Portfolio (Quarterly) Guide ↗

Peak Financial Management, Inc.

· CIK 0001669662

13F Portfolio $436M AUM 114 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 20 New 39 Added 21 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,759	$257K	0.07%	SOLD
2	PH	PARKER-HANNIFIN CORP	Industrials	284	$254K	0.07%	SOLD
3	CVX	CHEVRON CORPORATION	Energy	1,134	$235K	0.06%	SOLD
4	JPM	JPMORGAN CHASE & CO	Financial Services	778	$229K	0.06%	SOLD
5	GDX	VANECK ETF TRUST	—	2,429	$223K	0.06%	SOLD
6	AUST	AUSTIN GOLD CORP	Basic Materials	28,000	$41K	0.01%	SOLD

Sector Allocation

Financial Services 40.1%

Technology 39.8%

Industrials 5.1%

Communication Services 3.7%

Healthcare 3.0%

Consumer Cyclical 2.2%

Consumer Defensive 2.0%

Energy 1.8%

Utilities 1.7%

Basic Materials 0.5%