Peak Financial Management, Inc. - Q32026 Holdings

Peak Financial Management, Inc. holds 116 stocks with a total portfolio value of $ 441.19M as of Q32026. In Q32026, Peak Financial Management, Inc. added 10 new positions, increased stakes in 47 stocks, reduced 32 holdings, and fully exited 8 positions. The largest holding is Vanguard Star Fds (VXUS), representing 11.66% of the total portfolio.