§ 13F · FUND PROFILE
Peak Financial Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $351.6T (13F)Positions · 95Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$444.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VXUS | VANGUARD STAR FDS | 595K | $44.9T | 11.6% | −1% |
| 2 | VTI | VANGUARD INDEX FDS | 93K | $31.2T | 8.0% | −2% |
| 3 | SPGM | SPDR INDEX SHS FDS | 370K | $28.4T | 7.3% | ±0% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 92K | $17.6T | 4.6% | +2% |
| 5 | VOO | VANGUARD INDEX FDS | 27K | $16.9T | 4.3% | −6% |
| 6 | JPIB | J P MORGAN EXCHANGE TRADED F | 312K | $15.2T | 3.9% | +4% |
| 7 | GLTR | ABRDN PRECIOUS METALS BASKET | 72K | $14.9T | 3.8% | −2% |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | 154K | $12.9T | 3.3% | +4% |
| 9 | SCHB | SCHWAB STRATEGIC TR | 467K | $12.3T | 3.2% | +2% |
| 10 | SPEM | SPDR INDEX SHS FDS | 260K | $12.2T | 3.1% | ±0% |
§ 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 $351576.7 trillion in assets. The fund runs a portfolio of 95 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed