Peak Financial Management, Inc.
All 13F Filings
- Location
- Wellesley, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 387,746
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/23/2026 | 98 | 387,746 | 13F-HR | Peak Financial Management, Inc. |
| Q3 2025 | 10/9/2025 | 101 | 378,252 | 13F-HR | Peak Financial Management, Inc. |
| Q2 2025 | 7/23/2025 | 95 | 351,577 | 13F-HR | Peak Financial Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 281.6 K | 72.6% | 10.27 K | 0 | 10.27 K |
| ETFs | 106.1 K | 27.4% | 0 | 769 | -769 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
387,746
Holdings
98
QoQ value change ($000)
9,494
(2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.