Peak Financial Management, Inc. - Q42025 Holdings

Peak Financial Management, Inc. holds 98 stocks with a total portfolio value of $ 387.75M as of Q42025. In Q42025, Peak Financial Management, Inc. added 2 new positions, increased stakes in 35 stocks, reduced 43 holdings, and fully exited 5 positions. The largest holding is Vanguard Star Fds (VXUS), representing 11.58% of the total portfolio.