Peak Financial Management, Inc. - Q12026 Holdings

Peak Financial Management, Inc. holds 100 stocks with a total portfolio value of $ 393.91M as of Q12026. In Q12026, Peak Financial Management, Inc. added 5 new positions, increased stakes in 28 stocks, reduced 52 holdings, and fully exited 3 positions. The largest holding is Vanguard Star Fds (VXUS), representing 11.61% of the total portfolio.