Peak Financial Management, Inc. Reduced Holdings in Q3 2025

Peak Financial Management, Inc.

  • $359 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
-29.5K
- 8.41%
$26.44 - $27.1 $780K - $799K
321K $8.66M
TIP
Ishares Tr Tips Bd ETF

ETFs
-5.12K
- 19.35%
$109.11 - $111.88 $559K - $573K
21.3K $2.37M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-2.03K
- 8.45%
$102.4 - $103.88 $208K - $211K
22K $2.27M
COST
Costco Wholesale Corp

Consumer Defensive
-110
- 14.82%
$915.95 - $994.57 $101K - $109K
632 $584K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.54K
- 34.5%
$81.76 - $86.36 $126K - $133K
2.93K $248K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-4.02K
- 9.86%
$49.48 - $53.78 $199K - $216K
36.7K $1.93M
DJP
Barclays Bank PLC

ETFs
-3.01K
- 6.12%
N/A
46.1K $1.49M
XLV
Select Sector Spdr Fund Health

ETFs
-581
- 14.22%
$129.01 - $139.72 $75K - $81.2K
3.5K $487K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.77K
- 4.8%
$39.58 - $40.74 $70K - $72K
35.1K $1.42M
PG
Procter & Gamble CO

Consumer Defensive
-250
- 9.59%
$150.47 - $161.22 $37.6K - $40.3K
2.36K $362K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-160
- 15.37%
$546.99 - $602.2 $87.5K - $96.4K
881 $528K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.94K
- 11.17%
$42.28 - $45.71 $82.2K - $88.9K
15.5K $703K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-535
- 16.09%
$72.57 - $74.72 $38.8K - $40K
2.79K $207K
VZ
Verizon Communications Inc

Communication Services
-946
- 8.76%
$40.84 - $45.06 $38.6K - $42.6K
9.85K $432K
EPI
Wisdomtree Tr India Earnings F

ETFs
-25
- 0.28%
$43.79 - $47.63 $1.09K - $1.19K
8.85K $391K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-15.3K
- 7.76%
$24.46 - $26.5 $373K - $404K
181K $4.78M
VNQ
Vanguard Specialized Funds Van

ETFs
-373
- 9.06%
$88.47 - $93.24 $33K - $34.8K
3.74K $342K
XLI
Industrial Sector Spdr

ETFs
-200
- 10.13%
$147.94 - $154.99 $29.6K - $31K
1.78K $273K
IWS
Ishares Russell Midcap Value E

ETFs
-200
- 9.52%
$132.83 - $140.61 $26.6K - $28.1K
1.9K $265K
XLY
Select Sector Spdr Consumer Di

ETFs
-100
- 10.19%
$216.09 - $242.18 $21.6K - $24.2K
881 $211K
AMZN
Amazon Com Inc

Consumer Cyclical
-7
- 0.18%
$211.65 - $238.24 $1.48K - $1.67K
3.98K $873K
RTM
Invesco S&P 500 Equal Weight M

ETFs
-808
- 2.87%
N/A
27.4K $0
Dolly Varden Silver Corp
-1.25K
- 11.11%
N/A
10K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-8.06K
- 11.84%
N/A
60K $0
AUST
Austin Gold Corp.

Basic Materials
-300
- 1.25%
N/A
23.7K $26K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-37
- 0.97%
$107.66 - $112.36 $3.98K - $4.16K
3.77K $420K
IAU
Ishares Gold Trust

ETFs
-482
- 12.96%
$61.62 - $72.77 $29.7K - $35.1K
3.24K $235K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.66K
- 7.93%
$49.43 - $54.52 $82K - $90.4K
19.3K $1.04M
IVV
Ishares Core S&P 500 ETF

ETFs
-231
- 6.16%
$620.67 - $670.08 $143K - $155K
3.52K $2.36M
VTV
Vanguard Value ETF

ETFs
-147
- 2.57%
$175.51 - $186.57 $25.8K - $27.4K
5.57K $1.04M
IYW
Ishares Dj Us Tech ETF

ETFs
-16
- 1.12%
$171.38 - $197.01 $2.74K - $3.15K
1.42K $277K
GE
General Electric CO

Industrials
-24
- 1.48%
$244.75 - $305.63 $5.87K - $7.34K
1.6K $480K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.07K
- 0.63%
$21.69 - $23.34 $23.2K - $25K
170K $3.95M
ACWI
Ishares Msci Acwi ETF

ETFs
-1.62K
- 3.58%
$128.32 - $138.41 $208K - $224K
43.7K $6.04M
GOOGL
Alphabet Inc.

Communication Services
-165
- 4.33%
$174.36 - $254.72 $28.8K - $42K
3.65K $886K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.41K
- 4.73%
$567.77 - $614.76 $802K - $869K
28.5K $17.4M
AAPL
Apple Inc.

Technology
-1.14K
- 5.5%
$202.38 - $256.87 $230K - $292K
19.6K $4.98M
VTI
Vanguard Total Stock Market Et

ETFs
-3.14K
- 3.19%
$303.93 - $329.86 $954K - $1.04M
95.2K $31.3M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-920
- 1.23%
$138.31 - $165.45 $127K - $152K
74K $12.2M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-2.04K
- 0.55%
$68.95 - $75.02 $141K - $153K
371K $27.8M
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
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