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Portfolio (Quarterly) Guide ↗

Peak Financial Management, Inc.

· CIK 0001669662
13F Portfolio $394M AUM 100 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 25 Added 47 Reduced 3 Exited
Page 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLV SELECT SECTOR SPDR TR 2,756.0 $404K 0.10% -276.0 -9.1% $146.62 +4.7%
62 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,151.0 $389K 0.10% -125.0 -9.8% $337.95 +29.1%
63 EPI WISDOMTREE TR 8,848.0 $361K 0.09% $40.80 +5.5%
64 JNK SPDR SERIES TRUST 3,737.0 $358K 0.09% -495.0 -11.7% $95.72 +0.6%
65 LQD ISHARES TR 3,126.0 $341K 0.09% -129.0 -4.0% $109.02 +0.5%
66 SCHA SCHWAB STRATEGIC TR 11,533.0 $335K 0.09% -256.0 -2.2% $29.08 +19.6%
67 TJX TJX COS INC NEW Consumer Cyclical 2,006.0 $320K 0.08% -980.0 -32.8% $159.70 +4.0%
68 PG PROCTER & GAMBLE CO Consumer Defensive 2,125.0 $307K 0.08% -64.0 -2.9% $144.51 +5.8%
69 BERKSHIRE HATHAWAY INC DEL 635.0 $304K 0.08% -65.0 -9.3% $479.20
70 ESGE ISHARES INC 6,497.0 $295K 0.07% $45.47 +17.1%
71 VNQ VANGUARD INDEX FDS 3,248.0 $288K 0.07% -495.0 -13.2% $88.70 +9.9%
72 ESML ISHARES TR 5,934.0 $279K 0.07% $47.02 +15.4%
73 DE DEERE & CO Industrials 494.0 $278K 0.07% $563.30 +8.1%
74 JNJ JOHNSON & JOHNSON Healthcare 1,135.0 $277K 0.07% -44.0 -3.7% $244.49 -1.6%
75 IWS ISHARES TR 1,900.0 $277K 0.07% $145.74 +11.8%
76 GLD SPDR GOLD TR Financial Services 631.0 $272K 0.07% -477.0 -43.0% $430.29 -15.1%
77 EFAV ISHARES TR 2,930.0 $268K 0.07% $91.37 -4.9%
78 IAU ISHARES GOLD TR Financial Services 3,013.0 $266K 0.07% -223.0 -6.9% $88.16 -15.1%
79 FVD FIRST TR EXCHANGE-TRADED FD 5,630.0 $265K 0.07% -262.0 -4.5% $47.03 +2.6%
80 PLTR PALANTIR TECHNOLOGIES INC Technology 1,759.0 $257K 0.07% NEW $146.28 -22.6%
Page 4 of 5  ·  100 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 48.9%
Technology 28.5%
Communication Services 6.2%
Industrials 5.1%
Healthcare 2.4%
Consumer Cyclical 2.3%
Energy 2.2%
Consumer Defensive 2.2%
Utilities 1.6%
Basic Materials 0.6%