Peak Financial Management, Inc.
Peak Financial Management, Inc. reported 114 positions worth $435.5M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: VXUS (11.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VXUS | SH | $51.3M | 11.78% | 600,302 | — | — | |
| ▸ 2 | VTI | SH | $34.0M | 7.80% | 91,750 | — | — | |
| ▸ 3 | SPGM | SH | $31.3M | 7.18% | 365,097 | — | — | |
| ▸ 4 | RSP | SH | $21.1M | 4.84% | 99,142 | — | — | |
| ▸ 5 | JPIB | SH | $17.3M | 3.97% | 357,597 | — | — | |
| ▸ 6 | VOO | SH | $16.9M | 3.89% | 24,661 | — | — | |
| ▸ 7 | SCHM | SH | $14.5M | 3.33% | 393,869 | — | — | |
| ▸ 8 | SCHB | SH | $14.3M | 3.28% | 492,683 | — | — | |
| ▸ 9 | VCIT | SH | $14.1M | 3.23% | 170,334 | — | — | |
| ▸ 10 | SPEM | SH | $13.7M | 3.14% | 264,218 | — | — |
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Frequently Asked Questions
What stocks does Peak Financial Management, Inc. hold as of Q2 2026?
Peak Financial Management, Inc. reported 114 positions worth $435.5M in its Q2 2026 13F filing. Largest positions: VXUS (11.8%), VTI (7.8%), SPGM (7.2%), RSP (4.8%) and JPIB (4.0%).
What did Peak Financial Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Peak Financial Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.