Peak Financial Management, Inc. Portfolio Holdings

Peak Financial Management, Inc.

  • $330 Million
  • Q1 2025

Peak Financial Management, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $330 Million distributed in 97 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 $36.8M, Vanguard Total Stock Market Et with a value of $27.4M, Spdr Index Shs Fds S Spdr Port with a value of $23.2M, Vanguard Index Fds S&P 500 ETF with a value of $15.6M, and Invesco S&P 500 Equal Weight E with a value of $14.4M.

Examining the 13F form we can see an decrease of $6K in the current position value, from $330M to 330M.

Below you can find more details about Peak Financial Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $330 Million
ETFs: $304 Million
Technology: $13.2 Million
Financial Services: $3.52 Million
Communication Services: $2.23 Million
Healthcare: $2.07 Million
Industrials: $1.43 Million
Consumer Cyclical: $1.33 Million
Consumer Defensive: $1.21 Million
Other: $1.02 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.86B
$450,000 0.14% of portfolio
5,365
Q1 2025 Added 10.28%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $330 Million
  • Prior Value $330 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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