Sponsored

The Analysis of Peak Financial Management, Inc.'s Holdings & P&L

Currently, Peak Financial Management, Inc. holds 100 types of securities in its portfolio with a total value $393.9M. In the most recent quarter, they have increased their positions in FLXR (+48.7K shares, valued at $1.9M), JPIB (+32.0K shares, valued at $1.5M), AAPL (+5.4K shares, valued at $1.4M); decreased their positions in GLTR (-10.5K shares, valued at $2.3M), N/A (-1.6K shares, valued at $959.1K), MSFT (-1.4K shares, valued at $529.1K); initiated new positions in PLTR (+1.8K shares, valued at $257.3K), TPL (+531 shares, valued at $252.0K), CVX (+1.1K shares, valued at $234.8K).

1M P&L

+9.9M+2.78%

3M P&L

+12.3M+3.48%

HY P&L

+28.1M+8.34%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A336.3M

94.3%

2Consumer Electronics6.1M

1.7%

3Semiconductors4.7M

1.3%

Top Industries by Stock Count

1N/A62 stocks

68.9%

2Semiconductors4 stocks

4.4%

3Drug Manufacturers - General2 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VXUS VANGUARD STAR FDS593.3K shares-0.34%2026-03-312026-04-28

VTI VANGUARD INDEX FDS92.5K shares-0.61%2026-03-312026-04-28

SPGM SPDR INDEX SHS FDS364.4K shares-1.43%2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T95.1K shares3.26%2026-03-312026-04-28

JPIB J P MORGAN EXCHANGE TRADED F344.1K shares10.24%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS25.3K shares-5.97%2026-03-312026-04-28

VCIT VANGUARD SCOTTSDALE FDS165.7K shares7.65%2026-03-312026-04-28

GLTR ABRDN PRECIOUS METALS BASKET61.9K shares-14.55%2026-03-312026-04-28

Sponsored

NFLT ETFIS SER TR I562.3K shares9.93%2026-03-312026-04-28

AGG ISHARES TR124.4K shares5.11%2026-03-312026-04-28

SPEM SPDR INDEX SHS FDS261.3K shares0.48%2026-03-312026-04-28

SCHM SCHWAB STRATEGIC TR392.1K shares-0.03%2026-03-312026-04-28

SCHB SCHWAB STRATEGIC TR468.5K shares0.25%2026-03-312026-04-28

RPV INVESCO EXCHANGE TRADED FD T105.5K shares2.28%2026-03-312026-04-28

SHYG ISHARES TR260.5K shares4.96%2026-03-312026-04-28

FLXR TCW ETF TRUST279.7K shares21.11%2026-03-312026-04-28

Sponsored

SDCI USCF ETF TR377.4K shares3.18%2026-03-312026-04-28

SCHP SCHWAB STRATEGIC TR351.5K shares5.94%2026-03-312026-04-28

SCHZ SCHWAB STRATEGIC TR393.4K shares11.32%2026-03-312026-04-28

IJR ISHARES TR69.8K shares-0.36%2026-03-312026-04-28

USRT ISHARES TR102.6K shares3.82%2026-03-312026-04-28

AAPL APPLE INC23.9K shares28.95%2026-03-312026-04-28

ACWI ISHARES TR42.3K shares-1.77%2026-03-312026-04-28

SCHX SCHWAB STRATEGIC TR169.1K shares-2.72%2026-03-312026-04-28

Sponsored

SCHF SCHWAB STRATEGIC TR164.5K shares-1.18%2026-03-312026-04-28

NVDA NVIDIA CORPORATION22.5K shares1.91%2026-03-312026-04-28

CEF SPROTT ASSET MANAGEMENT LP75.0K shares-2.20%2026-03-312026-04-28

IEFA ISHARES TR32.6K shares0.00%2026-03-312026-04-28

TIP ISHARES TR21.0K shares-1.93%2026-03-312026-04-28

STIP ISHARES TR22.2K shares2.96%2026-03-312026-04-28

ITOT ISHARES TR16.1K shares-5.29%2026-03-312026-04-28

IVV ISHARES TR3.4K shares-2.64%2026-03-312026-04-28

Sponsored

DJP BARCLAYS BANK PLC45.8K shares-0.02%2026-03-312026-04-28

FMAT FIDELITY COVINGTON TRUST34.2K shares-2.52%2026-03-312026-04-28

RSPH INVESCO EXCHANGE TRADED FD T56.6K shares-2.61%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS23.1K shares3.46%2026-03-312026-04-28

