Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Peak Financial Management, Inc. (CIK 1669662) reported $393.9M across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VXUS ($45.7M, 11.61%), VTI ($29.7M, 7.54%), SPGM ($27.6M, 7.00%), RSP ($18.3M, 4.63%), JPIB ($16.5M, 4.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VXUS | VANGUARD STAR FDS | $45.7M | 11.61% | 593,252 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $29.7M | 7.54% | 92,527 | Trimmed |
| 3 | SPGM | SPDR INDEX SHS FDS | $27.6M | 7.00% | 364,427 | Trimmed |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $18.3M | 4.63% | 95,100 | Added |
| 5 | JPIB | J P MORGAN EXCHANGE TRADED F | $16.5M | 4.18% | 344,083 | Added |
| 6 | VOO | VANGUARD INDEX FDS | $15.1M | 3.83% | 25,270 | Trimmed |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $13.7M | 3.48% | 165,708 | Added |
| 8 | GLTR | ABRDN PRECIOUS METALS BASKET | $13.5M | 3.43% | 61,857 | Trimmed |
| 9 | NFLT | ETFIS SER TR I | $12.8M | 3.25% | 562,332 | Added |
| 10 | AGG | ISHARES TR | $12.4M | 3.14% | 124,444 | Added |
| 11 | SPEM | SPDR INDEX SHS FDS | $12.3M | 3.11% | 261,256 | Added |
| 12 | SCHM | SCHWAB STRATEGIC TR | $12.1M | 3.08% | 392,134 | Trimmed |
| 13 | SCHB | SCHWAB STRATEGIC TR | $11.8M | 2.99% | 468,548 | Added |
| 14 | RPV | INVESCO EXCHANGE TRADED FD T | $11.3M | 2.88% | 105,457 | Added |
| 15 | SHYG | ISHARES TR | $11.0M | 2.80% | 260,488 | Added |
| 16 | FLXR | TCW ETF TRUST | $11.0M | 2.79% | 279,656 | Added |
| 17 | SDCI | USCF ETF TR | $10.3M | 2.61% | 377,422 | Added |
| 18 | SCHP | SCHWAB STRATEGIC TR | $9.4M | 2.37% | 351,526 | Added |
| 19 | SCHZ | SCHWAB STRATEGIC TR | $9.1M | 2.32% | 393,380 | Added |
| 20 | IJR | ISHARES TR | $8.7M | 2.20% | 69,833 | Trimmed |
| 21 | USRT | ISHARES TR | $6.1M | 1.54% | 102,569 | Added |
| 22 | AAPL | APPLE INC | $6.1M | 1.54% | 23,913 | Added |
| 23 | ACWI | ISHARES TR | $5.9M | 1.49% | 42,305 | Trimmed |
| 24 | SCHX | SCHWAB STRATEGIC TR | $4.3M | 1.10% | 169,078 | Trimmed |
| 25 | SCHF | SCHWAB STRATEGIC TR | $4.1M | 1.03% | 164,515 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31