Institutional Fund
Peak Financial Management, Inc.
Wellesley, MACIK 16696625 filings on record
Portfolio Value
$393.91M
Q1 2026
Holdings
100
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+1.6%
from $387.75M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Star Fds11.6%
- Vanguard Index Fds7.5%
- Spdr Index Shs Fds7.0%
- Invesco Exchange Traded Fd T4.6%
- J P Morgan Exchange Traded F4.2%
- Vanguard Index Fds3.8%
- Other61.2%
Portfolio Holdings
100 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Star Fds | 593.3K | $45.75M | 11.6% | −2.0K | Reduced |
| 2 | Vanguard Index Fds | 92.5K | $29.68M | 7.5% | −568 | Reduced |
| 3 | Spdr Index Shs Fds | 364.4K | $27.59M | 7.0% | −5.3K | Reduced |
| 4 | Invesco Exchange Traded Fd T | 95.1K | $18.25M | 4.6% | +3.0K | Added |
| 5 | J P Morgan Exchange Traded F | 344.1K | $16.45M | 4.2% | +32.0K | Added |
| 6 | Vanguard Index Fds | 25.3K | $15.10M | 3.8% | −1.6K | Reduced |
| 7 | Vanguard Scottsdale Fds | 165.7K | $13.71M | 3.5% | +11.8K | Added |
| 8 | Abrdn Precious Metals Basket | 61.9K | $13.53M | 3.4% | −10.5K | Reduced |
| 9 | Etfis Ser Tr I | 562.3K | $12.79M | 3.2% | +50.8K | Added |
| 10 | Ishares Tr | 124.4K | $12.35M | 3.1% | +6.0K | Added |
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