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Peak Financial Management, Inc. 13F holdings

Filed 2026-07-20 · Peak Financial Management, Inc. · 114 positions · $435.5M

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TickerCompanySharesValue% of portfolio
VXUSVANGUARD STAR FDS600.3K$51.3M11.8%
VTIVANGUARD INDEX FDS91.8K$34.0M7.8%
SPGMSPDR INDEX SHS FDS365.1K$31.3M7.2%
RSPINVESCO EXCHANGE TRADED FD T99.1K$21.1M4.8%
JPIBJ P MORGAN EXCHANGE TRADED F357.6K$17.3M4.0%
VOOVANGUARD INDEX FDS24.7K$16.9M3.9%
SCHMSCHWAB STRATEGIC TR393.9K$14.5M3.3%
SCHBSCHWAB STRATEGIC TR492.7K$14.3M3.3%
VCITVANGUARD SCOTTSDALE FDS170.3K$14.1M3.2%
SPEMSPDR INDEX SHS FDS264.2K$13.7M3.1%
NFLTETFIS SER TR I589.6K$13.5M3.1%
AGGISHARES TR125.1K$12.4M2.8%
RPVINVESCO EXCHANGE TRADED FD T106.2K$12.1M2.8%
FLXRTCW ETF TRUST303.1K$11.9M2.7%
SHYGISHARES TR271.5K$11.5M2.6%
GLTRABRDN PRECIOUS METALS BASKET62.8K$11.4M2.6%
IJRISHARES TR70.2K$10.4M2.4%
SDCIUSCF ETF TR381.0K$10.1M2.3%
SCHZSCHWAB STRATEGIC TR423.7K$9.8M2.2%
SCHPSCHWAB STRATEGIC TR367.7K$9.7M2.2%
AAPLAPPLE INC25.9K$7.5M1.7%
USRTISHARES TR104.7K$7.0M1.6%
ACWIISHARES TR42.3K$6.6M1.5%
SCHXSCHWAB STRATEGIC TR168.8K$5.0M1.1%
SCHFSCHWAB STRATEGIC TR163.8K$4.5M1.0%
NVDANVIDIA CORPORATION20.7K$4.1M1.0%
IEFAISHARES TR32.5K$3.1M0.7%
CEFSPROTT ASSET MANAGEMENT LP74.8K$3.0M0.7%
ITOTISHARES TR16.4K$2.7M0.6%
IVVISHARES TR3.4K$2.5M0.6%
TIPISHARES TR21.4K$2.3M0.5%
STIPISHARES TR21.9K$2.2M0.5%
DJPBARCLAYS BANK PLC45.6K$2.0M0.5%
FMATFIDELITY COVINGTON TRUST33.0K$1.9M0.4%
RSPHINVESCO EXCHANGE TRADED FD T55.9K$1.9M0.4%
VEAVANGUARD TAX-MANAGED FDS23.0K$1.6M0.4%
TOTLSSGA ACTIVE ETF TR32.5K$1.3M0.3%
RTXRTX CORPORATION6.6K$1.2M0.3%
MSFTMICROSOFT CORP3.0K$1.1M0.3%
VTVVANGUARD INDEX FDS5.1K$1.1M0.3%
GOOGALPHABET INC3.0K$1.1M0.2%
VWOVANGUARD INTL EQUITY INDEX F17.5K$1.0M0.2%
RSPMINVESCO EXCHANGE TRADED FD T24.6K$950,7520.2%
MUMICRON TECHNOLOGY INC801$925,2210.2%
SNDKSANDISK CORP400$909,4920.2%
GOOGLALPHABET INC2.5K$904,8180.2%
DSIISHARES TR6.2K$881,5360.2%
ESGDISHARES TR8.3K$852,9030.2%
AMDADVANCED MICRO DEVICES INC1.3K$783,5140.2%
SUSAISHARES TR5.0K$765,3280.2%
SCHCSCHWAB STRATEGIC TR15.2K$732,8910.2%
AMZNAMAZON COM INC3.0K$724,9560.2%
PHYSSPROTT ASSET MANAGEMENT LP22.0K$663,7400.2%
QQQINVESCO QQQ TR855$629,6220.1%
GEGE AEROSPACE1.7K$626,4090.1%
COSTCOSTCO WHOLESALE CORPORATION665$622,4060.1%
ESGUISHARES TR3.7K$605,9060.1%
GEVGE VERNOVA INC512$602,1140.1%
LMATLEMAITRE VASCULAR INC5.4K$514,8250.1%
SUSCISHARES TR22.1K$512,6910.1%
Top Fund Holdings
13F
Top Fund Holdings

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