Peak Financial Management, Inc. ETF holdings
Wellesley, MA
Reported $401.8M in 71 ETFs in its Form 13F for June 30, 2026.
ETF value
$401.8M
ETFs held
71
Change from prior quarter
+9.6%
With price moves
ETFs as a share of its 13F
92.3%
of $435.5M
Top 10 of 71 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VXUS | Vanguard Total International Stock ETF | $51.3M | 600,302 | +7,050 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $34.0M | 91,750 | −777 shares |
| SPGM | State Street SPDR Portfolio MSCI Global Stock Market ETF | $31.3M | 365,097 | +670 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $21.1M | 99,142 | +4,042 shares |
| JPIB | JPMorgan International Bond Opportunities ETF | $17.3M | 357,597 | +13,514 shares |
| VOO | Vanguard S&P 500 ETF | $16.9M | 24,661 | −609 shares |
| SCHM | Schwab U.S. Mid-Cap ETF | $14.5M | 393,869 | +1,735 shares |
| SCHB | Schwab U.S. Broad Market ETF | $14.3M | 492,683 | +24,135 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $14.1M | 170,334 | +4,626 shares |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $13.7M | 264,218 | +2,962 shares |
61 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001669662. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Peak Financial Management, Inc. own?
Peak Financial Management, Inc. reported 71 ETF positions worth $401.8M in its Form 13F for June 30, 2026. The largest was VXUS, at $51.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.