TOTL SSGA ACTIVE ETF TR33.0K shares-1.49%2026-03-312026-04-28

RTX RTX CORPORATION6.3K shares-0.14%2026-03-312026-04-28

MSFT MICROSOFT CORP3.0K shares-32.20%2026-03-312026-04-28

VTV VANGUARD INDEX FDS5.3K shares-2.28%2026-03-312026-04-28

Sponsored

VWO VANGUARD INTL EQUITY INDEX F18.2K shares0.12%2026-03-312026-04-28

RSPM INVESCO EXCHANGE TRADED FD T24.7K shares-1.86%2026-03-312026-04-28

ALPHABET INC ALPHABET INC3.1K shares-6.53%2026-03-312026-04-28

ESGD ISHARES TR8.3K shares-0.60%2026-03-312026-04-28

PHYS SPROTT ASSET MANAGEMENT LP22.0K shares0.00%2026-03-312026-04-28

DSI ISHARES TR6.2K shares-2.06%2026-03-312026-04-28

ALPHABET INC ALPHABET INC2.5K shares1.00%2026-03-312026-04-28

AMZN AMAZON COM INC3.4K shares-8.13%2026-03-312026-04-28

Sponsored

SCHC SCHWAB STRATEGIC TR15.1K shares0.00%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION665 shares3.58%2026-03-312026-04-28

SUSA ISHARES TR4.7K shares-0.53%2026-03-312026-04-28

LMAT LEMAITRE VASCULAR INC5.4K shares0.00%2026-03-312026-04-28

META META PLATFORMS INC981 shares101.85%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC10.9K shares10.86%2026-03-312026-04-28

ESGU ISHARES TR3.7K shares-0.81%2026-03-312026-04-28

SUSC ISHARES TR21.5K shares9.03%2026-03-312026-04-28

Sponsored

GE AEROSPACE GE AEROSPACE1.8K shares6.75%2026-03-312026-04-28

XOM EXXON MOBIL CORP2.9K shares3.80%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR855 shares-1.16%2026-03-312026-04-28

GEV GE VERNOVA INC547 shares-8.38%2026-03-312026-04-28

XLV SELECT SECTOR SPDR TR2.8K shares-9.10%2026-03-312026-04-28

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares-9.80%2026-03-312026-04-28

EPI WISDOMTREE TR8.8K shares0.00%2026-03-312026-04-28

SPDR SERIES TRUST SPDR SERIES TRUST3.7K shares-11.70%2026-03-312026-04-28

Sponsored

LQD ISHARES TR3.1K shares-3.96%2026-03-312026-04-28

SCHA SCHWAB STRATEGIC TR11.5K shares-2.17%2026-03-312026-04-28

TJX TJX COS INC NEW2.0K shares-32.82%2026-03-312026-04-28

PG PROCTER & GAMBLE CO2.1K shares-2.92%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL635 shares-9.29%2026-03-312026-04-28

ESGE ISHARES INC6.5K shares0.00%2026-03-312026-04-28

VNQ VANGUARD INDEX FDS3.2K shares-13.22%2026-03-312026-04-28

ESML ISHARES TR5.9K shares0.00%2026-03-312026-04-28

Sponsored

DE DEERE & CO494 shares0.00%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON1.1K shares-3.73%2026-03-312026-04-28

IWS ISHARES TR1.9K shares0.00%2026-03-312026-04-28

GLD SPDR GOLD TR631 shares-43.05%2026-03-312026-04-28

EFAV ISHARES TR2.9K shares0.00%2026-03-312026-04-28

ISHARES GOLD TR ISHARES GOLD TR3.0K shares-6.89%2026-03-312026-04-28

FVD FIRST TR EXCHANGE-TRADED FD5.6K shares-4.45%2026-03-312026-04-28

PLTR PALANTIR TECHNOLOGIES INC1.8K sharesnew addition2026-03-312026-04-28

Sponsored

XLI SELECT SECTOR SPDR TR1.6K shares-10.70%2026-03-312026-04-28

IYW ISHARES TR1.4K shares0.00%2026-03-312026-04-28

PH PARKER-HANNIFIN CORP284 shares-8.09%2026-03-312026-04-28

TPL TEXAS PACIFIC LAND CORPORATI531 sharesnew addition2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T382 shares-6.60%2026-03-312026-04-28

SCHD SCHWAB STRATEGIC TR7.8K shares0.00%2026-03-312026-04-28

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-04-28

JPM JPMORGAN CHASE & CO778 shares4.85%2026-03-312026-04-28

Sponsored

BROADCOM INC BROADCOM INC736 shares-11.00%2026-03-312026-04-28

CORP PIMCO ETF TR2.3K shares-16.94%2026-03-312026-04-28

GDX VANECK ETF TRUST2.4K shares-15.72%2026-03-312026-04-28

CTVA CORTEVA INC2.7K sharesnew addition2026-03-312026-04-28

CALI BLACKROCK ETF TRUST II4.4K shares0.00%2026-03-312026-04-28

ED CONSOLIDATED EDISON INC1.9K sharesnew addition2026-03-312026-04-28

AMD ADVANCED MICRO DEVICES INC1.0K shares-40.07%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS851 shares0.00%2026-03-312026-04-28

