1y return+17.2%S&P 500 +20.9%
3y return+41.5%S&P 500 +68.5%
5y return+32.0%S&P 500 +74.5%
10y return+100.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $200 against $357 in the S&P 500.2
Peak Financial Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VXUSVanguard Star Fds | $51.3M | 11.8% | +1.2% |
| VTIVanguard Index Fds | $34.0M | 7.8% | |
| SPGMSpdr Index Shs Fds | $31.3M | 7.2% | |
| RSPInvesco Exchange Traded Fd T | $21.1M | 4.8% | +4.3% |
| JPIBJ P Morgan Exchange Traded F | $17.3M | 4.0% | +3.9% |
| VOOVanguard Index Fds | $16.9M | 3.9% | −2.4% |
| SCHMSchwab Strategic Tr | $14.5M | 3.3% | |
| SCHBSchwab Strategic Tr | $14.3M | 3.3% | +5.2% |
| VCITVanguard Scottsdale Fds | $14.1M | 3.2% | +2.8% |
| SPEMSpdr Index Shs Fds | $13.7M | 3.1% | +1.1% |
| NFLTEtfis Ser Tr I | $13.5M | 3.1% | +4.9% |
| AGGIshares Tr | $12.4M | 2.8% | |
| RPVInvesco Exchange Traded Fd T | $12.1M | 2.8% | |
| FLXRTcw Etf Trust | $11.9M | 2.7% | +8.4% |
| SHYGIshares Tr | $11.5M | 2.6% | +4.2% |
| GLTRAbrdn Precious Metals Basket | $11.4M | 2.6% | +1.5% |
| IJRIshares Tr | $10.4M | 2.4% | |
| SDCIUscf Etf Tr | $10.1M | 2.3% | |
| SCHZSchwab Strategic Tr | $9.8M | 2.2% | +7.7% |
| SCHPSchwab Strategic Tr | $9.7M | 2.2% | +4.6% |
| AAPLApple Inc | $7.5M | 1.7% | +8.2% |
| USRTIshares Tr | $7.0M | 1.6% | +2.1% |
| ACWIIshares Tr | $6.6M | 1.5% | |
| SCHXSchwab Strategic Tr | $5.0M | 1.1% | |
| SCHFSchwab Strategic Tr | $4.5M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $4.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $7.5M |
| RTXRtx Corporation | June 30, 2020 | +207.9% | $1.2M |
| DJPBarclays Bank PLC | June 30, 2020 | +148.5% | $2.0M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $16.9M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $2.5M |
| SCHXSchwab Strategic Tr | June 30, 2020 | +138.3% | $5.0M |
| CEFSprott Asset Management LP | June 30, 2020 | +138.0% | $3.0M |
| ITOTIshares Tr | June 30, 2020 | +136.6% | $2.7M |
| SCHBSchwab Strategic Tr | June 30, 2020 | +136.5% | $14.3M |
Sold off last quarter
- PLTRPalantir Technologies Inc was $257K
- PHParker-hannifin Corp was $254K
- CVXChevron Corporation was $235K
- JPMJpmorgan Chase & Co was $229K
- GDXVaneck Etf Trust was $223K
- AUSTAustin Gold Corp was $41K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.5% | +14.8% |
| March 31, 2026 | +0.2% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +6.2% | +10.5% |
| March 31, 2025 | −0.2% | −4.6% |
| December 31, 2024 | −2.7% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | +1.3% | +4.0% |
| March 31, 2024 | +4.5% | +10.0% |
| December 31, 2023 | +8.6% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +2.9% | +8.3% |
| March 31, 2023 | +5.2% | +7.0% |
| December 31, 2022 | +6.3% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −13.2% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | +4.3% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Peak Financial Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1669662&type=13F-HR&dateb=&owner=include&count=40CIK 1669662
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1669662/000166966226000003/Filed July 20, 2026 · accession 0001669662-26-000003