Peak Financial Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Peak Financial Management, Inc. held in its portfolio 98 assets valued at $387,746,484 (i.e. $387.75M).
The most valuable assets in the portfolio included: VANGUARD STAR FDS ($44.91M), VANGUARD INDEX FDS ($31.21M), and SPDR INDEX SHS FDS ($28.36M).
The chart below shows the top 10 valuable assets, and the table below shows the top 98 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Peak Financial Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD STAR FDS | 595252 | 44905856 | VG TL INTL STK F |
| VANGUARD INDEX FDS | 93095 | 31212279 | TOTAL STK MKT |
| SPDR INDEX SHS FDS | 369702 | 28359840 | PORTFLI MSCI GBL |
| INVESCO EXCHANGE TRADED FD T | 92102 | 17643129 | S&P500 EQL WGT |
| VANGUARD INDEX FDS | 26875 | 16854518 | S&P 500 ETF SHS |
| J P MORGAN EXCHANGE TRADED F | 312115 | 15200026 | INTL BD OPP ETF |
| ABRDN PRECIOUS METALS BASKET | 72392 | 14883795 | PHYSCL PRECS MET |
| VANGUARD SCOTTSDALE FDS | 153930 | 12891693 | INT-TERM CORP |
| SCHWAB STRATEGIC TR | 467399 | 12259877 | US BRD MKT ETF |
| SPDR INDEX SHS FDS | 260011 | 12171155 | PORTFOLIO EMG MK |
| ISHARES TR | 118399 | 11825762 | CORE US AGGBD ET |
| SCHWAB STRATEGIC TR | 392250 | 11794975 | US MID-CAP ETF |
| ETFIS SER TR I | 511515 | 11785320 | VIRTUS NEWFLEET |
| INVESCO EXCHANGE TRADED FD T | 103107 | 10657185 | S&P500 PUR VAL |
| ISHARES TR | 248190 | 10639946 | 0-5YR HI YL CP |
| TCW ETF TRUST | 230918 | 9144383 | FLEXIBLE INCOME |
| SCHWAB STRATEGIC TR | 331824 | 8790032 | US TIPS ETF |
| ISHARES TR | 70087 | 8423139 | CORE S&P SCP ETF |
| SCHWAB STRATEGIC TR | 353378 | 8258448 | US AGGREGATE B |
| USCF ETF TR | 365788 | 8058311 | SUMMERHAVEN K1 |
| ISHARES TR | 43069 | 6093959 | MSCI ACWI ETF |
| ISHARES TR | 98791 | 5627157 | CRE U S REIT ETF |
| APPLE INC | 18544 | 5041545 | COM |
| SCHWAB STRATEGIC TR | 173800 | 4676980 | US LRG CAP ETF |
| NVIDIA CORPORATION | 22038 | 4110194 | COM |
| SCHWAB STRATEGIC TR | 166485 | 4002299 | INTL EQTY ETF |
| SPROTT ASSET MANAGEMENT LP | 76709 | 3513272 | PHYSICAL GOLD AN |
| ISHARES TR | 32598 | 2916239 | CORE MSCI EAFE |
| ISHARES TR | 16990 | 2526354 | CORE S&P TTL STK |
| ISHARES TR | 3490 | 2390577 | CORE S&P500 ETF |
| ISHARES TR | 21418 | 2354121 | TIPS BD ETF |
| ISHARES TR | 21562 | 2207755 | 0-5 YR TIPS ETF |
| MICROSOFT CORP | 4438 | 2146663 | COM |
| FIDELITY COVINGTON TRUST | 35038 | 1860885 | MSCI MATLS INDEX |
| INVESCO EXCHANGE TRADED FD T | 58090 | 1850194 | S&P500 EQL HLT |
| BARCLAYS BANK PLC | 45831 | 1723704 | DJUBS CMDT ETN36 |
| VANGUARD TAX-MANAGED FDS | 22329 | 1394893 | VAN FTSE DEV MKT |
| SSGA ACTIVE ETF TR | 33530 | 1349606 | STATE STREET DOU |
| RTX CORPORATION | 6324 | 1159874 | COM |
| ALPHABET INC | 3295 | 1033971 | CAP STK CL C |
| VANGUARD INDEX FDS | 5385 | 1028621 | VALUE ETF |
| VANGUARD INTL EQUITY INDEX F | 18132 | 974798 | FTSE EMR MKT ETF |
