What does Peak Financial Management, Inc. hold?

Peak Financial Management, Inc.'s 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1669662.

What is Peak Financial Management, Inc.'s AUM?

Peak Financial Management, Inc. reported approximately $441.2M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source Peak Financial Management, Inc.'s holdings?

All Peak Financial Management, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1669662. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Peak Financial Management, Inc.'s 13F data updated on 13F Pro?

Peak Financial Management, Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Peak Financial Management, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1669662

Institutional-grade research for retail investors

Sector Allocation

Other79.6%$351.3M
Financials13.2%$58.3M
Technology5.3%$23.2M
Industrials0.6%$2.7M
Healthcare0.5%$2.1M
Consumer Staples0.3%$1.1M
Energy0.3%$1.1M
Consumer Discretionary0.2%$874,010
Communication Services0.1%$507,612

AUM History

13fpro.ai/research/fund/peak-financial-management-inc-1669662

Conviction and streaks

Stable · top 10 = 51.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold11.7% weight · held 11 quarters

$Conviction hold7.8% weight · held 11 quarters

$Conviction hold7.2% weight · held 11 quarters

$IVZConviction hold4.8% weight · held 9 quarters

$Conviction hold3.9% weight · held 7 quarters

$Accumulating+291% shares · 10 quarters running

$Accumulating+18% shares · 10 quarters running

$Accumulating+50% shares · 10 quarters running

$Accumulating+319% shares · 10 quarters running

$Accumulating+19% shares · 10 quarters running

$Trimming-12% shares · 10 quarters running

$Trimming-32% shares · 10 quarters running

$IVZTrimming-84% shares · 10 quarters running

$Trimming-79% shares · 10 quarters running

$Trimming-36% shares · 10 quarters running

Largest positions — Q3 2026

VANGUARD
$51.4M
VANGUARD
$34.2M
SPDR
$31.8M
IVZ
$21.1M
J
$17.3M
VANGUARD
$16.9M
SCHWAB
$15.1M
SPDR
$13.9M
VANGUARD
$13.6M
SCHWAB
$13.5M
ETFIS
$13.3M
IVZ
$12.3M
GLTR
$12.0M
USCF
$12.0M
ISHARES
$12.0M
TCW
$11.9M
ISHARES
$11.6M
SCHWAB
$9.9M
ISHARES
$9.6M
SCHWAB
$9.6M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/peak-financial-management-inc-1669662

Peak Financial Management, Inc. 13F holdings — Q3 2026

$441.2M portfolio (+1.3% QoQ) · 116 holdings · Q3 2026 13F · top 10 are 52% of the stock portfolio

1
VANGUARD STAR FDS - VG TL INTL STK F
$51.4M
11.7% of stocks
+0.9%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD INDEX FDS - MRNGSTR TTL STK
$34.2M
7.8% of stocks
-0.4%This quarter—Since filed—Held
AIQuality—Est. buy—
3
SPDR INDEX SHS FDS - ST STR MSCI GLB
$31.8M
7.2% of stocks
+0.6%This quarter—Since filed—Held
AIQuality—Est. buy—
4
Invesco Ltd.
$IVZ
$21.1M
4.8% of stocks
+2%This quarter+1.2%Since filed11+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
5
J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF
$17.3M
3.9% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
6
VANGUARD INDEX FDS - S&P 500 ETF SHS
$16.9M
3.8% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
7
SCHWAB STRATEGIC TR - US BRD MKT ETF
$15.1M
3.4% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
8
SPDR INDEX SHS FDS - ST PORT MARK ETF
$13.9M
3.1% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
9
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$13.6M
3.1% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
10
SCHWAB STRATEGIC TR - US MID-CAP ETF
$13.5M
3.0% of stocks
+0.6%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD STAR FDS - VG TL INTL STK F	$51.4M	11.7%	+0.9%	—	—	—	—
2	VANGUARD INDEX FDS - MRNGSTR TTL STK	$34.2M	7.8%	-0.4%	—	—	—	—
3	SPDR INDEX SHS FDS - ST STR MSCI GLB	$31.8M	7.2%	+0.6%	—	—	—	—
4	Invesco Ltd.$IVZ	$21.1M	4.8%	+2%	+1.2%	11+ qtrsAdded 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
5	J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF	$17.3M	3.9%	+4%	—	—	—	—
6	VANGUARD INDEX FDS - S&P 500 ETF SHS	$16.9M	3.8%	-2%	—	—	—	—
7	SCHWAB STRATEGIC TR - US BRD MKT ETF	$15.1M	3.4%	+5%	—	—	—	—
8	SPDR INDEX SHS FDS - ST PORT MARK ETF	$13.9M	3.1%	+1%	—	—	—	—
9	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	$13.6M	3.1%	+2%	—	—	—	—
10	SCHWAB STRATEGIC TR - US MID-CAP ETF	$13.5M	3.0%	+0.6%	—	—	—	—

