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Latest Peak Financial Management, Inc. Stock Portfolio

$435Million | No. of Holdings #114

Peak Financial Management, Inc. Performance

2026 Q2+7.41%
YTD+7.68%
2025+15.01%

About Peak Financial Management, Inc. and 13F Hedge Fund Stock Holdings

On 2026-07-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Peak Financial Management, Inc. reported an equity portfolio of $435.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Peak Financial Management, Inc. are VXUS, VB, CWI. The fund has invested 11.8% of it's portfolio in VANGUARD STAR FDS and 7.8% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off PALANTIR TECHNOLOGIES INC (PLTR), PARKER-HANNIFIN CORP (PH) and CHEVRON CORPORATION (CVX) stocks. They significantly reduced their stock positions in META PLATFORMS INC (META), BROADCOM INC (AVGO) and AMAZON COM INC (AMZN). Peak Financial Management, Inc. opened new stock positions in SANDISK CORP, INTEL CORP (INTC) and ELI LILLY & CO (LLY). The fund showed a lot of confidence in some stocks as they added substantially to SPDR GOLD TR (GLD), MICRON TECHNOLOGY INC (MU) and ADVANCED MICRO DEVICES INC (AMD).
Peak Financial Management, Inc. Equity Portfolio Value
Last Reported on: 20 Jul, 2026
$435Million
  as of Jul 20, 2026

Peak Financial Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Peak Financial Management, Inc. made a return of 7.41% in the last quarter. In trailing 12 months, it's portfolio return was 17.06%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
sandisk corp909,492
intel corp420,211
eli lilly & co383,818
western digital corp383,232
crowdstrike hldgs inc351,808
marvell technology inc299,049
seagate technology hldngs pl289,500
goldman sachs group inc275,901
New stocks bought by Peak Financial Management, Inc.

Additions

Ticker% Inc.
spdr gold tr35.66
micron technology inc33.5
advanced micro devices inc30.62
berkshire hathaway inc del19.84
international business machs14.81
ishares tr13.89
deere & co10.12
tcw etf trust8.39
Additions to existing portfolio by Peak Financial Management, Inc.

Reductions

Ticker% Reduced
meta platforms inc-29.77
broadcom inc-19.7
amazon com inc-11.24
taiwan semiconductor manufac-11.12
nvidia corporation-7.73
ge vernova inc-6.4
ge aerospace-4.56
state str spdr s&p 500 etf t-4.45
Peak Financial Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
austin gold corp-40,600
vaneck etf trust-222,937
palantir technologies inc-257,307
chevron corporation-234,793
jpmorgan chase & co-229,077
parker-hannifin corp-254,248
Peak Financial Management, Inc. got rid off the above stocks

Sector Distribution

Peak Financial Management, Inc. has about 93.1% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others93.1
Technology4

Market Cap. Distribution

Peak Financial Management, Inc. has about 5.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED93.1
MEGA-CAP5.4

Stocks belong to which Index?

About 5.9% of the stocks held by Peak Financial Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others93.3
S&P 5005.9
Top 5 Winners (%)%
MU
micron technology inc
162.3 %
AMD
advanced micro devices inc
134.6 %
TSM
taiwan semiconductor manufac
39.1 %
IJR
ishares tr
39.0 %
ge vernova inc
33.5 %
Top 5 Winners ($)$
VXUS
vanguard star fds
5.0 M
VB
vanguard index fds
4.5 M
CWI
spdr index shs fds
3.6 M
FNDA
schwab strategic tr
2.3 M
VB
vanguard index fds
2.2 M
Top 5 Losers (%)%
XOM
exxon mobil corp
-19.1 %
GLTR
abrdn precious metals basket
-17.1 %
CEF
sprott asset management lp
-15.7 %
VZ
verizon communications inc
-15.6 %
PHYS
sprott asset management lp
-14.9 %
Top 5 Losers ($)$
GLTR
abrdn precious metals basket
-2.3 M
CEF
sprott asset management lp
-0.6 M
BUY
uscf etf tr
-0.3 M
OIL
barclays bank plc
-0.2 M
PHYS
sprott asset management lp
-0.1 M

Peak Financial Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Peak Financial Management, Inc.

Peak Financial Management, Inc. has 114 stocks in it's portfolio. About 52.4% of the portfolio is in top 10 stocks. GLTR proved to be the most loss making stock for the portfolio. VXUS was the most profitable stock for Peak Financial Management, Inc. last quarter.

$435.53MTotal Value
120Positions
20 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Peak Financial Management, Inc., last reported on 20 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Peak Financial Management, Inc.'s holding in Ishares Tr over time
1.6%104,740
$6.96M
1.6%
increased 2.12 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Peak Financial Management, Inc.'s holding in Ishares Tr over time
1.52%42,275
$6.64M
1.52%
decreased 0.07 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Peak Financial Management, Inc.'s holding in Ishares Tr over time
0.2%6,191
$881.5K
0.2%
increased 0.1 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Peak Financial Management, Inc.'s holding in Ishares Tr over time
0.18%4,960
$765.3K
0.18%
increased 6.44 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Peak Financial Management, Inc.'s holding in Ishares Tr over time
2.64%271,489
$11.51M
2.64%
increased 4.22 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Peak Financial Management, Inc.'s holding in Ishares Inc over time
0.05%1,150
$232.2K
0.05%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Peak Financial Management, Inc.'s holding in Vaneck Etf Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGT
Ishares Tr

Ishares Tr

AGT
Peak Financial Management, Inc.'s holding in Ishares Tr over time
0.2%8,295
$852.9K
0.2%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
Peak Financial Management, Inc.'s holding in Ishares Tr over time
0.14%3,702
$605.9K
0.14%
increased 1.37 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Peak Financial Management, Inc.'s holding in Ishares Tr over time
0.12%22,145
$512.7K
0.12%
increased 2.78 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Peak Financial Management, Inc.'s holding in Wisdomtree Tr over time
0.09%8,648
$370.0K
0.09%
decreased 2.26 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Peak Financial Management, Inc.'s holding in Wisdomtree Tr over time
0.05%3,400
$230.5K
0.05%
new position
AMZA
Etfis Ser Tr I

Etfis Ser Tr I

AMZA
Peak Financial Management, Inc.'s holding in Etfis Ser Tr I over time
3.11%589,643
$13.53M
3.11%
increased 4.86 percentadded
AUST
Austin Gold Corp

Austin Gold Corp

AUST
Peak Financial Management, Inc.'s holding in Austin Gold Corp over time
0%0.00
$0.00
0%
decreased 100 percentsold off