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.
Filing history
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