Sign In
test

Shaun Thompson

Peak Financial Management, Inc.

Assets Managed
$435.534M
Holdings
114
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
10.57%(2Q avg: 6.08%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Peak Financial Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 114 positions.

Assets under management

The assets under management (AUM) of Peak Financial Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 435.534M in assets, with a quarterly growth rate of 10.57% and a 2-quarter average growth rate of 6.08%. The portfolio is managed by Shaun Thompson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 1.19%
11.79%
$51.32M
600,302 shares@ $85.5 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.83%
7.8%
$33.952M
91,750 shares@ $370.05 avg price
SPGM
Spdr Portfolio Msci Global S
Recent Activity
Increased 0.19%
7.19%
$31.278M
365,097 shares@ $85.68 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 4.26%
4.85%
$21.095M
99,142 shares@ $212.78 avg price
JPIB
Jpmorgan Intl Bnd Etf
Recent Activity
Increased 3.93%
3.97%
$17.29M
357,597 shares@ $48.36 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -2.4%
3.89%
$16.938M
24,661 shares@ $686.83 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 0.45%
3.34%
$14.522M
393,869 shares@ $36.88 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 5.16%
3.28%
$14.268M
492,683 shares@ $28.97 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 2.8%
3.24%
$14.078M
170,334 shares@ $82.66 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 1.14%
3.15%
$13.681M
264,218 shares@ $51.79 avg price

1-10 of 114