| AMAZON COM INC | 3729 | 860728 | COM |
| INVESCO EXCHANGE TRADED FD T | 25149 | 857011 | S&P500 EQL MAT |
| ISHARES TR | 6315 | 813561 | ESG MSCI KLD 400 |
| ISHARES TR | 8345 | 793613 | ESG AW MSCI EAFE |
| ALPHABET INC | 2511 | 785943 | CAP STK CL A |
| SPROTT ASSET MANAGEMENT LP | 22000 | 726440 | PHYSICAL GOLD TR |
| SCHWAB STRATEGIC TR | 15105 | 687734 | INTL SCEQT ETF |
| ISHARES TR | 4685 | 652831 | ESG OPTIMIZED |
| MICRON TECHNOLOGY INC | 1953 | 557584 | COM |
| COSTCO WHSL CORP NEW | 642 | 553622 | COM |
| ISHARES TR | 3682 | 548544 | ESG AWR MSCI USA |
| INVESCO QQQ TR | 865 | 531378 | UNIT SER 1 |
| GE AEROSPACE | 1645 | 506733 | COM NEW |
| SELECT SECTOR SPDR TR | 3032 | 469354 | STATE STREET HEA |
| ISHARES TR | 19760 | 462085 | ESG AWRE USD ETF |
| TJX COS INC NEW | 2986 | 458679 | COM |
| SPDR GOLD TR | 1108 | 439111 | GOLD SHS |
| LEMAITRE VASCULAR INC | 5365 | 435102 | COM |
| SPDR SERIES TRUST | 4232 | 411393 | STATE STREET SPD |
| WISDOMTREE TR | 8848 | 409574 | INDIA ERNGS FD |
| VERIZON COMMUNICATIONS INC | 9852 | 401280 | COM |
| GE VERNOVA INC | 597 | 390266 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1276 | 387764 | SPONSORED ADS |
| ADVANCED MICRO DEVICES INC | 1722 | 368784 | COM |
| ISHARES TR | 3255 | 358751 | IBOXX INV CP ETF |
| BERKSHIRE HATHAWAY INC DEL | 700 | 351855 | CL B NEW |
| EXXON MOBIL CORP | 2819 | 339238 | COM |
| SCHWAB STRATEGIC TR | 11789 | 335751 | US SML CAP ETF |
| VANGUARD INDEX FDS | 3743 | 331218 | REAL ESTATE ETF |
| META PLATFORMS INC | 486 | 320804 | CL A |
| PROCTER AND GAMBLE CO | 2189 | 313845 | COM |
| ELI LILLY & CO | 291 | 312732 | COM |
| ISHARES INC | 6497 | 286972 | ESG AWR MSCI EM |
| BROADCOM INC | 827 | 286261 | COM |
| ISHARES TR | 1406 | 280750 | U.S. TECH ETF |
| SPDR S&P 500 ETF TR | 409 | 279326 | TR UNIT |
| SELECT SECTOR SPDR TR | 1775 | 275338 | STATE STREET IND |
| ISHARES TR | 5934 | 272845 | ESG AWARE MSCI |
| PARKER-HANNIFIN CORP | 309 | 271599 | COM |
| PIMCO ETF TR | 2775 | 271534 | INV GRD CRP BD |
| FIRST TR EXCHANGE-TRADED FD | 5892 | 271503 | SHS |
| ISHARES TR | 1900 | 267995 | RUS MDCP VAL ETF |
| ISHARES GOLD TR | 3236 | 262666 | ISHARES NEW |
| ISHARES TR | 2930 | 252718 | MSCI EAFE MIN VL |
| INTERNATIONAL BUSINESS MACHS | 851 | 252075 | COM |
| VANECK ETF TRUST | 2882 | 247215 | GOLD MINERS ETF |
| JOHNSON & JOHNSON | 1179 | 244108 | COM |
| JPMORGAN CHASE & CO. | 742 | 239087 | COM |
| HUBSPOT INC | 580 | 232754 | COM |
| DEERE & CO | 494 | 229992 | COM |
| BLACKROCK ETF TRUST II | 4400 | 222024 | ISHARES SHORT-TE |
| ABBVIE INC | 964 | 220459 | COM |
| SCHWAB STRATEGIC TR | 7802 | 214009 | US DIVIDEND EQ |
| SELECT SECTOR SPDR TR | 1762 | 210400 | STATE STREET CON |
| VANGUARD SCOTTSDALE FDS | 884 | 208615 | VNG RUS2000GRW |
| AUSTIN GOLD CORP | 20000 | 29600 | COM |
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