Peak Financial Management Q2 2026 Portfolio Changes

As reported by InsiderSet, Peak Financial Management, Inc. maintained a substantial allocation to broad-market exchange-traded funds (ETFs) during the second quarter ending June 30, 2026.

The largest position by value remained Vanguard STAR Fund ETF (VXUS) at approximately $51.3 million, representing 11.78% of the total portfolio allocation. This fund saw an increase in shares held from the previous quarter (+0.19%), indicating continued confidence in its positioning.

Several other ETFs experienced notable changes or additions during Q2:

• Purchases: Peak significantly increased their stake in Schwab Strategic Allocation TR (SCHZ) by 7,086 shares (+2.25% allocation), JPMorgan Exchange Traded Fund (JPIB) by 13,514 shares (+0.09% allocation), Vanguard STAR Fund ETF (VXUS) slightly increased as mentioned, and added positions to Vanguard Scottsdale Fund ETF (VCIT) and SPDR Index Fund Shares ETF (SPEM).
• Holdings Changes: The firm also adjusted holdings in other major funds like INVESCO Exchange Traded Fund Trust (RSP), which saw a moderate increase, and Schwab Strategic Allocation TR (SCHB), which increased slightly but remained below the top 10 allocations.

In terms of individual stock investments, Peak Financial Management Inc. held only one position during this quarter: INTEL CORP (INTC). This Technology sector holding was newly added with a full percentage point increase in allocation (100% change), suggesting potential interest in the semiconductor giant.

Overall, Peak Financial Management's portfolio demonstrated activity primarily within broad-based ETFs during Q2 2026. The firm appears to favor diversification through these instruments rather than concentrating on individual stocks beyond INTEL.