Peak Financial Management, Inc. - Q22026 Holdings

Peak Financial Management, Inc. holds 114 stocks with a total portfolio value of $ 435.53M as of Q22026. In Q22026, Peak Financial Management, Inc. added 20 new positions, increased stakes in 45 stocks, reduced 29 holdings, and fully exited 6 positions. The largest holding is Vanguard Star Fds (VXUS), representing 11.78% of the total portfolio.