Sponsored

MU MICRON TECHNOLOGY INC600 shares-69.28%2026-03-312026-04-28

ABBV ABBVIE INC931 shares-3.42%2026-03-312026-04-28

VTWG VANGUARD SCOTTSDALE FDS884 shares0.00%2026-03-312026-04-28

AUST AUSTIN GOLD CORP28.0K shares40.00%2026-03-312026-04-28

VXUS

VANGUARD STAR FDS

-0.34%

Shares593.3K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

-0.61%

Shares92.5K

Event2026-03-31

Filed2026-04-28

SPGM

SPDR INDEX SHS FDS

-1.43%

Shares364.4K

Event2026-03-31

Filed2026-04-28

INVESCO EXCHANGE TRADED FD T

3.26%

Shares95.1K

Event2026-03-31

Filed2026-04-28

JPIB

J P MORGAN EXCHANGE TRADED F

10.24%

Shares344.1K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

-5.97%

Shares25.3K

Event2026-03-31

Filed2026-04-28

VCIT

VANGUARD SCOTTSDALE FDS

7.65%

Shares165.7K

Event2026-03-31

Filed2026-04-28

GLTR

ABRDN PRECIOUS METALS BASKET

-14.55%

Shares61.9K

Event2026-03-31

Filed2026-04-28

NFLT

ETFIS SER TR I

9.93%

Shares562.3K

Event2026-03-31

Filed2026-04-28

AGG

ISHARES TR

5.11%

Shares124.4K

Event2026-03-31

Filed2026-04-28

SPEM

SPDR INDEX SHS FDS

0.48%

Shares261.3K

Event2026-03-31

Filed2026-04-28

SCHM

SCHWAB STRATEGIC TR

-0.03%

Shares392.1K

Event2026-03-31

Filed2026-04-28

SCHB

SCHWAB STRATEGIC TR

0.25%

Shares468.5K

Event2026-03-31

Filed2026-04-28

RPV

INVESCO EXCHANGE TRADED FD T

2.28%

Shares105.5K

Event2026-03-31

Filed2026-04-28

SHYG

ISHARES TR

4.96%

Shares260.5K

Event2026-03-31

Filed2026-04-28

FLXR

TCW ETF TRUST

21.11%

Shares279.7K

Event2026-03-31

Filed2026-04-28

SDCI

USCF ETF TR

3.18%

Shares377.4K

Event2026-03-31

Filed2026-04-28

SCHP

SCHWAB STRATEGIC TR

5.94%

Shares351.5K

Event2026-03-31

Filed2026-04-28

SCHZ

SCHWAB STRATEGIC TR

11.32%

Shares393.4K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES TR

-0.36%

Shares69.8K

Event2026-03-31

Filed2026-04-28

USRT

ISHARES TR

3.82%

Shares102.6K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

28.95%

Shares23.9K

Event2026-03-31

Filed2026-04-28

ACWI

ISHARES TR

-1.77%

Shares42.3K

Event2026-03-31

Filed2026-04-28

SCHX

SCHWAB STRATEGIC TR

-2.72%

Shares169.1K

Event2026-03-31

Filed2026-04-28

SCHF

SCHWAB STRATEGIC TR

-1.18%

Shares164.5K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

1.91%

Shares22.5K

Event2026-03-31

Filed2026-04-28

CEF

SPROTT ASSET MANAGEMENT LP

-2.20%

Shares75.0K

Event2026-03-31

Filed2026-04-28

IEFA

ISHARES TR

0.00%

Shares32.6K

Event2026-03-31

Filed2026-04-28

TIP

ISHARES TR

-1.93%

Shares21.0K

Event2026-03-31

Filed2026-04-28

STIP

ISHARES TR

2.96%

Shares22.2K

Event2026-03-31

Filed2026-04-28

ITOT

ISHARES TR

-5.29%

Shares16.1K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

-2.64%

Shares3.4K

Event2026-03-31

Filed2026-04-28

DJP

BARCLAYS BANK PLC

-0.02%

Shares45.8K

Event2026-03-31

Filed2026-04-28

FMAT

FIDELITY COVINGTON TRUST

-2.52%

Shares34.2K

Event2026-03-31

Filed2026-04-28

RSPH

INVESCO EXCHANGE TRADED FD T

-2.61%

Shares56.6K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

3.46%

Shares23.1K

Event2026-03-31

Filed2026-04-28

TOTL

SSGA ACTIVE ETF TR

-1.49%

Shares33.0K

Event2026-03-31

Filed2026-04-28

RTX

RTX CORPORATION

-0.14%

Shares6.3K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

-32.20%

Shares3.0K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

-2.28%

Shares5.3K

Event2026-03-31

Filed2026-04-28

VWO

VANGUARD INTL EQUITY INDEX F

0.12%

Shares18.2K

Event2026-03-31

Filed2026-04-28

RSPM

INVESCO EXCHANGE TRADED FD T

-1.86%

Shares24.7K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-6.53%

Shares3.1K

Event2026-03-31

Filed2026-04-28

ESGD

ISHARES TR

-0.60%

Shares8.3K

Event2026-03-31

Filed2026-04-28

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares22.0K

Event2026-03-31

Filed2026-04-28

DSI

ISHARES TR

-2.06%

Shares6.2K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

1.00%

Shares2.5K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

-8.13%

Shares3.4K

Event2026-03-31

Filed2026-04-28

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares15.1K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION

3.58%

Shares665

Event2026-03-31

Filed2026-04-28

SUSA

ISHARES TR

-0.53%

Shares4.7K

Event2026-03-31

Filed2026-04-28

LMAT

LEMAITRE VASCULAR INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-28