• 13F History

Peak Financial Management, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$334M
Signature - Title
Shaun Thompson - Chief Compliance Officer
Location
Wellesley, MA
Summary
This page shows a list of all the recent 13F filings made by Peak Financial Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Peak Financial Management, Inc. reported 96 stock holdings with total value $334M as of Q4 2024. Top holdings included VXUS, VTI, SPGM, VOO, and RSP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 96 $334M +$34.4M -$5.03M +$29.4M VXUS, VTI, SPGM, VOO, RSP 13F-HR 1/21/2025, 05:34 PM
Q3 2024 98 $341M +$18M -$16.4M +$1.54M VXUS, VTI, SPGM, VOO, RSP 13F-HR 10/15/2024, 05:28 PM
Q2 2024 94 $319M +$9.59M -$6.12M +$3.47M VXUS, VTI, SPGM, VOO, SCHP 13F-HR 7/22/2024, 05:50 PM
Q1 2024 96 $315M +$8.59M -$4.23M +$4.36M VXUS, VTI, SPGM, VOO, SCHP 13F-HR 4/22/2024, 07:47 PM
Q4 2023 85 $298M +$13.2M -$14.1M -$895K VXUS, VTI, SPGM, VOO, SCHP 13F-HR 1/18/2024, 09:54 AM
Q3 2023 72 $275M +$56.7M -$37.2M +$19.5M VXUS, VTI, SPGM, VOO, SCHP 13F-HR 10/24/2023, 09:31 PM
Q2 2023 78 $281M +$10.8M -$6.06M +$4.75M VTI, SPGM, SCHF, VOO, SCHP 13F-HR 7/26/2023, 08:42 PM
Q1 2023 69 $269M +$3.75M -$1.6M +$2.15M VTI, SPGM, SCHF, VOO, AGG 13F-HR 4/24/2023, 09:37 PM
Q4 2022 71 $254M +$12.3M -$4.53M +$7.8M VTI, SPGM, SCHF, VOO, SCHP 13F-HR 1/27/2023, 05:03 PM
Q3 2022 66 $240M +$11.5M -$56.4M -$44.9M VTI, SPGM, VOO, SCHF, SCHP 13F-HR 10/28/2022, 06:31 AM
Q2 2022 65 $246M +$5.25M -$2.07M +$3.18M VTI, SPGM, VOO, SCHF, SCHP 13F-HR 7/28/2022, 06:13 PM
Q1 2022 75 $298M +$21.4M -$10.3M +$11.1M VTI, SPGM, VOO, SCHF, SCHP 13F-HR 4/19/2022, 08:37 PM
Q4 2021 77 $303M +$6.56M -$4.98M +$1.58M VTI, SPGM, VOO, SCHF, SCHP 13F-HR 1/26/2022, 08:24 PM
Q3 2021 71 $295M +$5.65M -$1.96M +$3.69M VTI, SPGM, VOO, SCHF, SCHP 13F-HR 10/19/2021, 01:27 PM
Q2 2021 71 $294M +$5.66M -$3.07M +$2.59M VTI, SPGM, VOO, SCHF, SCHP 13F-HR 8/3/2021, 08:51 PM
Q1 2021 73 $276M +$6.99M -$5.11M +$1.88M VTI, SPGM, SCHF, VOO, SCHP 13F-HR 4/29/2021, 11:16 AM
Q4 2020 66 $266M +$11.7M -$1.02M +$10.7M VTI, SPGM, VOO, SCHF, AGG 13F-HR 1/25/2021, 08:25 PM
Q3 2020 59 $232M +$10.7M -$1.18M +$9.53M VTI, SPGM, VOO, SCHF, AGG 13F-HR 10/19/2020, 05:08 PM
Q2 2020 54 $213M +$3.24M -$14.2M -$11M VTI, SPGM, VOO, SCHF, EFAV 13F-HR 8/5/2020, 08:05 PM
Q1 2020 52 $196M +$14.1M -$12.3M +$1.86M VTI, SCHF, SPGM, VOO, EFAV 13F-HR 4/29/2020, 09:54 AM
Q4 2019 56 $228M +$7.67M -$3.48M +$4.19M VTI, RSPH, VOO, SPGM, EFAV 13F-HR 1/31/2020, 04:06 PM
Q3 2019 56 $219M +$9.71M -$669K +$9.04M VTI, VOO, SPGM, RSPH, EFAV 13F-HR 10/28/2019, 06:04 PM
Q2 2019 56 $217M +$2.54M -$2.26M +$286K VTI, RSPH, VOO, SPGM, EFAV 13F-HR 8/1/2019, 01:53 PM
Q1 2019 57 $212M +$10.5M -$14.3M -$3.84M VTI, RSPH, VOO, SPGM, EFAV 13F-HR 5/1/2019, 03:08 PM
Q4 2018 54 $203M +$24M -$9.42M +$14.6M VTI, RSPH, VOO, EFAV, SCHF 13F-HR 1/30/2019, 04:30 PM
Q3 2018 51 $222M +$12M -$11.4M +$586K VTI, RSPH, SCHF, VOO, EFAV 13F-HR 11/6/2018, 03:44 PM
Q2 2018 50 $216M +$30.3M -$2.63M +$27.6M VTI, SCHF, VOO, RSPH, EFAV 13F-HR 7/18/2018, 08:52 PM
Q1 2018 47 $210M +$11.2M -$57M -$45.7M VTI, EFAV, SCHF, VOO, RYHXXXX 13F-HR 5/8/2018, 10:40 AM
Q4 2017 49 $264M +$11.8M -$12.9M -$1.09M VTI, VOO, SCHF, EFAV, RYHXXXX 13F-HR 2/8/2018, 10:24 AM
Q3 2017 46 $259M +$20.9M -$23.6M -$2.65M VTI, VOO, EFAV, SCHF, RYHXXXX 13F-HR 10/30/2017, 09:28 AM
Q2 2017 47 $255M +$4.8M -$3.95M +$850K VTI, VOO, EFAV, RYHXXXX, SCHF 13F-HR 8/14/2017, 04:26 PM
Q1 2017 45 $248M +$31.3M -$18M +$13.3M VTI, VOO, EFAV, RYHXXXX, SCHF 13F-HR 5/15/2017, 10:52 AM
Q4 2016 39 $230M +$24.5M -$8.76M +$15.7M VTI, VOO, DBEF, EFAV, RYHXXXX 13F-HR 2/14/2017, 04:51 PM
Q3 2016 30 $225M +$12.7M -$5.7M +$6.99M VTI, EFAV, VOO, RYHXXXX, DBEF 13F-HR 12/15/2016, 05:52 PM
Q2 2016 32 $224M +$31.3M -$21.3M +$10M VTI, VOO, RYHXXXX, DBEF, AGG 13F-HR 8/15/2016, 03:16 PM
Q4 2015 30 $219M VTI, VGT, VOO, DBEF, RYHXXXX Restatement 8/15/2016, 03:15 PM