All holdings — Peak Financial Management, Inc. (Q3 2026)

Sort

116 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	ETFIS SER TR I - VIRTUS NEWFLEET	—	$13.3M	3.0%	601K	+2%	—	—	13F
12	$IVZ	Invesco Ltd.	Financials	$12.3M	2.8%	107K	+0.9%	11+ qtrsAdded 3 qtrs in a row	—	13F
13	$GLTR	abrdn Precious Metals Basket ETF Trust	Financials	$12.0M	2.7%	64K	+3%	11+ qtrsAdded 2 qtrs in a row	—	13F
14	—	USCF ETF TR - SUMMERHAVEN K1etf/fund	—	$12.0M	2.7%	384K	+0.7%	—	—	13F
15	—	ISHARES TR - CORE US AGGBD ETetf/fund	—	$12.0M	2.7%	127K	+1%	—	—	13F
16	—	TCW ETF TRUST - FLEXIBLE INCOMEetf/fund	—	$11.9M	2.7%	313K	+3%	—	—	13F
17	—	ISHARES TR - 0-5YR HI YL CPetf/fund	—	$11.6M	2.6%	281K	+3%	—	—	13F
18	—	SCHWAB STRATEGIC TR - US AGGREGATE B	—	$9.9M	2.2%	448K	+6%	—	—	13F
19	—	ISHARES TR - CORE S&P SCP ETFetf/fund	—	$9.6M	2.2%	71K	+0.6%	—	—	13F
20	—	SCHWAB STRATEGIC TR - US TIPS ETFetf/fund	—	$9.6M	2.2%	381K	+4%	—	—	13F
21	$AAPL	Apple Inc.	Technology	$8.5M	1.9%	26K	-0.9%	11+ qtrs	75.7	13F
22	—	ISHARES TR - MSCI ACWI ETFetf/fund	—	$6.8M	1.5%	43K	+0.6%	—	—	13F
23	—	ISHARES TR - CRE U S REIT ETFetf/fund	—	$6.6M	1.5%	106K	+2%	—	—	13F
24	—	SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund	—	$5.0M	1.1%	167K	-1%	—	—	13F
25	—	SCHWAB STRATEGIC TR - INTL EQTY ETFetf/fund	—	$4.5M	1.0%	163K	-0.6%	—	—	13F
26	$NVDA	NVIDIA CORP	Technology	$4.4M	1.0%	19K	-6%
27	—	ISHARES TR - CORE MSCI EAFE	—	$3.1M	0.7%	32K	-0.1%
28	$CEF	Sprott Physical Gold & Silver Trust	Financials	$3.1M	0.7%	74K	-0.5%
29	—	ISHARES TR - CORE S&P TTL STK	—	$2.7M	0.6%	17K	+0.6%
30	—	ISHARES TR - CORE S&P500 ETF	—	$2.5M	0.6%	3,326	-1%
31	$DJP	BARCLAYS BANK PLC	Financials	$2.3M	0.5%	46K	-0.1%
32	—	ISHARES TR - TIPS BD ETF	—	$2.3M	0.5%	22K	+2%
33	—	ISHARES TR - 0-5 YR TIPS ETF	—	$2.2M	0.5%	22K	+0.1%
34	$WT	WisdomTree, Inc.	Financials	$2.1M	0.5%	42K	New
35	$IVZ	Invesco Ltd.	Financials	$2.1M	0.5%	55K	-0.8%
36	—	FIDELITY COVINGTON TRUST - MSCI MATLS INDEX	—	$1.8M	0.4%	32K	-3%
37	$MSFT	MICROSOFT CORP	Technology	$1.6M	0.4%	3,194	+6%
38	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$1.5M	0.3%	21K	-8%
39	$RTX	RTX Corp	Industrials	$1.2M	0.3%	6,567	+0.2%
40	—	SSGA ACTIVE ETF TR - ST STR TOTAL ETF	—	$1.1M	0.3%	30K	-7%
41	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$1.1M	0.3%	5,096	+0.5%
42	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$1.0M	0.2%	18K	+0.4%
43	$GOOG	Alphabet Inc.	Technology	$1.0M	0.2%	3,009	-0.7%
44	$GOOGL	Alphabet Inc.	Technology	$914K	0.2%	2,657	+5%
45	—	INVESCO EXCHANGE TRADED FD T - S&P500 EQL MAT	—	$911K	0.2%	25K	-0.4%
46	—	ISHARES TR - ESG MSCI KLD ETF	—	$901K	0.2%	6,166	-0.4%
47	$SNDK	Sandisk Corp	Technology	$894K	0.2%	514	+28%
48	$AMD	ADVANCED MICRO DEVICES INC	Technology	$887K	0.2%	1,449	+7%
49	—	ISHARES TR - ESG AW MSCI EAFE	—	$851K	0.2%	8,260	-0.4%
50	$MU	MICRON TECHNOLOGY INC	Technology	$779K	0.2%	731	-9%
51	—	ISHARES TR - ESG OPTIMIZED	—	$769K	0.2%	4,940	-0.4%
52	—	SCHWAB STRATEGIC TR - INTL SCEQT ETF	—	$757K	0.2%	15K	-0.1%
53	$PHYS	Sprott Physical Gold Trust	Financials	$688K	0.2%	22K	—
54	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$633K	0.1%	855	—
55	—	ISHARES TR - ESG AWR MSCI USA	—	$614K	0.1%	3,679	-0.6%
56	$AMZN	AMAZON COM INC	Consumer Discretionary	$609K	0.1%	2,442	-20%
57	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$606K	0.1%	665	—
58	$META	Meta Platforms, Inc.	Technology	$604K	0.1%	833	+21%
59	$GEV	GE Vernova Inc.	Industrials	$544K	0.1%	572	+12%
60	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$541K	0.1%	1,185	+16%
