Peak Financial Management, Inc. Incresed Positions in Q3 2025

Peak Financial Management, Inc.

  • $359 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
178K
+ 58.79%
$22.68 - $23.2 $4.04M - $4.13M
481K $11.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.74K
+ 1.14%
$68.24 - $73.73 $460K - $497K
600K $44.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.58K
+ 2.2%
$42.67 - $46.91 $238K - $262K
259K $12.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.05K
+ 3.5%
$181.56 - $190.33 $554K - $581K
90.2K $17.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.07K
+ 1.12%
$23.82 - $25.84 $121K - $131K
458K $11.8M
NVDA
Nvidia Corp

Technology
649
+ 2.6%
$153.3 - $186.58 $99.5K - $121K
25.6K $4.78M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.25K
+ 1.82%
$108.46 - $120.63 $136K - $151K
70.1K $8.32M
JPIB
Jpmorgan International Bond Op

ETFs
12.6K
+ 4.35%
$48.32 - $49.13 $607K - $617K
301K $14.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3K
+ 0.78%
$28.15 - $30.13 $84.5K - $90.4K
388K $11.5M
RPV
Invesco Exchange Traded Fd Tr

ETFs
200
+ 0.19%
$90.97 - $99.42 $18.2K - $19.9K
103K $10.2M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
11.4K
+ 4.92%
$42.75 - $43.37 $486K - $493K
243K $10.5M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
14.7K
+ 4.55%
$22.9 - $23.58 $337K - $347K
339K $7.95M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.68K
+ 2.38%
$97.75 - $100.75 $262K - $270K
115K $11.6M
USRT
Ishares Core U.S. Reit ETF

ETFs
2.32K
+ 2.45%
$55.64 - $59.37 $129K - $138K
97K $5.7M
GOOG
Alphabet Inc.

Communication Services
230
+ 5.84%
$175.16 - $255.24 $40.3K - $58.7K
4.17K $1.02M
ITOT
Ishares Core S&P Total U.S. St

ETFs
82
+ 0.48%
$135.0 - $146.02 $11.1K - $12K
17.2K $2.5M
TJX
Tjx Companies Inc

Consumer Cyclical
725
+ 33.3%
$121.35 - $144.54 $88K - $105K
2.9K $419K
RTX
Raytheon Technologies Corp

Industrials
8
+ 0.13%
$144.19 - $167.33 $1.15K - $1.34K
6.32K $1.06M
MSFT
Microsoft Corp

Technology
55
+ 1.54%
$491.09 - $535.64 $27K - $29.5K
3.64K $1.88M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
100
+ 9.29%
$224.68 - $282.71 $22.5K - $28.3K
1.18K $328K
DSI
Ishares Msci Kld 400 Social Et

ETFs
185
+ 3.02%
$115.96 - $125.95 $21.5K - $23.3K
6.32K $795K
GLD
Spdr Gold Trust

ETFs
42
+ 3.73%
$300.96 - $355.47 $12.6K - $14.9K
1.17K $414K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
220
+ 4.81%
$126.64 - $135.65 $27.9K - $29.8K
4.8K $650K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.2K
+ 12.09%
$25.29 - $28.33 $30.2K - $33.9K
11.1K $309K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
645
+ 11.32%
$39.06 - $43.42 $25.2K - $28K
6.34K $275K
META
Meta Platforms, Inc.

Communication Services
60
+ 17.0%
$695.21 - $791.73 $41.7K - $47.5K
413 $303K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
115
+ 1.39%
$87.05 - $93.19 $10K - $10.7K
8.4K $780K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
330
+ 5.68%
$41.34 - $45.65 $13.6K - $15.1K
6.14K $276K
LLY
Eli Lilly & CO

Healthcare
30
+ 10.49%
$625.65 - $812.69 $18.8K - $24.4K
316 $241K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
432
+ 2.21%
$22.89 - $23.7 $9.89K - $10.2K
20K $470K
FVD
First Tr Value Line Divid Inde

ETFs
92
+ 1.59%
$44.73 - $46.86 $4.12K - $4.31K
5.89K $272K
Tcw ETF Trust
74.7K
+ 59.99%
N/A
199K $0
SDCI
Uscf ETF Tr Summerhaven Dynami
112K
+ 47.9%
N/A
347K $0
Ge Vernova Inc
10
+ 1.85%
N/A
552 $0
BSX
Boston Scientific Corp

Healthcare
200
+ 6.79%
$97.03 - $108.14 $19.4K - $21.6K
3.15K $307K
Activity Summary
Buys All Purchases 47 New Holdings 11 Increased Positions 36 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Peak Financial Management, Inc. Portfolio

Follow Peak Financial Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email