StockDriftsStockDriftsTop 50 Peak Financial Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | 11.78% | 600.3K | $51.3M | +1.19%(+7.05K) | $55.71(+56.66%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 7.8% | 91.8K | $34.0M | -0.84%(-777) | $99.67(+283.31%) | 2026-06-30 | |
| SPGM | SPDR INDEX SHS FDS | 7.18% | 365.1K | $31.3M | +0.18%(+670) | $40.16(+119.32%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 4.84% | 99.1K | $21.1M | +4.25%(+4.04K) | $174.88(+26.27%) | 2026-06-30 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 3.97% | 357.6K | $17.3M | +3.93%(+13.51K) | $47.74(+0.43%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.89% | 24.7K | $16.9M | -2.41%(-609) | $186.03(+282.21%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 3.33% | 393.9K | $14.5M | +0.44%(+1.74K) | $18.39(+95.85%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 3.28% | 492.7K | $14.3M | +5.15%(+24.14K) | $13.86(+115.73%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.23% | 170.3K | $14.1M | +2.79%(+4.63K) | $87.64(-7.31%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 3.14% | 264.2K | $13.7M | +1.13%(+2.96K) | $35.10(+49.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.80% | +39.73% | +4.96% | +27.36% |
| Top 20 Holdings Unweighted | +10.31% | +34.24% | +3.81% | +20.56% |
Peak Financial Management, Inc. reports $435.53M in US-listed equity holdings across 114 positions in its most recent 13F filing. Its largest disclosed positions are VXUS (11.8%), VTI (7.8%) and SPGM (7.2%). The top 20 holdings account for 78.34% of reported assets. Its disclosed equity book has returned +39.73% on a three-year cumulative basis. Figures reflect the Q2 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