Peak Financial Management, Inc.
•CIK: 1669662•Filing: Q4 2025
**Peak Financial Management, Inc.** manages $388M across a diversified portfolio of 98 positions. The strategy exhibits significant international and total market exposure, highlighted by the top holding in VXUS at $44.9M. Core domestic allocations include substantial weightings in VTI ($31.2M) and SPGM ($28.4M). The remaining portfolio balances exposure across fixed income (e.g., JPIB at $15.2M) and broad equity indices.
Total AUM
$387.7M
QoQ Performance
+2.5%
Positions
59
Top 10 Concentration
53.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VXUS
VTI
SPGM
VXUS11.6%
VTI8.0%
SPGM7.3%
RSP4.6%
VOO4.3%
JPIB3.9%
GLTR3.8%
VCIT3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.9%
ETF5.0%
Technology3.7%
Industrial0.5%
Consumer0.4%
Financial0.3%
Healthcare0.2%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑35 increased
↓43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023