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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
Page 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VNQ VANGUARD INDEX FDS 3,258.0 $314K 0.07% $96.43 +2.5%
82 IWS ISHARES TR 1,900.0 $313K 0.07% $164.60 +4.6%
83 TJX TJX COS INC NEW Consumer Cyclical 2,006.0 $304K 0.07% $151.50 -9.1%
84 MRVL MARVELL TECHNOLOGY INC Technology 1,003.0 $299K 0.07% NEW $298.15 -18.4%
85 XLI SELECT SECTOR SPDR TR 1,585.0 $294K 0.07% $185.23 -2.7%
86 EFAV ISHARES TR 3,337.0 $293K 0.07% +407.0 +13.9% $87.73 +7.6%
87 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 300.0 $290K 0.07% NEW $965.00 -12.8%
88 JNJ JOHNSON & JOHNSON Healthcare 1,136.0 $289K 0.07% $254.07 +6.4%
89 GS GOLDMAN SACHS GROUP INC Financial Services 272.0 $276K 0.06% NEW $1014.34 +2.6%
90 IBM INTERNATIONAL BUSINESS MACHS Technology 977.0 $275K 0.06% +126.0 +14.8% $281.21 -18.3%
91 SPY STATE STR SPDR S&P 500 ETF T Financial Services 365.0 $273K 0.06% -17.0 -4.5% $748.33 +2.3%
92 FVD FIRST TR EXCHANGE-TRADED FD 5,630.0 $271K 0.06% $48.18 +5.9%
93 VTWG VANGUARD SCOTTSDALE FDS 884.0 $254K 0.06% $287.73 -2.3%
94 KLAC KLA CORP Technology 832.0 $251K 0.06% NEW $301.96 -39.4%
95 CSCO CISCO SYS INC Technology 2,106.0 $247K 0.06% NEW $117.51 -4.9%
96 SCHD SCHWAB STRATEGIC TR 7,802.0 $247K 0.06% $31.71 +10.7%
97 ABBV ABBVIE INC Healthcare 981.0 $247K 0.06% +50.0 +5.4% $251.71 +3.9%
98 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 875.0 $238K 0.06% NEW $271.95 -17.5%
99 TPL TEXAS PACIFIC LAND CORPORATI Energy 531.0 $232K 0.05% $437.64 -14.9%
100 EWY ISHARES INC 1,150.0 $232K 0.05% NEW $201.90 -10.9%
Page 5 of 6  ·  114 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 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%