Peak Financial Management, Inc.
CIK: 0001669662SEC EDGAR →
Portfolio Value
$387.7M
Holdings
98
As of
Q4 2025
New Positions
2
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD STAR FDS | 595,252 | $44.9M | 11.58% |
| 2 | VANGUARD INDEX FDS | 93,095 | $31.2M | 8.05% |
| 3 | SPDR INDEX SHS FDS | 369,702 | $28.4M | 7.31% |
| 4 | INVESCO EXCHANGE TRADED FD T | 92,102 | $17.6M | 4.55% |
| 5 | VANGUARD INDEX FDS | 26,875 | $16.9M | 4.35% |
| 6 | J P MORGAN EXCHANGE TRADED F | 312,115 | $15.2M | 3.92% |
| 7 | ABRDN PRECIOUS METALS BASKET | 72,392 | $14.9M | 3.84% |
| 8 | VANGUARD SCOTTSDALE FDS | 153,930 | $12.9M | 3.32% |
| 9 | SCHWAB STRATEGIC TR | 467,399 | $12.3M | 3.16% |
| 10 | SPDR INDEX SHS FDS | 260,011 | $12.2M | 3.14% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $340.2M | 87.8% |
| Technology | 11 | $30.0M | 7.7% |
| Unknown | 8 | $9.0M | 2.3% |
| Industrials | 4 | $2.2M | 0.6% |
| Communication Services | 3 | $2.1M | 0.6% |
| Consumer Cyclical | 2 | $1.3M | 0.3% |
| Healthcare | 4 | $1.2M | 0.3% |
| Consumer Defensive | 2 | $866K | 0.2% |
| Utilities | 1 | $390K | 0.1% |
| Energy | 1 | $339K | 0.1% |
| Basic Materials | 1 | $29K | 0.0% |