Peak Financial Management, Inc.
Annual return '25
+19.0%
SPY '25
+17.7%
Alpha
+1.3ptsvs SPY
Invested
$393.9M
Holdings
100
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VXUS
VANGUARD STAR FDS
Q1 2026: Sold 94.5% (595.3k → 32.4k shares)
11.6%
02
$VTI
VANGUARD INDEX FDS
Q1 2026: Increased +125.5% (93.1k → 209.9k shares)
7.5%
03
$SPGM
SPDR INDEX SHS FDS
Q1 2026: Exited (was 369.7k shares)
7.0%
04
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Increased +292.2% (92.1k → 361.3k shares)
4.6%
05
$JPIB
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 312.1k shares)
4.2%
06
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +941.6% (26.9k → 279.9k shares)
3.8%
07
$VCIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Sold 91.6% (153.9k → 12.9k shares)
3.5%
08
$GLTR
ABRDN PRECIOUS METALS BASKET
Q1 2026: Exited (was 72.4k shares)
3.4%
09
$NFLT
ETFIS SER TR I
Q1 2026: Exited (was 511.5k shares)
3.2%
10
$AGG
ISHARES TR
Q1 2026: Increased +112.0% (118.4k → 250.9k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:55 UTC.