Peak Financial Advisors
Latest statistics and disclosures from Peak Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FLXR, GLDM, CTA, MTBA, EMB, and represent 39.75% of Peak Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: ORCL, FLXR, KLAC, MA, BTC, ABT, ROL, CDNS, CTAS, V.
- Started 22 new stock positions in SRE, ABT, MDGL, RSG, WMG, CBOE, MCK, CDNS, PAYX, VRSK. HUBS, ROL, ESI, V, BTC, ADP, KLAC, CTAS, MTB, CIEN, ORCL, PM.
- Reduced shares in these 10 stocks: AAPL, , ANET, , MSI, BRO, WAT, , CPRT, AON.
- Sold out of its positions in ATI, ANET, AZO, BRO, CPRT, CTVA, FCTE, FICO, PDBC, KNSL. MSCI, MMC, MSI, ORLY, XLC, SNA, MMM, TWLO, UNH, VST, WAT, AON, ROIV, CYBR.
- Peak Financial Advisors was a net buyer of stock by $7.0M.
- Peak Financial Advisors has $208M in assets under management (AUM), dropping by 6.71%.
- Central Index Key (CIK): 0001843309
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Portfolio Holdings for Peak Financial Advisors
Peak Financial Advisors holds 85 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tcw Etf Trust Flexible Income (FLXR) | 11.9 | $25M | +14% | 625k | 39.80 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 9.1 | $19M | 249k | 76.45 |
|
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 7.8 | $16M | +7% | 581k | 27.97 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 7.2 | $15M | +5% | 299k | 50.35 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 3.6 | $7.6M | 80k | 95.19 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 3.4 | $7.0M | -13% | 236k | 29.73 |
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| Ishares Tr Msci India Etf (INDA) | 2.9 | $6.0M | -10% | 115k | 52.06 |
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| Costco Wholesale Corporation (COST) | 2.6 | $5.4M | +6% | 5.9k | 925.68 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 2.1 | $4.4M | +7% | 37k | 121.06 |
|
| Amazon (AMZN) | 2.0 | $4.2M | +2% | 19k | 219.57 |
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| Ishares Tr Expanded Tech (IGV) | 1.8 | $3.7M | 32k | 115.01 |
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| Netflix (NFLX) | 1.8 | $3.7M | -7% | 3.1k | 1198.92 |
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| American Express Company (AXP) | 1.6 | $3.4M | 10k | 332.15 |
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| Oracle Corporation (ORCL) | 1.6 | $3.3M | NEW | 12k | 281.24 |
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| Wal-Mart Stores (WMT) | 1.6 | $3.3M | +4% | 32k | 103.06 |
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| Mastercard Incorporated Cl A (MA) | 1.5 | $3.2M | +609% | 5.6k | 568.81 |
|
| Kla Corp Com New (KLAC) | 1.5 | $3.1M | NEW | 2.9k | 1078.60 |
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| Canadian Natural Resources (CNQ) | 1.5 | $3.0M | +10% | 95k | 31.96 |
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| F5 Networks (FFIV) | 1.4 | $2.8M | -3% | 8.8k | 323.19 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 1.2 | $2.6M | NEW | 51k | 50.63 |
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| Abbott Laboratories (ABT) | 1.2 | $2.6M | NEW | 19k | 133.94 |
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| Rollins (ROL) | 1.2 | $2.5M | NEW | 43k | 58.74 |
|
| Verisign (VRSN) | 1.2 | $2.5M | -2% | 9.0k | 279.57 |
|
| Cadence Design Systems (CDNS) | 1.2 | $2.5M | NEW | 7.1k | 351.26 |
|
| Cintas Corporation (CTAS) | 1.2 | $2.4M | NEW | 12k | 205.26 |
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| Visa Com Cl A (V) | 1.1 | $2.4M | NEW | 7.0k | 341.38 |
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| Philip Morris International (PM) | 1.1 | $2.4M | NEW | 15k | 162.20 |
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| Republic Services (RSG) | 1.1 | $2.3M | NEW | 10k | 229.48 |
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| Automatic Data Processing (ADP) | 1.1 | $2.3M | NEW | 7.9k | 293.50 |
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| Verisk Analytics (VRSK) | 1.1 | $2.2M | NEW | 8.7k | 251.51 |
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| Paychex (PAYX) | 1.0 | $2.2M | NEW | 17k | 126.76 |
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| Corpay Com Shs (CPAY) | 1.0 | $2.1M | -2% | 7.4k | 288.06 |
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| CBOE Holdings (CBOE) | 1.0 | $2.1M | NEW | 8.5k | 245.25 |
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| McKesson Corporation (MCK) | 1.0 | $2.0M | NEW | 2.6k | 772.54 |
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| Global X Fds Global X Uranium (URA) | 0.9 | $2.0M | -35% | 41k | 47.67 |
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| Select Sector Spdr Tr Financial (XLF) | 0.7 | $1.4M | +116% | 27k | 53.87 |
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| CVS Caremark Corporation (CVS) | 0.7 | $1.4M | +23% | 18k | 75.39 |
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| Apple (AAPL) | 0.6 | $1.2M | -70% | 4.6k | 254.63 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.5 | $1.1M | -10% | 11k | 99.11 |
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| Micron Technology (MU) | 0.5 | $1.1M | +31% | 6.4k | 167.32 |
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| Vertiv Holdings Com Cl A (VRT) | 0.4 | $870k | +32% | 5.8k | 150.86 |
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| Te Connectivity Ord Shs (TEL) | 0.4 | $868k | +33% | 4.0k | 219.53 |
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| Apa Corporation (APA) | 0.4 | $865k | +35% | 36k | 24.28 |
