Peak Financial Management, Inc.
CIK 1669662
13F filing for Q2 2026・No. 4,264
- Holdings
- US$435.53M
- Quarter change
- +US$41.62M
- Entries
- 114
- Net bought (estimate)
- +US$11.64M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 6
- Cut 29
- Added 45
- Corporate actions 0
- Unchanged 20
Largest holdings
114 stocks worth US$435.53M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD STAR FDSVG TL INTL STK F | Added | 600,302 | US$51.32M | 11.78% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 91,750 | US$33.95M | 7.80% |
| SPDR INDEX SHS FDSST STR MSCI GLB | Added | 365,097 | US$31.28M | 7.18% |
| RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | Added | 99,142 | US$21.09M | 4.84% |
| J P MORGAN EXCHANGE TRADED FINTL BD OPP ETF | Added | 357,597 | US$17.29M | 3.97% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 24,661 | US$16.94M | 3.89% |
| SCHWAB STRATEGIC TRUS MID-CAP ETF | Added | 393,869 | US$14.52M | 3.33% |
| SCHWAB STRATEGIC TRUS BRD MKT ETF | Added | 492,683 | US$14.27M | 3.28% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 170,334 | US$14.08M | 3.23% |
| SPDR INDEX SHS FDSST PORT MARK ETF | Added | 264,218 | US$13.68M | 3.14% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.