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Shaun Thompson

Peak Financial Management, Inc.

Assets Managed
$393.915M
Holdings
100
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
1.6%(2Q avg: 2.06%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Peak Financial Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 100 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 393.915M in assets, with a quarterly growth rate of 1.6% and a 2-quarter average growth rate of 2.06%. The portfolio is managed by Shaun Thompson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -0.33%
11.62%
$45.746M
593,252 shares@ $77.12 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.61%
7.54%
$29.684M
92,527 shares@ $320.82 avg price
SPGM
Spdr Portfolio Msci Global S
Recent Activity
Decreased -1.42%
7.01%
$27.591M
364,427 shares@ $75.72 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 3.26%
4.64%
$18.252M
95,100 shares@ $191.93 avg price
JPIB
Jpmorgan Intl Bnd Etf
Recent Activity
Increased 10.25%
4.18%
$16.454M
344,083 shares@ $47.83 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -5.97%
3.84%
$15.1M
25,270 shares@ $597.56 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 7.66%
3.49%
$13.712M
165,708 shares@ $82.76 avg price
GLTR
Abrdn Physical Precious Met
Recent Activity
Decreased -14.55%
3.44%
$13.529M
61,857 shares@ $218.72 avg price
NFLT
Virtus Newfleet Multi-sector
Recent Activity
Increased 9.94%
3.25%
$12.793M
562,332 shares@ $22.76 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 5.11%
3.14%
$12.354M
124,444 shares@ $99.28 avg price

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