Peak Financial Management, Inc.: 13F holdings
CIK 16696622026Q2
| Positions | 114 |
|---|
| Reported value | $435.5m |
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| Filed | 2026-07-20 |
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Change since last quarter
| Positions | 114 (+14 vs prior quarter) |
|---|
| Reported value | $435.5m (+10.6%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VXUS VANGUARD STAR FDS | 600,302 | $51.3m | 11.8% |
| VTI VANGUARD INDEX FDS | 91,750 | $34.0m | 7.8% |
| SPGM SPDR INDEX SHS FDS | 365,097 | $31.3m | 7.2% |
| RSP INVESCO EXCHANGE TRADED FD T | 99,142 | $21.1m | 4.8% |
| JPIB J P MORGAN EXCHANGE TRADED F | 357,597 | $17.3m | 4.0% |
| VOO VANGUARD INDEX FDS | 24,661 | $16.9m | 3.9% |
| SCHM SCHWAB STRATEGIC TR | 393,869 | $14.5m | 3.3% |
| SCHB SCHWAB STRATEGIC TR | 492,683 | $14.3m | 3.3% |
| VCIT VANGUARD SCOTTSDALE FDS | 170,334 | $14.1m | 3.2% |
| SPEM SPDR INDEX SHS FDS | 264,218 | $13.7m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1669662")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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