Peak Financial Management
Peak Financial Management reported 116 stocks worth $441M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are VXUS (11.7%), VTI (7.8%) and SPGM (7.2%). Compared with Q2 2026, the fund opened new positions in USFR, XOM and VRTX, added to VXUS, SPGM and RSP, trimmed VTI, VOO and AAPL and sold out of XOM, STX and TPL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VXUS Vanguard Star Fds | $51.4M | 11.7% | 605K | +5,166 (+1%) | 8 of 8 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $34.2M | 7.8% | 91K | −352 (−0%) | 8 of 8 | |
| 3 |  SPGM Spdr Index Shs Fds P | $31.8M | 7.2% | 367K | +2,056 (+1%) | 8 of 8 | |
| 4 |  RSP Invesco Exchange Traded FD T | $21.1M | 4.8% | 101K | +2,249 (+2%) | 8 of 8 | |
| 5 |  JPIB J P Morgan Exchange Traded F | $17.3M | 3.9% | 371K | +13K (+4%) | 7 of 8 | |
| 6 |  VOO Vanguard S&P 500 ETF | $16.9M | 3.8% | 24K | −502 (−2%) | 8 of 8 | |
| 7 |  SCHB Schwab US Broad Market ETF | $15.1M | 3.4% | 516K | +23K (+5%) | 8 of 8 | |
| 8 |  SPEM Spdr Emerging | $13.9M | 3.1% | 268K | +3,900 (+1%) | 8 of 8 | |
| 9 |  VCIT Vanguard Scottsdale Fds | $13.6M | 3.1% | 173K | +3,081 (+2%) | 8 of 8 | |
| 10 |  SCHM Schwab Strategic TR | $13.5M | 3.0% | 396K | +2,173 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $418K | 3,059 |
 STX Seagate Technology Hldngs PL | $290K | 300 |
 TPL Texas Pacific Land C | $232K | 531 |
 EWY Ishares Inc | $232K | 1,150 |
 AVGO Broadcom Inc | $224K | 591 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Peak Financial Management 13F FAQ
What does Peak Financial Management own?
Peak Financial Management reported 116 stocks worth $441M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are VXUS (11.7%), VTI (7.8%) and SPGM (7.2%). The table above lists every position in the filing (the top 10 without an account).
What did Peak Financial Management buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 46 added to, 30 trimmed and 8 sold out. New positions include USFR, XOM and VRTX. It sold all of XOM, STX and TPL.
When will Peak Financial Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Peak Financial Management's portfolio worth?
The Q3 2026 filing reports $441M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.