61	$GE	GENERAL ELECTRIC CO	Industrials	$524K	0.1%	1,676	—
62	$CRWD	CrowdStrike Holdings, Inc.	Technology	$515K	0.1%	1,944	+322%
63	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$508K	0.1%	11K	+0.4%
64	$XOM.R34088	EXXON MOBIL CORP	Energy	$498K	0.1%	3,060	+0.0%
65	—	ISHARES TR - ESG AWRE USD ETF	—	$486K	0.1%	22K	—
66	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$464K	0.1%	2,756	—
67	$LMAT	LEMAITRE VASCULAR INC	Healthcare	$443K	0.1%	5,365	—
68	$LLY	ELI LILLY & Co	Healthcare	$405K	0.1%	350	+9%
69	—	ISHARES TR - U.S. TECH ETF	—	$397K	0.1%	1,500	+7%
70	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$368K	0.1%	739	-3%
71	$DE	DEERE & CO	Industrials	$365K	0.1%	544	—
72	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$360K	0.1%	11K	-4%
73	$INTC	INTEL CORP	Technology	$359K	0.1%	2,984	-0.8%
74	$WT	WisdomTree, Inc.	Financials	$352K	0.1%	8,648	—
75	—	SPDR SERIES TRUST - ST BLOO HIGH ETF	—	$348K	0.1%	3,757	-0.8%
76	$MUFG	MITSUBISHI UFJ FINANCIAL GROUP INC	Financials	$348K	0.1%	6,427	+0.2%
77	$VRTX	VERTEX PHARMACEUTICALS INC / MA	Healthcare	$342K	0.1%	654	New
78	$VLO	VALERO ENERGY CORP/TX	Energy	$337K	0.1%	870	+9%
79	—	ISHARES TR - IBOXX INV CP ETF	—	$329K	0.1%	3,221	—
80	$AMGN	AMGEN INC	Healthcare	$328K	0.1%	777	New
81	$JNJ	JOHNSON & JOHNSON	Healthcare	$327K	0.1%	1,236	+9%
82	$PG	PROCTER & GAMBLE Co	Consumer Staples	$323K	0.1%	2,222	—
83	$WDC	WESTERN DIGITAL CORP	Technology	$318K	0.1%	700	+17%
84	$MRVL	Marvell Technology, Inc.	Technology	$318K	0.1%	1,203	+20%
85	$CRDO	Credo Technology Group Holding Ltd	Technology	$312K	0.1%	1,600	+83%
86	—	ISHARES TR - ESG AWARE MSCI	—	$308K	0.1%	5,914	-0.3%
87	—	ISHARES TR - RUS MDCP VAL ETF	—	$305K	0.1%	1,900	—
88	—	ISHARES TR - MSCI EAFE MIN VL	—	$304K	0.1%	3,337	—
89	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$284K	0.1%	3,173	-3%
90	$CVX	CHEVRON CORP	Energy	$280K	0.1%	1,370	New
91	$SPY	SPDR S&P 500 ETF TRUST	—	$270K	0.1%	353	-3%
92	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$265K	0.1%	2,006	—
93	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$265K	0.1%	1,585	—
94	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$264K	0.1%	5,630	—
95	$ABBV	AbbVie Inc.	Healthcare	$257K	0.1%	981	—
96	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$254K	0.1%	7,802	—
97	$SIVR	abrdn Silver ETF Trust	Financials	$241K	0.1%	4,204	+6%
98	$GLD	SPDR GOLD TRUST	Financials	$240K	0.1%	631	-26%
99	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$238K	0.1%	3,870	New
100	$IAU	ISHARES GOLD TRUST	Financials	$235K	0.1%	3,013	—
101	—	FIDELITY COVINGTON TRUST - MSCI INFO TECH I	—	$233K	0.1%	778	+0.1%
102	—	VANGUARD SCOTTSDALE FDS - VNG RUS2000GRW	—	$230K	0.1%	884	—
103	$ANET	Arista Networks, Inc.	Technology	$229K	0.1%	1,126	New
104	$GS	GOLDMAN SACHS GROUP INC	Financials	$228K	0.1%	252	-7%
105	$CSCO	CISCO SYSTEMS, INC.	Technology	$227K	0.1%	2,106	—
106	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$222K	0.1%	1,473	New
107	—	SCHWAB STRATEGIC TR - EMRG MKTEQ ETF	—	$221K	0.1%	6,065	+0.4%
108	$WT	WisdomTree, Inc.	Financials	$220K	0.1%	3,400	—
109	—	BLACKROCK ETF TRUST II - ISHA SH TERM ETF	—	$219K	0.1%	4,400	—
110	$JPM	JPMORGAN CHASE & CO	Financials	$217K	0.1%	656	New
111	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$215K	0.1%	977	—
112	—	VANECK ETF TRUST - GOLD MINERS ETF	—	$213K	0.1%	2,429	New
113	—	PIMCO ETF TR - INV GRD CRP BD	—	$212K	0.1%	2,305	—
114	$IVZ	Invesco Ltd.	Financials	$206K	0.1%	2,700	—
115	$CTVA	Corteva, Inc.	Consumer Staples	$206K	0.1%	2,652	—
116	$KLAC	KLA CORP	Technology	$201K	0.1%	1,032	+24%