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| Warner Music Group Corp Com Cl A (WMG) | 0.4 | $836k | NEW | 25k | 34.06 |
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| Sempra Energy (SRE) | 0.4 | $824k | NEW | 9.2k | 89.98 |
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| Curtiss-Wright (CW) | 0.4 | $779k | +38% | 1.4k | 542.94 |
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| Targa Res Corp (TRGP) | 0.4 | $735k | +84% | 4.4k | 167.54 |
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| Brixmor Prty (BRX) | 0.3 | $726k | +39% | 26k | 27.68 |
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| At&t (T) | 0.3 | $724k | 26k | 28.24 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $721k | +6% | 2.9k | 247.12 |
|
| Meritage Homes Corporation (MTH) | 0.3 | $716k | +34% | 9.9k | 72.43 |
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| FedEx Corporation (FDX) | 0.3 | $706k | +37% | 3.0k | 235.81 |
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| M&T Bank Corporation (MTB) | 0.3 | $704k | NEW | 3.6k | 197.62 |
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| Kinder Morgan (KMI) | 0.3 | $677k | 24k | 28.31 |
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| Danaher Corporation (DHR) | 0.3 | $669k | +38% | 3.4k | 198.26 |
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| Altria (MO) | 0.3 | $663k | 10k | 66.06 |
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| Boston Scientific Corporation (BSX) | 0.3 | $652k | +46% | 6.7k | 97.63 |
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| Lpl Financial Holdings (LPLA) | 0.3 | $640k | +56% | 1.9k | 332.69 |
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| Moelis & Co Cl A (MC) | 0.3 | $626k | 8.8k | 71.32 |
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| Enbridge (ENB) | 0.3 | $616k | 12k | 50.46 |
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| Hubspot (HUBS) | 0.3 | $601k | NEW | 1.3k | 467.80 |
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| Goldman Sachs (GS) | 0.3 | $572k | 718.00 | 796.35 |
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| Johnson & Johnson (JNJ) | 0.3 | $566k | 3.1k | 185.44 |
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| NVIDIA Corporation (NVDA) | 0.3 | $561k | 3.0k | 186.58 |
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| American Healthcare Reit Com Shs (AHR) | 0.3 | $546k | 13k | 42.01 |
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| Madrigal Pharmaceuticals (MDGL) | 0.3 | $529k | NEW | 1.2k | 458.66 |
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| Element Solutions (ESI) | 0.3 | $525k | NEW | 21k | 25.17 |
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| Onemain Holdings (OMF) | 0.3 | $524k | -4% | 9.3k | 56.46 |
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| Ciena Corp Com New (CIEN) | 0.3 | $523k | NEW | 3.6k | 145.67 |
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| Vici Pptys (VICI) | 0.2 | $514k | 16k | 32.61 |
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| Saba Capital Income & Oprnt Shs New (BRW) | 0.2 | $495k | 64k | 7.77 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $493k | +4% | 4.0k | 123.75 |
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| National Retail Properties (NNN) | 0.2 | $482k | 11k | 42.57 |
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| Stag Industrial (STAG) | 0.2 | $472k | 13k | 35.29 |
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| Starwood Property Trust (STWD) | 0.2 | $465k | 24k | 19.37 |
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| American Tower Reit (AMT) | 0.2 | $457k | +3% | 2.4k | 192.36 |
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| Spdr Series Trust Portfli High Yld (SPHY) | 0.2 | $418k | -14% | 17k | 23.94 |
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| Millrose Pptys Com Cl A (MRP) | 0.2 | $412k | +6% | 12k | 33.61 |
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| National Storage Affiliates Com Shs Ben In (NSA) | 0.2 | $401k | +2% | 13k | 30.22 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.2 | $395k | -49% | 5.0k | 78.34 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $377k | 804.00 | 468.41 |
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| Spdr Series Trust Portfolio Agrgte (SPAB) | 0.1 | $280k | +16% | 11k | 25.85 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $232k | 912.00 | 254.09 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $219k | 695.00 | 315.43 |
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| Sono Tek (SOTK) | 0.0 | $64k | 15k | 4.43 |
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Past Filings by Peak Financial Advisors
SEC 13F filings are viewable for Peak Financial Advisors going back to 2020
- Peak Financial Advisors 2025 Q3 filed Oct. 8, 2025
- Peak Financial Advisors 2025 Q2 filed July 7, 2025
- Peak Financial Advisors 2025 Q1 filed April 10, 2025
- Peak Financial Advisors 2024 Q4 filed Jan. 14, 2025
- Peak Financial Advisors 2024 Q3 filed Oct. 10, 2024
- Peak Financial Advisors 2024 Q2 filed July 12, 2024
- Peak Financial Advisors 2024 Q1 filed April 12, 2024
- Peak Financial Advisors 2023 Q4 filed Jan. 10, 2024
- Peak Financial Advisors 2023 Q3 filed Oct. 10, 2023
- Peak Financial Advisors 2023 Q2 filed July 11, 2023
- Peak Financial Advisors 2023 Q1 filed April 19, 2023
- Peak Financial Advisors 2022 Q4 filed Jan. 12, 2023
- Peak Financial Advisors 2022 Q3 filed Oct. 26, 2022
- Peak Financial Advisors 2022 Q2 filed July 14, 2022
- Peak Financial Advisors 2022 Q1 filed April 22, 2022
- Peak Financial Advisors 2021 Q4 filed Jan. 19, 2022