SEC Form 13F

Peak Financial Management, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-21
Reported value$435,533,558
Positions114

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD STAR FDSVXUSVG TL INTL STK F$51,319,845600,302
VANGUARD INDEX FDSVTITOTAL STK MKT$33,951,51691,750
SPDR INDEX SHS FDSSPGMST STR MSCI GLB$31,277,880365,097
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$21,094,55299,142
J P MORGAN EXCHANGE TRADED FJPIBINTL BD OPP ETF$17,289,837357,597
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$16,937,89324,661
SCHWAB STRATEGIC TRSCHMUS MID-CAP ETF$14,521,969393,869
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$14,268,108492,683
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$14,078,180170,334
SPDR INDEX SHS FDSSPEMST PORT MARK ETF$13,681,219264,218

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page