Peak Financial Management, Inc. Q4 2022 vs. Q1 2023: A Comprehensive Look at the Stock Holdings

As the first quarter of 2023 comes to a close, Peak Financial Management, Inc. has released its latest 13F holdings comparison report. The report showcases the changes in the holdings of funds over the last year. The report shows that some of the funds have seen a significant change in their holdings, while others struggled to maintain their positions. In this article, we will take a comprehensive look at the stock holdings of Peak Financial Management, Inc. Q4 2022 vs. Q1 2023.

Vanguard Leads the Way

As the report suggests, Vanguard is leading the way in holding shares for Peak Financial Management, Inc. The company's two funds, VTI and VOO, hold the highest number of shares, at 107,990 and 39,665, respectively. These funds have been among the top-performing funds for the company, with a 5.9% and 6.5% increase in value, respectively.

SPDR and Schwab Strategic Follow Suit

SPDR and Schwab Strategic come in second and third place, respectively, in terms of holding stock for Peak Financial Management, Inc. SPGM, the SPDR Index, holds 372,191 shares and has seen a 7.2% increase in value. SCHF, the Schwab Strategic, holds 455,985 shares and has seen a 9.7% increase in value. Other funds, like SCHP and SCHC, have also performed well, with a 5.1% and 8.2% increase in value, respectively.

The Top Stocks

Apple Inc. and Microsoft Corp. are among the top stocks held by Peak Financial Management, Inc. AAPL has 52,087 shares and has seen a 26.7% increase in value, while MSFT has 4,274 shares and has seen a 27.9% increase in value. Other stocks, such as Nvidia Corporation and Amazon.com Inc., have also performed well, with a 58.9% and 20.0% increase in value, respectively.

The Strugglers

Some funds have struggled to maintain their positions in Q1 2023. TOTL, for example, has seen a -28.2% decrease in value, with 13,741 shares in Q4 2022 and only 9,626 shares in Q1 2023. Vanguard Index Funds' VNQ has seen a small decrease in value, at -0.8%, with 45,679 shares in Q4 2022 and 44,990 shares in Q1 2023.

Final Thoughts

The latest holdings comparison from Peak Financial Management, Inc. showcases the overall performance of various funds and stocks in the first quarter of 2023. Vanguard leads the way, followed by SPDR and Schwab Strategic. While some funds have seen significant growth, others have struggled to maintain their position. Nonetheless, it's important to note that these comparisons are solely based on past performance and do not guarantee future results. Investors should carefully consider their investment choices based on their investment goals, risk tolerance, and overall market conditions.