What changed in Q3 2026

Against the previous quarter's 13F: 8 new, 48 added to, 32 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.

New positions (8)

$VRTXVERTEX PHARMACEUTICALS INC / MA$342K
first bought this quarter
$AMGNAMGEN INC$328K
first bought this quarter
$CVXCHEVRON CORP$280K
first bought this quarter
SELECT SECTOR SPDR TR - ST STR ENERG ETF$238K
first bought this quarter
$ANETArista Networks, Inc.$229K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$222K
first bought this quarter

+2 more in the Excel export

Added to (48)

SCHWAB STRATEGIC TR - US BRD MKT ETF+5%
now $15.1M
J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF+4%
now $17.3M
SCHWAB STRATEGIC TR - US AGGREGATE B+6%
now $9.9M
$IVZInvesco Ltd.+2%
now $21.1M · held 11+ qtrs, 3 adds in a row
VANGUARD STAR FDS - VG TL INTL STK F+0.9%
now $51.4M
$CRWDCrowdStrike Holdings, Inc.+322%
now $515K · held 2 qtrs, 2 adds in a row

+42 more in the Excel export

Trimmed (32)

VANGUARD INDEX FDS - S&P 500 ETF SHS-2%
now $16.9M
$NVDANVIDIA CORP-6%
now $4.4M · held 11+ qtrs, 2 trims in a row
$AMZNAMAZON COM INC-20%
now $609K · held 11+ qtrs, 4 trims in a row
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT-8%
now $1.5M
VANGUARD INDEX FDS - MRNGSTR TTL STK-0.4%
now $34.2M
$GLDSPDR GOLD TRUST-26%
now $240K · held 9 qtrs

+26 more in the Excel export

Sold out (7)

$STXSeagate Technology Holdings plcwas $290K
held 1 qtr
$TPLTexas Pacific Land Corpwas $232K
held 2 qtrs
ISHARES INC - MSCI STH KOR ETFwas $232K
$AVGOBroadcom Inc.was $224K
held 4 qtrs
$EDCONSOLIDATED EDISON INCwas $208K
VANGUARD INDEX FDS - SMALL CP ETFwas $202K

+1 more in the Excel export

Holdings by quarter

Every 13F Peak Financial Management, Inc. has filed, 42 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Peak Financial Management?

Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Peak Financial Management's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)

Top 10 since filing

-0.4%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 5% over the last 4

Top 10 weight

52%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

93%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Peak Financial Management, Inc. disclosed 116 positions worth $441.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 8 new positions and exited 7 — including a new stake in $VRTX and a full exit from $STX. The portfolio is most concentrated in Other (79.6% of disclosed assets). All figures are sourced directly from Peak Financial Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1669662.

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AI-Powered Hedge Fund Analysis: Peak Financial Management, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Peak Financial Management, Inc. (SEC CIK: 1669662), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Peak Financial Management, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.