account_balance
Investment manager · 13F filer · SEC CIK 1669662
Peak Financial Management, Inc.
Reported value$441Mas of Sep 30, 2026
Positions116 9 new, 7 sold out
Top 10 weight51.9%VXUS alone is 12%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VXUSVanguard Star FDS
11.7%
VTIVanguard Index FDS
7.8%
SPGMSPDR Index SHS FDS
7.2%
RSPInvesco Exchange Traded Fd T
4.8%Added +2%
JPIBJ P Morgan Exchange Traded F
3.9%Added +4%
VOOVanguard Index FDS
3.8%Trimmed −2%
SCHBSchwab Strategic Tr
3.4%Added +5%
SPEMSPDR Index SHS FDS
3.1%
VCITVanguard Scottsdale FDS
3.1%
SCHMSchwab Strategic Tr
3.1%
NFLTEtfis Ser Tr I
3.0%
RPVInvesco Exchange Traded Fd T
2.8%
VXUSVanguard Star FDS
11.7%
VTIVanguard Index FDS
7.8%
SPGMSPDR Index SHS FDS
7.2%
RSPInvesco Exchange Traded Fd T
4.8%
JPIBJ P Morgan Exchange Traded F
3.9%+4%
VOOVanguard Index FDS
3.8%−2%
SCHBSchwab Strategic Tr
3.4%
SPEMSPDR Index SHS FDS
3.1%
VCIT3.1%
SCHM3.1%
NFLT3.0%
RPV2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VXUS Vanguard Star FDS 11.7% Held
VTI Vanguard Index FDS 7.8% Held
SPGM SPDR Index SHS FDS 7.2% Held
RSP Invesco Exchange Traded Fd T 4.8% Added +2%
JPIB J P Morgan Exchange Traded F 3.9% Added +4%
VOO Vanguard Index FDS 3.8% Trimmed −2%
SCHB Schwab Strategic Tr 3.4% Added +5%
SPEM SPDR Index SHS FDS 3.1% Held
VCIT Vanguard Scottsdale FDS 3.1% Held
SCHM Schwab Strategic Tr 3.1% Held
NFLT Etfis Ser Tr I 3.0% Held
RPV Invesco Exchange Traded Fd T 2.8% Held
What changed
Biggest moves since Jun 30, 2026
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