Peak Financial Management
$441M 13F equity value
123 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Peak Financial Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | 605,468 | $51M | 11.7% |
| VTI | VANGUARD INDEX FDS | 91,398 | $34M | 7.8% |
| SPGM | SPDR INDEX SHS FDS | 367,153 | $32M | 7.2% |
| RSP | INVESCO EXCHANGE TRADED FD T | 101,391 | $21M | 4.8% |
| JPIB | J P MORGAN EXCHANGE TRADED F | 370,686 | $17M | 3.9% |
| VOO | VANGUARD INDEX FDS | 24,159 | $17M | 3.8% |
| SCHB | SCHWAB STRATEGIC TR | 515,518 | $15M | 3.4% |
| SPEM | SPDR INDEX SHS FDS | 268,118 | $14M | 3.1% |
| VCIT | VANGUARD SCOTTSDALE FDS | 173,415 | $14M | 3.1% |
| SCHM | SCHWAB STRATEGIC TR | 396,042 | $13M | 3.1% |
Track Peak Financial Management's 13F portfolio: $441M in reported holdings, 123 positions. Top holdings and quarterly changes on SentiSense.
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