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CIK: 0001669662
Total reported value
$435.5M
$435.5M
100 檔
31.6%
According to the latest 13F quarterly dataset, Peak Financial Management, Inc. managed an equity portfolio of $435.5M at the end of Q1 2026, spanning 100 distinct U.S. exchange-listed positions.
In Q1 2026, Peak Financial Management, Inc. adopted a defensive or profit-taking posture, trimming 52 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 11.61% | +0.17% | -0.34% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.54% | +0.26% | -0.61% | |
| 3 | SPGM | State Street Spdr Portfolio | ETF-Other | 7.00% | +0.18% | -1.43% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.63% | +0.21% | +3.26% | |
| 5 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 4.18% | -0.21% | +10.24% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.83% | +0.06% | -5.97% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.48% | -0.25% | +7.65% | |
| 8 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 3.43% | -0.82% | -14.55% | |
| 9 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 3.25% | -0.14% | +9.93% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.14% | -0.30% | +5.11% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.11% | +0.03% | +0.48% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.08% | +0.25% | -0.03% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.99% | +0.29% | +0.25% | |
| 14 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 2.88% | -0.10% | +2.28% | |
| 15 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.80% | -0.16% | +4.96% | |
| 16 | FLXR | Tcw Flexible Income ETF | ETF-Other | 2.79% | -0.06% | +21.11% | |
| 17 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-Other | 2.61% | -0.30% | +3.18% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.37% | -0.13% | +5.94% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.32% | -0.07% | +11.32% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.20% | +0.19% | -0.36% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.54% | +0.06% | +3.82% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.54% | +0.18% | +28.95% | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.49% | +0.03% | -1.77% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.10% | +0.04% | -2.72% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.03% | +0.01% | -1.18% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | -0.04% | +1.91% | |
| 27 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.91% | -0.22% | -2.20% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.75% | -0.03% | — | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.59% | -0.05% | -1.93% | |
| 30 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.58% | -0.07% | +2.96% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.58% | +0.04% | -5.29% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.02% | -2.64% | |
| 33 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.56% | -0.10% | -0.02% | |
| 34 | FMAT | Fidelity Msci Materials Indx | ETF-Other | 0.50% | -0.06% | -2.52% | |
| 35 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.43% | — | -2.61% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | — | +3.46% | |
| 37 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.33% | -0.04% | -1.49% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.31% | -0.02% | -0.14% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.02% | -32.20% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.26% | -0.01% | -2.28% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.25% | -0.01% | +0.12% | |
| 42 | RSPM | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.24% | -0.02% | -1.86% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | +0.03% | -6.53% | |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.20% | — | -0.60% | |
| 45 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.20% | -0.05% | — | |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.19% | +0.01% | -2.06% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.02% | +1.00% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | -0.01% | -8.13% | |
| 49 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.18% | -0.01% | — | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.17% | -0.03% | +3.58% |
According to official SEC Form 13F filings, Peak Financial Management, Inc. reported a total U.S. public equity portfolio value of $435.5M across 100 disclosed positions in Q1 2026.
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 31.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
PLTR
市值: $257.3K
Top Position Liquidated / Trimmed
LLY
前期市值: $312.7K
During Q1 2026, Peak Financial Management, Inc.'s top holdings by market value included VXUS (11.6%)、VTI (7.5%)、SPGM (7.0%). The largest single position, VXUS, represented 11.6% of total portfolio value.
In Q1 2026, Peak Financial Management, Inc. made 88 total portfolio adjustments, initiating 5 new buys, adding to 28 positions, trimming 52 holdings, and fully liquidating 3 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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