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 GLTR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,529,363 | 61,857 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,883,795 | 72,392 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,245,119 | 74,011 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $10,351,717 | 74,931 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $10,049,072 | 77,617 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,516,637 | 77,565 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,840,585 | 78,035 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,065,805 | 78,324 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $7,497,705 | 78,510 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,999,711 | 76,903 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $6,679,322 | 79,374 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $6,569,033 | 75,715 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,770,244 | 74,227 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,469,085 | 72,499 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $6,092,781 | 75,099 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $6,163,471 | 72,231 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $6,612,417 | 68,822 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $5,997,711 | 67,051 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $5,730,655 | 66,281 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $6,186,495 | 64,142 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,669,365 | 61,178 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $5,943,530 | 60,066 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $5,436,901 | 57,864 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $4,785,350 | 57,289 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,970,418 | 66,184 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||