Peak Financial Management, Inc.

Institutional manager (13F) · CIK 1669662

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $378M

#	Issuer	Value	Shares
1	VANGUARD STAR FDS	$46M	593,252
2	VANGUARD INDEX FDS	$30M	92,527
3	SPDR INDEX SHS FDS	$28M	364,427
4	INVESCO EXCHANGE TRADED FD T	$18M	95,100
5	J P MORGAN EXCHANGE TRADED F	$16M	344,083
6	VANGUARD INDEX FDS	$15M	25,270
7	VANGUARD SCOTTSDALE FDS	$14M	165,708
8	ABRDN PRECIOUS METALS BASKET	$14M	61,857
9	ETFIS SER TR I	$13M	562,332
10	ISHARES TR	$12M	124,444
11	SPDR INDEX SHS FDS	$12M	261,256
12	SCHWAB STRATEGIC TR	$12M	392,134
13	SCHWAB STRATEGIC TR	$12M	468,548
14	INVESCO EXCHANGE TRADED FD T	$11M	105,457
15	ISHARES TR	$11M	260,488
16	TCW ETF TRUST	$11M	279,656
17	USCF ETF TR	$10M	377,422
18	SCHWAB STRATEGIC TR	$9M	351,526
19	SCHWAB STRATEGIC TR	$9M	393,380
20	ISHARES TR	$9M	69,833
21	ISHARES TR	$6M	102,569
22	APPLE INC	$6M	23,913
23	ISHARES TR	$6M	42,305
24	SCHWAB STRATEGIC TR	$4M	169,078
25	SCHWAB STRATEGIC TR	$4M	164,515
26	NVIDIA CORPORATION	$4M	22,458
27	SPROTT ASSET MANAGEMENT LP	$4M	75,019
28	ISHARES TR	$3M	32,598
29	ISHARES TR	$2M	21,004
30	ISHARES TR	$2M	22,201
31	ISHARES TR	$2M	16,091
32	ISHARES TR	$2M	3,398
33	BARCLAYS BANK PLC	$2M	45,821
34	FIDELITY COVINGTON TRUST	$2M	34,155
35	INVESCO EXCHANGE TRADED FD T	$2M	56,571
36	VANGUARD TAX-MANAGED FDS	$1M	23,101
37	SSGA ACTIVE ETF TR	$1M	33,030
38	RTX CORPORATION	$1M	6,315
39	MICROSOFT CORP	$1M	3,009
40	VANGUARD INDEX FDS	$1M	5,262
41	VANGUARD INTL EQUITY INDEX F	$981k	18,154
42	INVESCO EXCHANGE TRADED FD T	$954k	24,680
43	ALPHABET INC	$884k	3,080
44	ISHARES TR	$793k	8,295
45	SPROTT ASSET MANAGEMENT LP	$780k	22,000
46	ISHARES TR	$750k	6,185
47	ALPHABET INC	$729k	2,536
48	AMAZON COM INC	$714k	3,426
49	SCHWAB STRATEGIC TR	$706k	15,105
50	COSTCO WHOLESALE CORPORATION	$663k	665

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.