Latest Peak Financial Management, Inc. Stock Portfolio

Peak Financial Management, Inc. Performance:

2025 Q4: 2.29%YTD: 14.8%2024: -4.77%

Performance for 2025 Q4 is 2.29%, and YTD is 14.8%, and 2024 is -4.77%.

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

In it's latest 13F Holdings report, Peak Financial Management, Inc. reported an equity portfolio of $387.7 Millions as of 31 Dec, 2025.

The top stock holdings of Peak Financial Management, Inc. are VXUS, VB, CWI. The fund has invested 11.6% of it's portfolio in VANGUARD STAR FDS and 8.1% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off BOSTON SCIENTIFIC CORP (BSX), ORACLE CORP (ORCL) and ALIBABA GROUP HLDG LTD (BABA) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), AUSTIN GOLD CORP and NVIDIA CORPORATION (NVDA). Peak Financial Management, Inc. opened new stock positions in DEERE & CO (DE) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), MICRON TECHNOLOGY INC (MU) and ADVANCED MICRO DEVICES INC (AMD).

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

Our best estimate is that Peak Financial Management, Inc. made a return of 2.29% in the last quarter. In trailing 12 months, it's portfolio return was 14.8%.

Performance
S&P 500

New Buys

Ticker	$ Bought
deere & co	229,992
schwab strategic tr	214,009

New stocks bought by Peak Financial Management, Inc.

Additions

Ticker	% Inc.
select sector spdr tr	100
micron technology inc	55.99
advanced micro devices inc	25.97
microsoft corp	21.99
broadcom inc	17.81
meta platforms inc	17.68
tcw etf trust	15.9
taiwan semiconductor mfg ltd	8.5

Additions to existing portfolio by Peak Financial Management, Inc.

Reductions

Ticker	% Reduced
alphabet inc	-31.17
alphabet inc	-20.98
austin gold corp	-15.61
nvidia corporation	-14.06
ishares tr	-13.75
select sector spdr tr	-13.47
abbvie inc	-9.4
invesco exchange traded fd t	-8.19

Peak Financial Management, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
dolly varden silver corp	-50,100
boston scientific corp	-307,046
vanguard bd index fds	-207,492
alibaba group hldg ltd	-228,774
oracle corp	-232,867

Peak Financial Management, Inc. got rid off the above stocks

Sector Distribution

Peak Financial Management, Inc. has about 93.8% of it's holdings in Others sector.

Sector	%
Others	93.8
Technology	3.4

Market Cap. Distribution

Peak Financial Management, Inc. has about 4.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	93.8
MEGA-CAP	4.4

Stocks belong to which Index?

About 5.4% of the stocks held by Peak Financial Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	93.8
S&P 500	5.4

Top 5 Winners (%)		%
MU	micron technology inc	51.4 %
LLY	eli lilly & co	39.2 %
AMD	advanced micro devices inc	28.1 %
GOOG	alphabet inc	25.8 %
CEF	sprott asset management lp	24.7 %

Top 5 Winners ($)		$
GLTR	abrdn precious metals basket	2.9 M
VXUS	vanguard star fds	1.2 M
CEF	sprott asset management lp	0.7 M
CWI	spdr index shs fds	0.7 M
VB	vanguard index fds	0.7 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-43.0 %
HUBS	hubspot inc	-14.2 %
	austin gold corp	-13.7 %
META	meta platforms inc	-9.4 %
VZ	verizon communications inc	-7.3 %

Top 5 Losers ($)		$
BUY	uscf etf tr	-0.3 M
AAXJ	ishares tr	-0.2 M
XLB	select sector spdr tr	-0.2 M
FNDA	schwab strategic tr	-0.2 M
MSFT	microsoft corp	-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 98 stocks in it's portfolio. About 53.2% of the portfolio is in top 10 stocks. BUY proved to be the most loss making stock for the portfolio. GLTR was the most profitable stock for Peak Financial Management, Inc. last quarter.

Last Reported on: 23 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.30	18,544	5,041,540	reduced	-5.17

AAXJ	ishares tr	1.57	43,069	6,093,960	reduced	-1.39

AAXJ	ishares tr	1.45	98,791	5,627,160	added	1.81

AAXJ	ishares tr	0.21	6,315	813,561	unchanged	0.00

AAXJ	ishares tr	0.17	4,685	652,831	reduced	-2.29

ABBV	abbvie inc	0.06	964	220,459	reduced	-9.4

ACWF	ishares tr	2.74	248,190	10,639,900	added	2.34

AFK	vaneck etf trust	0.06	2,882	247,215	unchanged	0.00

AGT	ishares tr	0.20	8,345	793,613	reduced	-0.62

AGT	ishares tr	0.14	3,682	548,544	reduced	-1.92

AGT	ishares tr	0.12	19,760	462,085	reduced	-1.04

AGZD	wisdomtree tr	0.11	8,848	409,574	unchanged	0.00

AMD	advanced micro devices inc	0.10	1,722	368,784	added	25.97

AMPS	ishares tr	0.57	21,562	2,207,760	reduced	-2.03

AMPS	ishares tr	0.06	2,930	252,718	added	0.07

AMZA	etfis ser tr i	3.04	511,515	11,785,300	added	6.43

AMZN	amazon com inc	0.22	3,729	860,728	reduced	-6.31

AVGO	broadcom inc	0.07	827	286,261	added	17.81

BABA	alibaba group hldg ltd	0.00	0.00	0.00	sold off	-100

BBAX	j p morgan exchange traded f	3.92	312,115	15,200,000	added	3.64