Holdings
Peak Financial Management, Inc.
As of Sep 30, 2026, Peak Financial Management, Inc. reported 113 positions worth US$423M. Largest: Vanguard Total International Stock ETF, Vanguard Morningstar Total Stock Market ETF and State Street SPDR Portfolio MSCI Global Stock Market ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard Total International Stock ETF | 605K | US$51.4M | new | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 91,398 | US$34.2M | new | Sep 30, 2026 |
| State Street SPDR Portfolio MSCI Global Stock Market ETF | 367K | US$31.8M | new | Sep 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 101K | US$21.1M | new | Sep 30, 2026 |
| Vanguard S&P 500 ETF | 24,159 | US$16.9M | new | Sep 30, 2026 |
| Schwab U.S. Broad Market ETF | 516K | US$15.1M | new | Sep 30, 2026 |
| State Street SPDR Portfolio Emerging Markets ETF | 268K | US$13.9M | new | Sep 30, 2026 |
| Vanguard Intermediate-Term Corporate Bond ETF | 173K | US$13.6M | new | Sep 30, 2026 |
| Schwab U.S. Mid-Cap ETF | 396K | US$13.5M | new | Sep 30, 2026 |
| Virtus Newfleet Multi-Sector Bond ETF | 601K | US$13.3M | new | Sep 30, 2026 |