Peak Financial Management, Inc. — 13F holdings

Peak Financial Management, Inc. reported 116 holdings worth $441M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. VXUS VANGUARD STAR FDS — $51.4M (11.7%)
  2. VTI VANGUARD INDEX FDS — $34.2M (7.8%)
  3. SPGM SPDR INDEX SHS FDS — $31.8M (7.2%)
  4. RSP INVESCO EXCHANGE TRADED FD T — $21.1M (4.8%)
  5. JPIB J P MORGAN EXCHANGE TRADED F — $17.3M (3.9%)
  6. VOO VANGUARD INDEX FDS — $16.9M (3.8%)
  7. SCHB Schwab Strategic Tr — $15.1M (3.4%)
  8. SPEM SPDR INDEX SHS FDS — $13.9M (3.1%)
  9. VCIT VANGUARD SCOTTSDALE FDS — $13.6M (3.1%)
  10. SCHM SCHWAB STRATEGIC TR — $13.5M (3.1%)