DOSSIER · 13F-HR · Q1 2026

Peak Financial Management, Inc.

Peak Financial's pension fund based in Omaha, NE — $394M in tracked AUM across 100 positions as of Q1 2026.

PF

Peak Financial·Omaha, NE·Pension Fund

CIK 0001669662 · last filed Mar 31, 2026

Total AUM

$394M

▼ 17.1%

vs prior

Holdings

100

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

Top sector

Tech

8% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Peak Financial Management, Inc.

1. Portfolio Overview

Peak Financial Management, Inc. has reported a substantial expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 139.0%, increasing from $162.24M to $387.75M. This dramatic growth is attributed not merely to market appreciation but to significant capital inflows or a strategic reallocation, evidenced by the rest...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

VANGUARD STAR FDS

$46M593K11.6%

02

VANGUARD INDEX FDS

$30M93K7.5%

03

SPDR INDEX SHS FDS

$28M364K7.0%

04

INVESCO EXCHANGE TRADED FD T

$18M95K4.6%

05

J P MORGAN EXCHANGE TRADED F

$16M344K4.2%

06

VANGUARD INDEX FDS

$15M25K3.8%

07

VANGUARD SCOTTSDALE FDS

$14M166K3.5%

08

ABRDN PRECIOUS METALS BASKET

$14M62K3.4%

09

ETFIS SER TR I

$13M562K3.2%

10

ISHARES TR

$12M124K3.1%

Filing history

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