Peak Financial Management, Inc. 13F Holdings · Q2 2026
Peak Financial Management, Inc. reported 114 securities worth $435.53M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VXUS (11.78%), VTI (7.80%), SPGM (7.18%). Among its top 25 positions this quarter: 20 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VXUS | VANGUARD STAR FDS | $51.3M | 11.78% | 600,302 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $34.0M | 7.80% | 91,750 | Trimmed |
| 3 | SPGM | SPDR INDEX SHS FDS | $31.3M | 7.18% | 365,097 | Added |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $21.1M | 4.84% | 99,142 | Added |
| 5 | JPIB | J P MORGAN EXCHANGE TRADED F | $17.3M | 3.97% | 357,597 | Added |
| 6 | VOO | VANGUARD INDEX FDS | $16.9M | 3.89% | 24,661 | Trimmed |
| 7 | SCHM | SCHWAB STRATEGIC TR | $14.5M | 3.33% | 393,869 | Added |
| 8 | SCHB | SCHWAB STRATEGIC TR | $14.3M | 3.28% | 492,683 | Added |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $14.1M | 3.23% | 170,334 | Added |
| 10 | SPEM | SPDR INDEX SHS FDS | $13.7M | 3.14% | 264,218 | Added |
| 11 | NFLT | ETFIS SER TR I | $13.5M | 3.11% | 589,643 | Added |
| 12 | AGG | ISHARES TR | $12.4M | 2.84% | 125,149 | Added |
| 13 | RPV | INVESCO EXCHANGE TRADED FD T | $12.1M | 2.78% | 106,190 | Added |
| 14 | FLXR | TCW ETF TRUST | $11.9M | 2.73% | 303,122 | Added |
| 15 | SHYG | ISHARES TR | $11.5M | 2.64% | 271,489 | Added |
| 16 | GLTR | ABRDN PRECIOUS METALS BASKET | $11.4M | 2.61% | 62,781 | Added |
| 17 | IJR | ISHARES TR | $10.4M | 2.39% | 70,239 | Added |
| 18 | SDCI | USCF ETF TR | $10.1M | 2.31% | 380,981 | Added |
| 19 | SCHZ | SCHWAB STRATEGIC TR | $9.8M | 2.25% | 423,666 | Added |
| 20 | SCHP | SCHWAB STRATEGIC TR | $9.7M | 2.24% | 367,655 | Added |
| 21 | AAPL | APPLE INC | $7.5M | 1.72% | 25,872 | Added |
| 22 | USRT | ISHARES TR | $7.0M | 1.60% | 104,740 | Added |
| 23 | ACWI | ISHARES TR | $6.6M | 1.52% | 42,275 | Trimmed |
| 24 | SCHX | SCHWAB STRATEGIC TR | $5.0M | 1.14% | 168,838 | Trimmed |
| 25 | SCHF | SCHWAB STRATEGIC TR | $4.5M | 1.04% | 163,833 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR