Peak Financial Management, Inc. Portfolio Holdings

Peak Financial Management, Inc.

  • $359 Million
  • Q3 2025

Peak Financial Management, Inc. has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $359 Million distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $44.1M, Vanguard Total Stock Market Et with a value of $31.3M, Spdr Index Shs Fds S Spdr Port with a value of $27.8M, Vanguard Index Fds S&P 500 ETF with a value of $17.4M, and Invesco S&P 500 Equal Weight E with a value of $17.1M.

Examining the 13F form we can see an increase of $20.6M in the current position value, from $338M to 359M.

Below you can find more details about Peak Financial Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $359 Million
ETFs: $333 Million
Technology: $13.4 Million
Financial Services: $4.07 Million
Communication Services: $2.64 Million
Industrials: $1.76 Million
Consumer Cyclical: $1.52 Million
Healthcare: $1.48 Million
Consumer Defensive: $946,000
Other: $360,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.1 Million 12.28% of portfolio
599,979
Q3 2025 Added 1.14%
$0
$31.3 Million 8.71% of portfolio
95,233
Q3 2025 Reduced 3.19%
$0
$27.8 Million 7.75% of portfolio
371,448
Q3 2025 Reduced 0.55%
$0
$17.4 Million 4.86% of portfolio
28,473
Q3 2025 Reduced 4.73%
$0
$17.1 Million 4.77% of portfolio
90,157
Q3 2025 Added 3.5%
$0
$14.8 Million 4.11% of portfolio
301,139
Q3 2025 Added 4.35%
$0
$12.4 Million 3.46% of portfolio
147,736
Q3 2025 Added 3.25%
$2.1B
$12.2 Million 3.41% of portfolio
74,011
Q3 2025 Reduced 1.23%
$0
$12.1 Million 3.38% of portfolio
259,181
Q3 2025 Added 2.2%
$0
$11.8 Million 3.28% of portfolio
458,367
Q3 2025 Added 1.12%
$0
$11.6 Million 3.22% of portfolio
115,403
Q3 2025 Added 2.38%
$0
$11.5 Million 3.2% of portfolio
387,714
Q3 2025 Added 0.78%
$0
$11.1 Million 3.09% of portfolio
480,606
Q3 2025 Added 58.79%
$0
$10.5 Million 2.93% of portfolio
242,526
Q3 2025 Added 4.92%
$0
$10.2 Million 2.85% of portfolio
103,007
Q3 2025 Added 0.19%
$0
$8.66 Million 2.41% of portfolio
321,186
Q3 2025 Reduced 8.41%
$0
$7.95 Million 2.22% of portfolio
338,789
Q3 2025 Added 4.55%
$0
$6.04 Million 1.68% of portfolio
43,677
Q3 2025 Reduced 3.58%
$0
$5.7 Million 1.59% of portfolio
97,038
Q3 2025 Added 2.45%
$0
$4.78 Million 1.33% of portfolio
181,479
Q3 2025 Reduced 7.76%
$0
$3.95 Million 1.1% of portfolio
169,740
Q3 2025 Reduced 0.63%
$0
$2.86 Million 0.8% of portfolio
32,731
Q3 2025 Reduced 6.06%
$0
$2.5 Million 0.7% of portfolio
17,171
Q3 2025 Added 0.48%
$0
$2.37 Million 0.66% of portfolio
21,342
Q3 2025 Reduced 19.35%
$0
$2.36 Million 0.66% of portfolio
3,522
Q3 2025 Reduced 6.16%
$0
$2.27 Million 0.63% of portfolio
22,008
Q3 2025 Reduced 8.45%
$0
$1.93 Million 0.54% of portfolio
36,742
Q3 2025 Reduced 9.86%
$0
$1.49 Million 0.41% of portfolio
46,076
Q3 2025 Reduced 6.12%
$0
$1.42 Million 0.4% of portfolio
35,069
Q3 2025 Reduced 4.8%
$0
$1.37 Million 0.38% of portfolio
22,926
Q1 2025 Reduced 0.37%
$0
$1.04 Million 0.29% of portfolio
19,260
Q3 2025 Reduced 7.93%
$0
$1.04 Million 0.29% of portfolio
5,573
Q3 2025 Reduced 2.57%
$0
$780,000 0.22% of portfolio
8,397
Q3 2025 Added 1.39%
$0
$795,000 0.22% of portfolio
6,315
Q3 2025 Added 3.02%
$0
$703,000 0.2% of portfolio
15,455
Q3 2025 Reduced 11.17%
$0
$650,000 0.18% of portfolio
4,795
Q3 2025 Added 4.81%
$0
$546,000 0.15% of portfolio
3,754
Q2 2025 Added 2.32%
$0
$528,000 0.15% of portfolio
881
Q3 2025 Reduced 15.37%
$0
$487,000 0.14% of portfolio
3,504
Q3 2025 Reduced 14.22%
$0
$470,000 0.13% of portfolio
19,967
Q3 2025 Added 2.21%
$0
$420,000 0.12% of portfolio
3,774
Q3 2025 Reduced 0.97%
$130B
$414,000 0.12% of portfolio
1,167
Q3 2025 Added 3.73%
$0
$409,000 0.11% of portfolio
4,177
Q2 2025 Reduced 7.01%
$0
$391,000 0.11% of portfolio
8,848
Q3 2025 Reduced 0.28%
$0
$342,000 0.1% of portfolio
3,743
Q3 2025 Reduced 9.06%
$0
$309,000 0.09% of portfolio
11,079
Q3 2025 Added 12.09%
$0
$273,000 0.08% of portfolio
1,775
Q3 2025 Reduced 10.13%
$0
$275,000 0.08% of portfolio
6,342
Q3 2025 Added 11.32%
$0
$276,000 0.08% of portfolio
6,144
Q3 2025 Added 5.68%

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $359 Million
  • Prior Value $338 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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