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CIK: 0001669662
Total reported value
$435.5M
$435.5M
97 檔
26.9%
During the Q1 2025 filing period, Peak Financial Management, Inc. (CIK: 0001669662) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $435.5M across 97 reported positions.
In Q1 2025, Peak Financial Management, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 11.01% | +0.17% | +0.93% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.20% | +0.26% | -1.40% | |
| 3 | SPGM | State Street Spdr Portfolio | ETF-Other | 6.96% | +0.18% | -0.91% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.67% | +0.06% | -7.50% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.30% | +0.21% | +9.50% | |
| 6 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 4.05% | -0.21% | — | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.93% | -0.13% | +3.38% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.37% | -0.25% | +3.77% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.28% | -0.30% | +1.52% | |
| 10 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 3.01% | -0.82% | +0.07% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.98% | +0.03% | +3.79% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.93% | +0.25% | +1.01% | |
| 13 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.87% | -0.16% | +3.13% | |
| 14 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 2.87% | -0.10% | +2.81% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.83% | +0.29% | +1.28% | |
| 16 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 2.61% | — | +1.57% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 2.39% | +0.18% | -9.53% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.12% | +0.19% | -0.83% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.08% | -0.07% | +8.87% | |
| 20 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 1.93% | — | -0.39% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.61% | +0.06% | +1.82% | |
| 22 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.60% | +0.03% | +1.08% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.33% | +0.04% | -1.86% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.16% | -0.05% | +2.20% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.02% | +0.01% | -0.27% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | -0.04% | -8.32% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.79% | -0.03% | -0.11% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.76% | -0.07% | +0.97% | |
| 29 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.66% | -0.22% | +0.19% | |
| 30 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.65% | — | -13.97% | |
| 31 | FMAT | Fidelity Msci Materials Indx | ETF-Other | 0.65% | -0.06% | -9.69% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.02% | +5.37% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.62% | +0.04% | +0.23% | |
| 34 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.48% | -0.10% | +6.02% | |
| 35 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.46% | -0.04% | -8.20% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.35% | — | -0.37% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.02% | -7.14% | |
| 38 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.33% | — | -5.19% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | -0.01% | -0.83% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.30% | -0.01% | -4.16% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.28% | -0.01% | -8.14% | |
| 42 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.28% | -0.02% | -6.28% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.25% | -0.02% | +0.13% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.03% | +1.84% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.03% | -0.25% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-Other | 0.20% | — | +34.91% | |
| 47 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.20% | -0.01% | -3.25% | |
| 48 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.20% | — | -2.45% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.02% | -4.64% | |
| 50 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.19% | +0.01% | -1.36% |
According to official SEC Form 13F filings, Peak Financial Management, Inc. reported a total U.S. public equity portfolio value of $435.5M across 97 disclosed positions in Q1 2025.
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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 Q1 2025.
Top New Position Initiated
VXUS
市值: $36.8M
During Q1 2025, Peak Financial Management, Inc.'s top holdings by market value included VXUS (11.0%)、VTI (8.2%)、SPGM (7.0%). The largest single position, VXUS, represented 11.0% of total portfolio value.
In Q1 2025, Peak Financial Management, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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