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CIK: 0001669662
Total reported value
$441.2M
$441.2M
98 檔
31.5%
As reported in its official Q4 2025 Form 13F filing, Peak Financial Management, Inc.'s tracked investment portfolio stood at $441.2M with 98 total positions.
In Q4 2025, Peak Financial Management, Inc. adopted a defensive or profit-taking posture, trimming 43 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 11.58% | -0.12% | -0.79% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.05% | -0.05% | -2.25% | |
| 3 | SPGM | State Street Spdr Portfolio | ETF-Other | 7.31% | +0.02% | -0.47% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.55% | -0.06% | +2.16% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.35% | -0.05% | -5.61% | |
| 6 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 3.92% | -0.05% | +3.64% | |
| 7 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 3.84% | +0.11% | -2.19% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.32% | -0.15% | +4.19% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.16% | +0.14% | +1.97% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.14% | +0.01% | +0.32% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.05% | -0.13% | +2.60% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.04% | -0.28% | +1.17% | |
| 13 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 3.04% | -0.10% | +6.43% | |
| 14 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 2.75% | +0.01% | +0.10% | |
| 15 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.74% | -0.01% | +2.34% | |
| 16 | FLXR | Tcw Flexible Income ETF | ETF-Other | 2.36% | -0.04% | +15.90% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.27% | -0.07% | +3.31% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.17% | -0.21% | +0.05% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.13% | -0.01% | +4.31% | |
| 20 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-Other | 2.08% | +0.40% | +5.56% | |
| 21 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.57% | +0.01% | -1.39% | |
| 22 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.45% | -0.12% | +1.81% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.30% | +0.21% | -5.17% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.21% | — | -4.23% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | +0.05% | -14.06% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.03% | -0.03% | -1.92% | |
| 27 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.91% | +0.01% | -0.81% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.75% | -0.01% | -0.41% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.65% | — | -1.05% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | — | -0.91% | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.61% | -0.03% | +0.36% | |
| 32 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.57% | -0.01% | -2.03% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | +0.11% | +21.99% | |
| 34 | FMAT | Fidelity Msci Materials Indx | ETF-Other | 0.48% | -0.04% | -4.64% | |
| 35 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.48% | +0.03% | -3.14% | |
| 36 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.44% | +0.07% | -0.53% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.36% | -0.04% | -2.60% | |
| 38 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.35% | -0.03% | -4.39% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.30% | -0.01% | +0.13% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | -0.02% | -20.98% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.27% | — | -3.37% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.25% | — | -5.86% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | -0.03% | -6.31% | |
| 44 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.22% | -0.01% | -8.19% | |
| 45 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.21% | — | — | |
| 46 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.20% | -0.01% | -0.62% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | — | -31.17% | |
| 48 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.19% | +0.01% | -0.96% | |
| 49 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.18% | — | -2.26% | |
| 50 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.17% | -0.01% | -2.29% |
According to official SEC Form 13F filings, Peak Financial Management, Inc. reported a total U.S. public equity portfolio value of $441.2M across 98 disclosed positions in Q4 2025.
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 31.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
DE
市值: $230.0K
Top Position Liquidated / Trimmed
BSX
前期市值: $307.0K
During Q4 2025, Peak Financial Management, Inc.'s top holdings by market value included VXUS (11.6%)、VTI (8.1%)、SPGM (7.3%). The largest single position, VXUS, represented 11.6% of total portfolio value.
In Q4 2025, Peak Financial Management, Inc. made 85 total portfolio adjustments, initiating 2 new buys, adding to 35 positions, trimming 43 holdings, and fully liquidating 5 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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