Peak Financial Management, Inc. - Portfolio Stock Holdings
Peak Financial Management, Inc. disclosed 123 stock positions in a recent SEC 13F filing. $441,185,453 of stock holdings were filed, with the largest holdings including VXUS, VTI, and SPGM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $534,424,348 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
123Est. Stock Holding Value:
$441,185,453Top Stock Holdings By Sector
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Portfolio Stock Holdings - Peak Financial Management, Inc.
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