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CIK: 0001669662
Total reported value
$441.2M
$441.2M
96 檔
26.9%
According to the latest 13F quarterly dataset, Peak Financial Management, Inc. managed an equity portfolio of $441.2M at the end of Q4 2024, spanning 96 distinct U.S. exchange-listed positions.
Peak Financial Management, Inc. executed strategic sector rebalancing during Q4 2024, establishing 7 new positions while fully exiting 9 holdings and trimming 32 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 10.35% | -0.12% | +1.11% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.77% | -0.05% | -0.80% | |
| 3 | SPGM | State Street Spdr Portfolio | ETF-Other | 7.13% | +0.02% | -0.17% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.29% | -0.05% | -3.91% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.97% | -0.06% | +4.61% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.65% | -0.07% | +103.09% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.19% | -0.15% | +7.33% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.17% | -0.13% | +2.68% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.06% | -0.28% | +197.43% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.98% | +0.21% | +0.28% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.95% | +0.14% | +209.19% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.80% | +0.01% | +2.96% | |
| 13 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.79% | -0.01% | +4.47% | |
| 14 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 2.73% | +0.01% | +0.29% | |
| 15 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 2.55% | +0.11% | -0.60% | |
| 16 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 2.50% | — | +1.33% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.36% | -0.21% | +3.01% | |
| 18 | PICB | Invesco International Corpor | ETF-Other | 2.23% | — | -2.11% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.88% | -0.01% | +120.37% | |
| 20 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 1.86% | — | +4.91% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.60% | +0.01% | -0.94% | |
| 22 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.57% | -0.12% | +0.89% | |
| 23 | BWX | State Street Spdr Bloomberg | ETF-Other | 1.51% | — | -7.12% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.42% | — | +191.96% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.05% | +3.60% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.09% | -0.03% | +1.18% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.95% | -0.03% | +98.60% | |
| 28 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.75% | +0.03% | -4.75% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.74% | -0.01% | -2.58% | |
| 30 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.74% | -0.01% | +1.66% | |
| 31 | FMAT | Fidelity Msci Materials Indx | ETF-Other | 0.71% | -0.04% | -3.70% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.66% | — | -0.76% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | — | +3.53% | |
| 34 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.55% | +0.01% | -0.47% | |
| 35 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.49% | -0.03% | +1.43% | |
| 36 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.41% | +0.07% | +1.66% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | +0.11% | +2.55% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | -0.03% | +15.73% | |
| 39 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.34% | — | +17.59% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.33% | -0.04% | -9.18% | |
| 41 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.30% | -0.01% | -11.87% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.30% | — | -0.40% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.30% | — | -1.90% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | -0.02% | -8.60% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | — | +5.46% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | — | +1.88% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.22% | -0.01% | +0.16% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | — | +1.02% | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.21% | — | -0.32% | |
| 50 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.20% | — | -0.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | -0.80% | Trim |
| 2 | AAPL | Apple Inc | +0.3% | +0.28% | Add |
| 3 | SCHB | Schwab US Broad Market ETF | +0.2% | +209.19% | Add |
| 4 | NVDA | Nvidia CORP | +0.2% | +3.60% | Add |
| 5 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +4.61% | Add |
| 6 | VCIT | Vanguard Int-term Corporate | +0.2% | +7.33% | Add |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +120.37% | Add |
| 8 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +4.47% | Add |
| 9 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | +0.1% | +15.73% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 12 | RPV | Invesco S&p 500 Pure Value E | +0.1% | +0.29% | Add |
| 13 | COMT | Ishares Gsci Commodity Dynam | +0.1% | +4.91% | Add |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.01% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | New buy |
| 16 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 17 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 18 | EME | Emcor Group Inc | +0.1% | NEW | New buy |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 20 | HUBS | Hubspot Inc | +0.1% | +14.41% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.46% | Add |
| 22 | IVV | Ishares Core S&p 500 ETF | 0% | +3.53% | Add |
| 23 | TJX | Tjx Companies Inc | 0% | +27.45% | Add |
| 24 | SCHM | Schwab US Mid Cap ETF | 0% | +197.43% | Add |
| 25 | TLH | Ishares 10-20 Year Treasury | 0% | +17.59% | Add |
| 26 | ITOT | Ishares Core S&p Total U.s. | 0% | -0.76% | Trim |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +1.66% | Add |
| 28 | LLY | Eli Lilly & Co | 0% | +59.39% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.88% | Add |
| 30 | XOM | Exxon Mobil CORP | 0% | +16.03% | Add |
| 31 | COST | Costco Wholesale CORP | 0% | +1.02% | Add |
| 32 | SCHX | Schwab US Large-cap ETF | 0% | +191.96% | Add |
| 33 | VOO | Vanguard S&p 500 ETF | 0% | -3.91% | Trim |
| 34 | AGG | Ishares Core U.s. Aggregate | 0% | +2.68% | Add |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.59% | Add |
| 36 | GOOG | Alphabet Inc-cl C | 0% | -8.60% | Trim |
| 37 | IAGG | Ishares Intl Aggregate Bond | 0% | +10.91% | Add |
| 38 | AVGO | Broadcom Inc | 0% | -17.23% | Trim |
| 39 | DJP | Ipath Bloomberg Commodity In | 0% | +1.66% | Add |
| 40 | PG | Procter & Gamble Co/the | 0% | +5.86% | Add |
| 41 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | -0.32% | Trim |
| 42 | MSFT | Microsoft CORP | 0% | +2.55% | Add |
| 43 | GE | General Electric | 0% | +14.55% | Add |
| 44 | TIP | Ishares Tips Bond ETF | — | +1.18% | Add |
| 45 | RTX | Rtx CORP | — | +0.16% | Add |
| 46 | PH | Parker Hannifin CORP | — | -11.01% | Trim |
| 47 | SUSC | Ishares Esg Aware Usd Corpor | — | +0.22% | Add |
| 48 | XLI | Ss Industrial Select Sector | — | -3.66% | Trim |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | +1.74% | Add |
| 50 | BSX | Boston Scientific CORP | — | -11.79% | Trim |
According to official SEC Form 13F filings, Peak Financial Management, Inc. reported a total U.S. public equity portfolio value of $441.2M across 96 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VXUS, VTI, SPGM) accounted for 26.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
NOW
市值: $339.2K
Top Position Liquidated / Trimmed
VRTX
前期市值: $316.3K
During Q4 2024, Peak Financial Management, Inc.'s top holdings by market value included VXUS (10.3%)、VTI (8.8%)、SPGM (7.1%). The largest single position, VXUS, represented 10.3% of total portfolio value.
In Q4 2024, Peak Financial Management, Inc. made 94 total portfolio adjustments, initiating 7 new buys, adding to 46 positions, trimming 32 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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