Latest Peak Financial Management, Inc. Stock Portfolio
Peak Financial Management, Inc. Performance:
2026 Q1: 0.25%YTD: 0.25%2025: 15.01%
Performance for 2026 Q1 is 0.25%, and YTD is 0.25%, and 2025 is 15.01%.
About Peak Financial Management, Inc. and 13F Hedge Fund Stock Holdings
On 2026-04-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Peak Financial Management, Inc. reported an equity portfolio of $393.9 Millions as of 31 Mar, 2026.
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 7.5% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off ELI LILLY & CO (LLY), HUBSPOT INC (HUBS) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in MICRON TECHNOLOGY INC (MU), SPDR GOLD TR (GLD) and ADVANCED MICRO DEVICES INC (AMD). Peak Financial Management, Inc. opened new stock positions in PALANTIR TECHNOLOGIES INC (PLTR), TEXAS PACIFIC LAND CORPORATI (TPL) and CHEVRON CORPORATION (CVX). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), AUSTIN GOLD CORP (AUST) and APPLE INC (AAPL).
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 7.5% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off ELI LILLY & CO (LLY), HUBSPOT INC (HUBS) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in MICRON TECHNOLOGY INC (MU), SPDR GOLD TR (GLD) and ADVANCED MICRO DEVICES INC (AMD). Peak Financial Management, Inc. opened new stock positions in PALANTIR TECHNOLOGIES INC (PLTR), TEXAS PACIFIC LAND CORPORATI (TPL) and CHEVRON CORPORATION (CVX). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), AUSTIN GOLD CORP (AUST) and APPLE INC (AAPL).
Peak Financial Management, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Peak Financial Management, Inc. made a return of 0.25% in the last quarter. In trailing 12 months, it's portfolio return was 15.43%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| palantir technologies inc | 257,307 |
| texas pacific land corporati | 251,991 |
| chevron corporation | 234,793 |
| corteva inc | 221,999 |
| consolidated edison inc | 211,069 |
New stocks bought by Peak Financial Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| meta platforms inc | 101 |
| austin gold corp | 40.00 |
| apple inc | 28.95 |
| tcw etf trust | 21.11 |
| schwab strategic tr | 11.32 |
| verizon communications inc | 10.86 |
| j p morgan exchange traded f | 10.24 |
| etfis ser tr i | 9.93 |
Additions to existing portfolio by Peak Financial Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| micron technology inc | -69.28 |
| spdr gold tr | -43.05 |
| advanced micro devices inc | -40.07 |
| tjx cos inc new | -32.82 |
| microsoft corp | -32.2 |
| pimco etf tr | -16.94 |
| vaneck etf trust | -15.72 |
| abrdn precious metals basket | -14.55 |
Peak Financial Management, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| select sector spdr tr | -210,400 |
| hubspot inc | -232,754 |
| eli lilly & co | -312,732 |
Peak Financial Management, Inc. got rid off the above stocks
Sector Distribution
Peak Financial Management, Inc. has about 93.9% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 93.9 |
| Technology | 3.1 |
Market Cap. Distribution
Peak Financial Management, Inc. has about 5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 93.9 |
| MEGA-CAP | 5 |
Stocks belong to which Index?
About 5.3% of the stocks held by Peak Financial Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 93.9 |
| S&P 500 | 5.3 |
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 100 stocks in it's portfolio. About 52.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. BUY was the most profitable stock for Peak Financial Management, Inc. last quarter.
Last Reported on: 28 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.54 | 23,913 | 6,069,100 | added | 28.95 | ||
| AAXJ | ishares tr | 1.54 | 102,569 | 6,071,090 | added | 3.82 | ||
| AAXJ | ishares tr | 1.49 | 42,305 | 5,853,870 | reduced | -1.77 | ||
| AAXJ | ishares tr | 0.19 | 6,185 | 749,560 | reduced | -2.06 | ||
| AAXJ | ishares tr | 0.16 | 4,660 | 615,586 | reduced | -0.53 | ||
| ABBV | abbvie inc | 0.05 | 931 | 202,495 | reduced | -3.42 | ||
| ACWF | ishares tr | 2.80 | 260,488 | 11,021,300 | added | 4.96 | ||
| AFK | vaneck etf trust | 0.06 | 2,429 | 222,937 | reduced | -15.72 | ||
| AGT | ishares tr | 0.20 | 8,295 | 793,255 | reduced | -0.6 | ||
| AGT | ishares tr | 0.13 | 3,652 | 516,466 | reduced | -0.81 | ||
| AGT | ishares tr | 0.13 | 21,545 | 498,505 | added | 9.03 | ||
| AGZD | wisdomtree tr | 0.09 | 8,848 | 360,998 | unchanged | 0.00 | ||
| AMD | advanced micro devices inc | 0.05 | 1,032 | 209,940 | reduced | -40.07 | ||
| AMPS | ishares tr | 0.58 | 22,201 | 2,296,270 | added | 2.96 | ||
| AMPS | ishares tr | 0.07 | 2,930 | 267,720 | unchanged | 0.00 | ||
| AMZA | etfis ser tr i | 3.25 | 562,332 | 12,793,100 | added | 9.93 | ||
| AMZN | amazon com inc | 0.18 | 3,426 | 713,533 | reduced | -8.13 | ||
| AUST | austin gold corp | 0.01 | 28,000 | 40,600 | added | 40.00 | ||
| AVGO | broadcom inc | 0.06 | 736 | 227,840 | reduced | -11.00 | ||
| BBAX | j p morgan exchange traded f | 4.18 | 344,083 | 16,454,100 | added | 10.24 | ||