Peak Financial Management, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Peak Financial Management, Inc. 13F Holdings
CIK 0001669662 · WALTHAM, MA
As of Sep 30, 2025, Peak Financial Management, Inc. reported
101 positions worth $378.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 599,979 | $44.1M | 11.65% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 95,233 | $31.3M | 8.26% |
| SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | SPGM | — | 371,448 | $27.8M | 7.36% |
| VANGUARD 500 INDEX FUND | VOO | — | 28,473 |
|
7.4M4.61% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 90,157 |
7.1M | 4.52% |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | JPIB | — | 301,139 |
4.8M | 3.90% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 147,736 |
2.4M | 3.29% |
| ABRDN PRECIOUS METALS BASKET ETF TRUST | GLTR | — | 74,011 |
2.2M | 3.24% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 259,181 |
2.1M | 3.21% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 458,367 |
1.8M | 3.12% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 115,403 |
1.6M | 3.06% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 387,714 |
1.5M | 3.04% |
| ETFIS SER TR I | — | — | 480,606 |
1.1M | 2.93% |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | SHYG | — | 242,526 |
0.5M | 2.78% |
| INVESCO S&P 500 PURE VALUE ETF | RPV | — | 103,007 |
0.2M | 2.71% |
| SCHWAB US TIPS ETF | SCHP | — | 321,186 | $8.7M | 2.29% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 70,055 | $8.3M | 2.20% |
| USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND | SDCI | — | 346,509 | $8.0M | 2.11% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 338,789 | $8.0M | 2.10% |
| TCW FLEXIBLE INCOME ETF | FLXR | — | 199,231 | $7.9M | 2.10% |
| ISHARES MSCI ACWI ETF | ACWI | — | 43,677 | $6.0M | 1.60% |
| ISHARES CORE US REIT ETF | USRT | — | 97,038 | $5.7M | 1.51% |
| APPLE INC | AAPL | Technology | 19,556 | $5.0M | 1.32% |
| NVIDIA CORP | NVDA | Technology | 25,643 | $4.8M | 1.26% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 181,479 | $4.8M | 1.26% |