chart
Parker-Hannifin Corporation (PH)	0.1	$254k	-8%	284.00	895.24	View chart
Texas Pacific Land Corp (TPL)	0.1	$252k	NEW	531.00	474.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$249k	-6%	382.00	650.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$239k		7.8k	30.68	View chart
Chevron Corporation (CVX)	0.1	$235k	NEW	1.1k	207.05	View chart
JPMorgan Chase & Co. (JPM)	0.1	$229k	+4%	778.00	294.44	View chart
Broadcom (AVGO)	0.1	$228k	-11%	736.00	309.57	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$223k	-16%	2.3k	96.80	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$223k	-15%	2.4k	91.78	View chart
Corteva (CTVA)	0.1	$222k	NEW	2.7k	83.71	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.1	$222k		4.4k	50.43	View chart
Consolidated Edison (ED)	0.1	$211k	NEW	1.9k	113.23	View chart
Advanced Micro Devices (AMD)	0.1	$210k	-40%	1.0k	203.43	View chart
International Business Machines (IBM)	0.1	$206k		851.00	242.39	View chart
Micron Technology (MU)	0.1	$203k	-69%	600.00	337.84	View chart
Abbvie (ABBV)	0.1	$203k	-3%	931.00	217.50	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$203k		884.00	229.06	View chart
Austin Gold Corp (AUST)	0.0	$41k	+40%	28k	1.45	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 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
Peak Financial Management 2022 Q2 filed July 29, 2022

View all past filings

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