Peak Financial Management, Inc.
Top Portfolio Positions
39 positions ·
$41,384,476 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
61,857 | $13,529,363 | 32.69% | |
| AAPL |
Apple Inc.
Technology
|
23,913 | $6,068,880 | 14.66% | |
| NVDA |
Nvidia Corp
Technology
|
22,458 | $3,916,675 | 9.46% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
75,019 | $3,579,906 | 8.65% | |
| RTX |
RTX Corp
Industrials
|
6,315 | $1,218,163 | 2.94% | |
| MSFT |
Microsoft Corp
Technology
|
3,009 | $1,113,841 | 2.69% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
22,000 | $779,680 | 1.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,536 | $729,252 | 1.76% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,426 | $713,533 | 1.72% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
665 | $662,625 | 1.60% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AUST
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,600 | 28,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $29,600 | 20,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $41,190 | 23,700 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $30,960 | 24,000 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $31,200 | 24,000 | Shares | Sole | 2025-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||