Peak Financial Management, Inc. - Portfolio overview

Peak Financial Management, Inc. has 108 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VXUS - VANGUARD STAR FDS, 11.56%
2. VTI - VANGUARD INDEX FDS, 7.50%
3. SPGM - SPDR INDEX SHS FDS, 6.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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