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Latest Peak Financial Management, Inc. Stock Portfolio

$441Million | No. of Holdings #116

Peak Financial Management, Inc. Performance

2026 Q3-0.50%
YTD+7.14%
2025+15.01%

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

On 2026-10-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Peak Financial Management, Inc. reported an equity portfolio of $441.2 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Peak Financial Management, Inc. are VXUS, VB, CWI. The fund has invested 11.7% 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 EXXON MOBIL CORP (XOM), SEAGATE TECHNOLOGY HLDNGS PL (STX) and TEXAS PACIFIC LAND CORPORATI (TPL) stocks. They significantly reduced their stock positions in SPDR GOLD TR (GLD), AMAZON COM INC (AMZN) and MICRON TECHNOLOGY INC (MU). Peak Financial Management, Inc. opened new stock positions in WISDOMTREE TR (DWMF), EXXONMOBIL HOLDINGS CORP and VERTEX PHARMACEUTICALS INC (VRTX). The fund showed a lot of confidence in some stocks as they added substantially to CREDO TECHNOLOGY GROUP HOLDI (CRDO), SANDISK CORP and KLA CORP (KLAC).
Peak Financial Management, Inc. Equity Portfolio Value
Last Reported on: 16 Oct, 2026
$441Million
  as of Oct 16, 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 -0.5% in the last quarter. In trailing 12 months, it's portfolio return was 9.8%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
wisdomtree tr2,111,340
exxonmobil holdings corp498,107
vertex pharmaceuticals inc341,918
amgen inc327,566
chevron corporation279,904
select sector spdr tr238,016
arista networks inc229,407
space exploration techn corp222,217
New stocks bought by Peak Financial Management, Inc.

Additions

Ticker% Inc.
credo technology group holdi82.86
sandisk corp28.5
kla corp24.04
meta platforms inc20.9
marvell technology inc19.94
western digital corp16.67
taiwan semiconductor manufac15.84
ge vernova inc11.72
Additions to existing portfolio by Peak Financial Management, Inc.

Reductions

Ticker% Reduced
spdr gold tr-26.29
amazon com inc-19.7
micron technology inc-8.74
vanguard tax-managed fds-8.26
goldman sachs group inc-7.35
ssga active etf tr-7.03
nvidia corporation-6.44
schwab strategic tr-4.34
Peak Financial Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-418,348
consolidated edison inc-207,824
ishares inc-232,185
vanguard index fds-202,484
vertiv holdings co-201,896
broadcom inc-223,567
texas pacific land corporati-232,387
seagate technology hldngs pl-289,500
Peak Financial Management, Inc. got rid off the above stocks

Sector Distribution

Peak Financial Management, Inc. has about 92.8% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others92.8
Technology4.3

Market Cap. Distribution

Peak Financial Management, Inc. has about 6.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED92.8
MEGA-CAP6.3

Stocks belong to which Index?

About 6.3% 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
S&P 5006.3
Top 5 Winners (%)%
VLO
valero energy corp
46.0 %
CRWD
crowdstrike hldgs inc
37.4 %
MSFT
microsoft corp
36.0 %
META
meta platforms inc
25.6 %
BUY
uscf etf tr
17.9 %
Top 5 Winners ($)$
BUY
uscf etf tr
1.8 M
AAPL
apple inc
1.1 M
NVDA
nvidia corporation
0.6 M
MSFT
microsoft corp
0.4 M
VB
vanguard index fds
0.4 M
Top 5 Losers (%)%
KLAC
kla corp
-33.1 %
WDC
western digital corp
-27.4 %
CRDO
credo technology group holdi
-23.4 %
IBM
international business machs
-21.8 %
sandisk corp
-21.4 %
Top 5 Losers ($)$
FNDA
schwab strategic tr
-1.1 M
IJR
ishares tr
-0.9 M
BNDW
vanguard scottsdale fds
-0.7 M
BBAX
j p morgan exchange traded f
-0.6 M
IJR
ishares tr
-0.6 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 116 stocks in it's portfolio. About 51.9% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. BUY was the most profitable stock for Peak Financial Management, Inc. last quarter.

$441.19MTotal Value
124Positions
16 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Peak Financial Management, Inc., last reported on 16 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Peak Financial Management, Inc.'s holding in Ishares Tr over time
1.53%42,529
$6.75M
1.53%
increased 0.6 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Peak Financial Management, Inc.'s holding in Ishares Tr over time
1.49%106,395
$6.55M
1.49%
increased 1.58 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Peak Financial Management, Inc.'s holding in Ishares Tr over time
0.2%6,166
$901.3K
0.2%
decreased 0.4 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Peak Financial Management, Inc.'s holding in Ishares Tr over time
0.17%4,940
$769.1K
0.17%
decreased 0.4 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Peak Financial Management, Inc.'s holding in Ishares Tr over time
2.63%280,963
$11.59M
2.63%
increased 3.49 percentadded
ACWV
Ishares Inc

Ishares Inc

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

Vaneck Etf Trust

AFK
Peak Financial Management, Inc.'s holding in Vaneck Etf Trust over time
0.05%2,429
$213.3K
0.05%
new position
AGT
Ishares Tr

Ishares Tr

AGT
Peak Financial Management, Inc.'s holding in Ishares Tr over time
0.19%8,260
$851.3K
0.19%
decreased 0.42 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Peak Financial Management, Inc.'s holding in Ishares Tr over time
0.14%3,679
$613.7K
0.14%
decreased 0.62 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Peak Financial Management, Inc.'s holding in Ishares Tr over time
0.11%22,145
$486.0K
0.11%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Peak Financial Management, Inc.'s holding in Wisdomtree Tr over time
0.08%8,648
$352.2K
0.08%
unchanged 0 percentunchanged
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Peak Financial Management, Inc.'s holding in Wisdomtree Tr over time
0.05%3,400
$219.6K
0.05%
unchanged 0 percentunchanged
AMZA
Etfis Ser Tr I

Etfis Ser Tr I

AMZA
Peak Financial Management, Inc.'s holding in Etfis Ser Tr I over time
3.01%601,115
$13.27M
3.01%
increased 1.95 percentadded