PF

Peak Financial Management, Inc.

13F
Peak Financial Management, Inc.
Last update 2025-05-13 97 Stocks (12 new)
Value $334.00 Mil Turnover 6 %
Countries:
Top Holdings: VXUS(11.01%)VTI(8.20%)ACIM(6.96%)VOO(4.67%)RSP(4.30%)
Summary Stock Picks Current Portfolio
Peak Financial Management, Inc... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VXUS
Vanguard Total International Stock
591,964
36,761.0
+0.93%
11.010
+0.10%
0.050
+13.52%
+18.48%
92,038.5
 
VTI
Vanguard Total Stock Market ETF
99,616
27,378.6
-1.40%
8.200
-0.12%
0.010
+19.82%
+7.35%
476,615.2
 
ACIM
ACIM
372,282
23,237.8
-0.91%
6.960
-0.06%
-
+17.82%
+11.19%
0
 
VOO
Vanguard S&P 500 ETF
30,312
15,578.0
-7.50%
4.670
-0.40%
0.000
+19.59%
+7.78%
660,834.1
 
RSP
Invesco S&P 500 Equal Weight ETF
82,911
14,362.8
+9.50%
4.300
+0.37%
0.020
+13.69%
+6.04%
74,012.7
 
JPIB
JPMorgan International Bond Opportunities ETF
JPMorgan International Bond Opportunities ETF
282,609
13,534.2
New Holding
4.050
+4.05%
1.900
+2.49%
+4.80%
928.7
 
SCHP
Schwab U.S. Tips ETF
488,206
13,127.9
+3.38%
3.930
+0.13%
0.100
+1.83%
+4.64%
13,056.1
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
137,680
11,256.8
+3.77%
3.370
+0.12%
0.020
+3.07%
+4.86%
53,338.9
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
110,829
10,963.3
+1.52%
3.280
+0.05%
0.010
+1.23%
+3.24%
127,979.5
 
GLTR
abrdn Physical Precious Metals Basket Shares ETF
abrdn Physical Precious Metals Basket Shares ETF
77,617
10,049.1
+0.07%
3.010
0%
0.770
+7.25%
+29.81%
1,453.8
 

Peak Financial Management, Inc.'s Historical Top Holdings Breakdowns

Peak Financial Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPIB
JPMorgan International Bond Opportunities ETF
JPMorgan International Bond Opportunities ETF
2025-03-31
New Buy
New Buy
+4.05%
●
46.97 ($47.71) 48.26
$48.37
1.38%
New holding
282,609
282,609
PICB
Invesco International Corporate Bond ETF
Invesco International Corporate Bond ETF
2025-03-31
Sold Out
Sold Out
-2.23%
●
21.08 ($21.89) 22.48
$23.70
8.25%
Sold Out
0
-345,464
BWX
SPDR Bloomberg International Treasury Bond ETF
SPDR Bloomberg International Treasury Bond ETF
2025-03-31
Sold Out
Sold Out
-1.51%
●
20.94 ($21.61) 22.04
$22.87
5.83%
Sold Out
0
-235,931
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.40%
●
507.05 ($540.58) 563.67
$576.92
6.72%
Reduce -7.5%
30,312
-2,456
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
Add
Add
+0.37%
●
169.43 ($177.82) 182.84
$184.18
3.58%
Add 9.5%
82,911
7,195
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.28%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Reduce -9.53%
35,978
-3,792
SCHZ
Schwab US Aggregate Bond ETF
2025-03-31
Add
Add
+0.17%
●
22.46 ($22.91) 23.26
$22.98
0.31%
Add 8.87%
300,419
24,471
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
2025-03-31
Sold Out
Sold Out
-0.15%
●
49.42 ($49.98) 50.43
$50.93
1.90%
Sold Out
0
-10,170
SCHP
Schwab U.S. Tips ETF
2025-03-31
Add
Add
+0.13%
●
25.69 ($26.29) 26.89
$26.58
1.10%
Add 3.38%
488,206
15,973
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-0.12%
●
271.18 ($290.53) 303.12
$309.09
6.39%
Reduce -1.4%
99,616
-1,412

Peak Financial Management, Inc. Total Holding History ($B)

To

Peak Financial Management, Inc.'s Asset Allocation

To

Peak Financial Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Peak Financial Management, Inc.'s Hypothetical Growth since 2025-03-31

Peak Financial Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Peak Financial Management, Inc.'s Holdings Heat Map

Size field:

Peak Financial Management, Inc.'s Holdings Bubble Chart

Peak Financial Management, Inc. News

  • 1

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