Peak Financial Management, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 116 distinct positions held by the firm, managed from its office in Wellesley, Massachusetts.
The portfolio is heavily weighted toward large-cap exchange-traded funds and index funds, including the Vanguard Total Stock Market ETF, the Vanguard S&P 500 ETF, and the Schwab Strategic Trust U.S. Aggregate Bond ETF. The firm also holds significant positions in the Invesco Exchange Traded Fund Trust S&P 500 Equal Weight ETF and the SPDR Gold Shares.
Among individual equities, the largest holding is NVIDIA Corporation, with 19,388 shares. Other notable individual stock positions include Apple Inc. (25,632 shares), Microsoft Corporation (3,194 shares), Taiwan Semiconductor Manufacturing Company (1,185 shares), and Eli Lilly & Co. (350 shares).
- Key Holdings: The portfolio includes a mix of technology, healthcare, and energy companies, as well as various sector-specific ETFs.
- Management: Shaun Thompson serves as the Chief Compliance Officer for the firm.
- Reporting Date: The report was filed on October 16, 2026.
