Peak Financial Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Peak Financial Management, Inc. disclosed 112 stock positions valued at approximately $435.53M as of quarter-end June 30, 2026. The largest holdings include VANGUARD STAR FDS, VANGUARD INDEX FDS, and SPDR INDEX SHS FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 112
- Portfolio Value
- $435.53M
Holdings by Sector
Peak Financial Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD STAR FDS | VXUS | Other | 11.78% | 600,302 | +7,050 | +1.19% | $51,319,845 |
| VANGUARD INDEX FDS | VTI | Other | 7.80% | 91,750 | -777 | -0.84% | $33,951,516 |
| SPDR INDEX SHS FDS | SPGM | Other | 7.18% | 365,097 | +670 | +0.18% | $31,277,880 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 4.84% | 99,142 | +4,042 | +4.25% | $21,094,552 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 3.97% | 357,597 | +13,514 | +3.93% | $17,289,837 |
| VANGUARD INDEX FDS | VOO | Other | 3.89% | 24,661 | -609 | -2.41% | $16,937,893 |
| SCHWAB STRATEGIC TR | SCHM | Other | 3.33% | 393,869 | +1,735 | +0.44% | $14,521,969 |
| SCHWAB STRATEGIC TR | SCHB | Other | 3.28% | 492,683 | +24,135 | +5.15% | $14,268,108 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 3.23% | 170,334 | +4,626 | +2.79% | $14,078,180 |
| SPDR INDEX SHS FDS | SPEM | Other | 3.14% | 264,218 | +2,962 | +1.13% | $13,681,219 |
| ETFIS SER TR I | NFLT | Other | 3.11% | 589,643 | +27,311 | +4.86% | $13,532,307 |
| ISHARES TR | AGG | Other | 2.84% | 125,149 | +705 | +0.57% | $12,387,297 |
| INVESCO EXCHANGE TRADED FD T | RPV | Other | 2.78% | 106,190 | +733 | +0.70% | $12,086,649 |
| TCW ETF TRUST | FLXR | Other | 2.73% | 303,122 | +23,466 | +8.39% | $11,885,448 |
| ISHARES TR | SHYG | Other | 2.64% | 271,489 | +11,001 | +4.22% | $11,513,882 |
| ABRDN PRECIOUS METALS BASKET | GLTR | Other | 2.61% | 62,781 | +924 | +1.49% | $11,372,878 |
| ISHARES TR | IJR | Other | 2.39% | 70,239 | +406 | +0.58% | $10,417,165 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 2.25% | 423,666 | +30,286 | +7.70% | $9,799,396 |
| SCHWAB STRATEGIC TR | SCHP | Other | 2.24% | 367,655 | +16,129 | +4.59% | $9,742,879 |
| APPLE INC | AAPL | Technology | 1.72% | 25,872 | +1,959 | +8.19% | $7,486,360 |
| ISHARES TR | USRT | Other | 1.60% | 104,740 | +2,171 | +2.12% | $6,960,034 |
| ISHARES TR | ACWI | Other | 1.52% | 42,275 | -30 | -0.07% | $6,635,978 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.14% | 168,838 | -240 | -0.14% | $4,968,914 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.04% | 163,833 | -682 | -0.41% | $4,538,174 |
| NVIDIA CORPORATION | NVDA | Technology | 0.95% | 20,723 | -1,735 | -7.73% | $4,146,525 |
| ISHARES TR | IEFA | Other | 0.72% | 32,477 | -121 | -0.37% | $3,136,706 |
| SPROTT ASSET MANAGEMENT LP | CEF | Other | 0.69% | 74,831 | -188 | -0.25% | $3,010,451 |
| ISHARES TR | ITOT | Other | 0.62% | 16,407 | +316 | +1.96% | $2,695,278 |
| ISHARES TR | IVV | Other | 0.58% | 3,365 | -33 | -0.97% | $2,520,744 |
| ISHARES TR | TIP | Other | 0.54% | 21,410 | +406 | +1.93% | $2,342,909 |
Showing 30 of 112 holdings in the latest reporting period.