§ 13F · FUND PROFILE
Peak Financial Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $378M (13F)Positions · 101Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VXUS | VANGUARD STAR FDS | 593K | $46M | 11.6% | ±0% |
| 2 | VTI | VANGUARD INDEX FDS | 93K | $30M | 7.5% | −1% |
| 3 | SPGM | SPDR INDEX SHS FDS | 364K | $28M | 7.0% | −1% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 95K | $18M | 4.6% | +3% |
| 5 | JPIB | J P MORGAN EXCHANGE TRADED F | 344K | $16M | 4.2% | +10% |
| 6 | VOO | VANGUARD INDEX FDS | 25K | $15M | 3.8% | −6% |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | 166K | $14M | 3.5% | +8% |
| 8 | GLTR | ABRDN PRECIOUS METALS BASKET | 62K | $14M | 3.4% | −15% |
| 9 | NFLT | ETFIS SER TR I | 562K | $13M | 3.2% | +10% |
| 10 | AGG | ISHARES TR | 124K | $12M | 3.1% | +5% |
§ 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 $378 million in assets. The fund runs a portfolio of 101 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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