Peak Financial Management, Inc. Reduced Holdings in Q4 2025

Peak Financial Management, Inc.

  • $361 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.6K
- 5.61%
$600.51 - $631.95 $960K - $1.01M
26.9K $16.6M
NVDA
Nvidia Corp

Technology
-3.61K
- 14.06%
$179.83 - $207.04 $648K - $746K
22K $4.11M
VTI
Vanguard Total Stock Market Et

ETFs
-2.14K
- 2.25%
$321.8 - $337.95 $688K - $723K
93.1K $30.7M
GOOGL
Alphabet Inc.

Communication Services
-1.14K
- 31.17%
$236.57 - $291.31 $269K - $331K
2.51K $694K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-1.7K
- 4.64%
$49.2 - $52.74 $83.8K - $89.9K
35K $1.76M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-7.68K
- 4.23%
$25.85 - $27.19 $199K - $209K
174K $4.61M
GOOG
Alphabet Inc.

Communication Services
-875
- 20.98%
$237.49 - $291.74 $208K - $255K
3.3K $941K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.54K
- 4.39%
$40.28 - $40.85 $62K - $62.9K
33.5K $1.35M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-519
- 13.75%
$110.25 - $112.92 $57.2K - $58.6K
3.26K $358K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-446
- 2.03%
$102.72 - $103.6 $45.8K - $46.2K
21.6K $2.22M
PG
Procter & Gamble CO

Consumer Defensive
-168
- 7.13%
$145.5 - $153.18 $24.4K - $25.7K
2.19K $319K
VTV
Vanguard Value ETF

ETFs
-188
- 3.37%
$182.87 - $189.72 $34.4K - $35.7K
5.39K $1.01M
XLV
Select Sector Spdr Fund Health

ETFs
-472
- 13.47%
$141.95 - $152.82 $67K - $72.1K
3.03K $460K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-350
- 2.26%
$44.43 - $46.12 $15.6K - $16.1K
15.1K $680K
ABBV
Abb Vie Inc.

Healthcare
-100
- 9.4%
$211.96 - $244.38 $21.2K - $24.4K
964 $225K
AAPL
Apple Inc.

Technology
-1.01K
- 5.17%
$245.27 - $275.25 $248K - $279K
18.5K $4.96M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-210
- 3.42%
$43.95 - $46.24 $9.23K - $9.71K
5.93K $262K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-181
- 1.05%
$142.79 - $150.05 $25.8K - $27.2K
17K $2.49M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-207
- 1.04%
$23.38 - $23.82 $4.84K - $4.93K
19.8K $461K
DJP
Barclays Bank PLC

ETFs
-245
- 0.53%
N/A
45.8K $1.48M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-110
- 2.29%
$132.94 - $139.8 $14.6K - $15.4K
4.69K $643K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-72
- 1.92%
$142.82 - $150.36 $10.3K - $10.8K
3.68K $540K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-16
- 1.82%
$589.5 - $635.77 $9.43K - $10.2K
865 $522K
ACWI
Ishares Msci Acwi ETF

ETFs
-608
- 1.39%
$135.71 - $142.56 $82.5K - $86.7K
43.1K $6.03M
VEA
Vanguard Ftse Developed Market

ETFs
-597
- 2.6%
$59.18 - $62.09 $35.3K - $37.1K
22.3K $1.37M
AUST
Austin Gold Corp.

Basic Materials
-3.7K
- 15.61%
N/A
20K $22K
XOM
Exxon Mobil Corp

Energy
-150
- 5.05%
$110.64 - $119.78 $16.6K - $18K
2.82K $331K
IVV
Ishares Core S&P 500 ETF

ETFs
-32
- 0.91%
$656.2 - $690.71 $21K - $22.1K
3.49K $2.36M
RYH
Invesco S&P 500 Equal Weight H

ETFs
-1.89K
- 3.14%
N/A
58.1K $0
RTM
Invesco S&P 500 Equal Weight M

ETFs
-2.24K
- 8.19%
N/A
25.1K $0
GLD
Spdr Gold Trust

ETFs
-59
- 5.06%
$354.79 - $403.15 $20.9K - $23.8K
1.11K $416K
AMZN
Amazon Com Inc

Consumer Cyclical
-251
- 6.31%
$213.04 - $254.0 $53.5K - $63.8K
3.73K $875K
IYW
Ishares Dj Us Tech ETF

ETFs
-9
- 0.64%
$192.8 - $211.27 $1.74K - $1.9K
1.41K $280K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-52
- 0.62%
$91.84 - $96.06 $4.78K - $5K
8.35K $790K
PHYS
Sprott Physical Gold Trust

Financial Services
-214
- 0.96%
$29.62 - $33.31 $6.34K - $7.13K
22K $685K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.26K
- 1.92%
$23.02 - $24.23 $74.9K - $78.9K
166K $3.98M
IEFA
Ishares Tr

ETFs
-133
- 0.41%
$86.09 - $89.88 $11.4K - $12K
32.6K $2.89M
LLY
Eli Lilly & CO

Healthcare
-25
- 7.91%
$799.57 - $1025.28 $20K - $25.6K
291 $297K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-630
- 0.81%
$36.51 - $41.12 $23K - $25.9K
76.7K $2.99M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-1.75K
- 0.47%
$73.54 - $77.36 $128K - $135K
370K $28.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.73K
- 0.79%
$72.17 - $75.74 $341K - $358K
595K $44.6M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-1.62K
- 2.19%
$165.48 - $188.67 $268K - $305K
72.4K $12.8M
Activity Summary
Buys All Purchases 37 New Holdings 2 Increased Positions 35 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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