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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 35.31% of Peak Financial Management's stock portfolio.
Added to shares of these 10 stocks: USFR, SCHB, JPIB, SCHZ, XOM, RSP, VXUS, CRWD, SHYG, FLXR.
Started 10 new stock positions in XLE, XOM, GDX, VRTX, CVX, AMGN, USFR, JPM, ANET, SPCX.
Reduced shares in these 10 stocks: , VOO, NVDA, STX, TPL, EWY, AVGO, ED, VB, VRT.
Sold out of its positions in AVGO, ED, Exxon Mobil Corporation, EWY, TPL, VB, VRT, STX.
Peak Financial Management was a net buyer of stock by $8.1M.
Peak Financial Management has $441M in assets under management (AUM), dropping by 1.30%.
Central Index Key (CIK): 0001669662

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Portfolio Holdings for Peak Financial Management

Peak Financial Management holds 116 positions in its portfolio as reported in the September 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)	11.7	$51M		606k	84.96	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	7.8	$34M		91k	374.24	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	7.2	$32M		367k	86.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	4.8	$21M	+2%	101k	208.02	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	3.9	$17M	+3%	371k	46.70	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.8	$17M	-2%	24k	700.89	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.4	$15M	+4%	516k	29.31	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	3.1	$14M		268k	51.76	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.1	$14M		173k	78.31	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.1	$14M		396k	34.02	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	3.0	$13M		601k	22.07	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	2.8	$12M		107k	114.73	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	2.7	$12M	+2%	65k	186.30	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	2.7	$12M		384k	31.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$12M		127k	94.54	View chart
Tcw Etf Trust Flexible Income (FLXR)	2.7	$12M	+3%	313k	37.93	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.6	$12M	+3%	281k	41.25	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.2	$9.9M	+5%	448k	22.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$9.6M		71k	136.04	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.2	$9.6M	+3%	381k	25.13	View chart
Apple (AAPL)	1.9	$8.5M		26k	333.03	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.5	$6.8M		43k	158.77	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.5	$6.6M		106k	61.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$5.0M		167k	30.00	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$4.5M		163k	27.47	View chart
NVIDIA Corporation (NVDA)	1.0	$4.4M	-6%	19k	228.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$3.1M		32k	96.88	View chart
Sprott Asset Management Physical Gold An (CEF)	0.7	$3.1M		75k	41.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$2.7M		17k	166.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.5M		3.3k	765.94	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.5	$2.3M		46k	51.52	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$2.3M		22k	104.04	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$2.2M		22k	99.70	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.5	$2.1M	NEW	42k	50.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.5	$2.1M		55k	37.01	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.4	$1.8M	-3%	32k	55.74	View chart
Microsoft Corporation (MSFT)	0.4	$1.6M	+6%	3.2k	512.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.5M	-8%	21k	70.61	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.2M		6.6k	185.68	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.3	$1.1M	-7%	30k	37.42	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.2	$1.1M		5.1k	216.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.0M		18k	59.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.0M		3.0k	340.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$914k	+4%	2.7k	344.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.2	$911k		25k	37.17	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.2	$901k		6.2k	146.18	View chart
Sandisk Corp (SNDK)	0.2	$894k	+28%	514.00	1739.89	View chart
Advanced Micro Devices (AMD)	0.2	$887k	+7%	1.4k	612.08	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$851k		8.3k	103.06	View chart
Micron Technology (MU)	0.2	$779k	-8%	731.00	1065.91	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$769k		4.9k	155.68	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$757k		15k	49.74	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$688k		22k	31.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$633k		855.00	739.77	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$614k		3.7k	166.80	View chart
Amazon (AMZN)	0.1	$609k	-19%	2.4k	249.22	View chart
Costco Wholesale Corporation (COST)	0.1	$606k		665.00	910.81	View chart
Meta Platforms Cl A (META)	0.1	$604k	+20%	833.00	725.31	View chart
Ge Vernova (GEV)	0.1	$544k	+11%	572.00	951.39	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$541k	+15%	1.2k	456.42	View chart
Ge Aerospace Com New (GE)	0.1	$524k		1.7k	312.44	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$515k	+321%	1.9k	264.75	View chart
Verizon Communications (VZ)	0.1	$508k		11k	45.87	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$498k	NEW	3.1k	162.78	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$486k		22k	21.95	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$464k		2.8k	168.43	View chart
LeMaitre Vascular (LMAT)	0.1	$443k		5.4k	82.59	View chart
Eli Lilly & Co. (LLY)	0.1	$405k	+9%	350.00	1157.08	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$398k	+6%	1.5k	264.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$368k	-2%	739.00	497.95	View chart
Deere & Company (DE)	0.1	$365k		544.00	671.55	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$360k	-4%	11k	32.63	View chart
Intel Corporation (INTC)	0.1	$359k		3.0k	120.25	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$352k		8.6k	40.73	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$349k		3.8k	92.75	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$348k		6.4k	54.16	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$342k	NEW	654.00	522.81	View chart
Valero Energy Corporation (VLO)	0.1	$337k	+8%	870.00	387.61	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$329k		3.2k	102.20	View chart
Amgen (AMGN)	0.1	$328k	NEW	777.00	421.58	View chart
Johnson & Johnson (JNJ)	0.1	$327k	+8%	1.2k	264.90	View chart
Procter & Gamble Company (PG)	0.1	$323k		2.2k	145.28	View chart
Western Digital (WDC)	0.1	$318k	+16%	700.00	454.46	View chart
Marvell Technology (MRVL)	0.1	$318k	+19%	1.2k	264.41	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$312k	+82%	1.6k	194.79	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$308k		5.9k	52.00	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$305k		1.9k	160.74	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$304k		3.3k	91.14	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$284k	-2%	3.2k	89.63	View chart
Chevron Corporation (CVX)	0.1	$280k	NEW	1.4k	204.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$270k	-3%	353.00	764.55	View chart
TJX Companies (TJX)	0.1	$265k		2.0k	132.31	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$265k		1.6k	166.98	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$264k		5.6k	46.91	View chart
Abbvie (ABBV)	0.1	$257k		981.00	261.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$254k		7.8k	32.53	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$241k	+6%	4.2k	57.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$240k	-26%	631.00	380.84	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$238k	NEW	3.9k	61.50	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$235k		3.0k	78.10	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$234k		778.00	300.13	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$230k		884.00	260.64	View chart
Arista Networks Com Shs (ANET)	0.1	$229k	NEW	1.1k	203.74	View chart
Goldman Sachs (GS)	0.1	$228k	-7%	252.00	903.76	View chart
Cisco Systems (CSCO)	0.1	$227k		2.1k	107.68	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$222k	NEW	1.5k	150.86	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$221k		6.1k	36.45	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$220k		3.4k	64.58	View chart
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI)	0.0	$219k		4.4k	49.81	View chart
JPMorgan Chase & Co. (JPM)	0.0	$217k	NEW	656.00	330.88	View chart
International Business Machines (IBM)	0.0	$215k		977.00	219.93	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$213k	NEW	2.4k	87.81	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.0	$212k		2.3k	91.80	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.0	$206k		2.7k	76.30	View chart
Corteva (CTVA)	0.0	$206k		2.7k	77.65	View chart
Kla Corp Com New (KLAC)	0.0	$201k	+24%	1.0k	195.06	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 Q3 filed Oct. 16, 2026
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

View all past filings

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