Peak Financial Management, Inc. Portfolio Holdings
Peak Financial Management, Inc.
- $338 Million
- Q2 2025
Peak Financial Management, Inc. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $338 Million distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $41M, Vanguard Total Stock Market Et with a value of $29.9M, Spdr Index Shs Fds S Spdr Port with a value of $25.8M, Vanguard Index Fds S&P 500 ETF with a value of $17M, and Invesco S&P 500 Equal Weight E with a value of $15.8M.
Examining the 13F form we can see an increase of $7.88M in the current position value, from $330M to 338M.
Below you can find more details about Peak Financial Management, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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