§ 13F · FUND PROFILE
Peak Financial Management, Inc..
AUM · $436M (13F)Positions · 114Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VXUS | VANGUARD STAR FDS | 600K | $51M | 11.8% | +1% |
| 2 | VTI | VANGUARD INDEX FDS | 92K | $34M | 7.8% | −1% |
| 3 | SPGM | SPDR INDEX SHS FDS | 365K | $31M | 7.2% | ±0% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 99K | $21M | 4.8% | +4% |
| 5 | JPIB | J P MORGAN EXCHANGE TRADED F | 358K | $17M | 4.0% | +4% |
| 6 | VOO | VANGUARD INDEX FDS | 25K | $17M | 3.9% | −2% |
| 7 | SCHM | SCHWAB STRATEGIC TR | 394K | $15M | 3.3% | ±0% |
| 8 | SCHB | SCHWAB STRATEGIC TR | 493K | $14M | 3.3% | +5% |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 170K | $14M | 3.2% | +3% |
| 10 | SPEM | SPDR INDEX SHS FDS | 264K | $14M | 3.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PEAK SIGNAL
AC read
Peak Financial Management, Inc. is a Other fund managing $436 million in assets. The fund runs a portfolio of 114 positions.
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