StockDriftsStockDriftsTop 50 Peak Financial Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | 11.66% | 605.5K | $51.4M | +0.86%(+5.17K) | $55.96(+48.83%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 7.75% | 91.4K | $34.2M | -0.38%(-352) | $99.67(+276.80%) | 2026-09-30 | |
| SPGM | SPDR INDEX SHS FDS | 7.2% | 367.2K | $31.8M | +0.56%(+2.06K) | $40.42(+112.73%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.78% | 101.4K | $21.1M | +2.27%(+2.25K) | $175.67(+21.48%) | 2026-09-30 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 3.92% | 370.7K | $17.3M | +3.66%(+13.09K) | $47.74(-1.98%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 3.84% | 24.2K | $16.9M | -2.04%(-502) | $186.03(+278.75%) | 2026-09-30 | |
| SCHB | SCHWAB STRATEGIC TR | 3.42% | 515.5K | $15.1M | +4.63%(+22.84K) | $14.54(+102.19%) | 2026-09-30 | |
| SPEM | SPDR INDEX SHS FDS | 3.15% | 268.1K | $13.9M | +1.48%(+3.90K) | $35.34(+43.38%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.08% | 173.4K | $13.6M | +1.81%(+3.08K) | $87.51(-10.13%) | 2026-09-30 | |
| SCHM | SCHWAB STRATEGIC TR | 3.05% | 396.0K | $13.5M | +0.55%(+2.17K) | $18.49(+84.77%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.89% | +43.87% | +4.95% | +27.31% |
| Top 20 Holdings Unweighted | +11.35% | +38.07% | +3.80% | +20.48% |
Peak Financial Management INC reports $441.19M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are VXUS (11.7%), VTI (7.8%) and SPGM (7.2%). The top 20 holdings account for 77.7% of reported assets. Its disclosed equity book has returned +43.87% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Peak Financial Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1669662). View Peak Financial Management INC’s 13F filings on SEC