Peak Financial Advisors
Latest statistics and disclosures from Peak Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FLXR, FLSP, MTBA, GLDM, JBND, and represent 39.57% of Peak Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: FLSP (+$18M), ICSH (+$5.4M), CNP, ROIV, BRK.B, ETN, COWZ, NVDA, HOOD, TWLO.
- Started 13 new stock positions in XONE, BRK.B, JMST, ICSH, COWZ, ROIV, CNP, NLY, FLSP, BOXX. HOOD, TWLO, ETN.
- Reduced shares in these 10 stocks: CTA, IGV, GLDM, MU, MDGL, DHR, BTC, SRE, , .
- Sold out of its positions in ANET, ADP, AZO, CDNS, DHR, META, FAST, FFIV, BTC, HEI.A.
- Peak Financial Advisors was a net seller of stock by $-4.0M.
- Peak Financial Advisors has $226M in assets under management (AUM), dropping by 1.46%.
- Central Index Key (CIK): 0001843309
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Portfolio Holdings for Peak Financial Advisors
Peak Financial Advisors holds 70 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tcw Etf Trust Flexible Income (FLXR) | 11.0 | $25M | 635k | 39.27 |
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| Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP) | 8.1 | $18M | NEW | 669k | 27.20 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 7.5 | $17M | -8% | 343k | 49.46 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 6.8 | $15M | -17% | 165k | 92.69 |
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| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 6.2 | $14M | -6% | 259k | 53.77 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 5.8 | $13M | -26% | 430k | 30.22 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 4.9 | $11M | 117k | 93.93 |
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| Ishares Tr Ultra Short Dur (ICSH) | 2.4 | $5.4M | NEW | 107k | 50.62 |
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| Amazon (AMZN) | 2.2 | $5.0M | +14% | 24k | 208.27 |
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| Canadian Natural Resources (CNQ) | 2.0 | $4.6M | 94k | 48.73 |
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| Ciena Corp Com New (CIEN) | 2.0 | $4.4M | -2% | 11k | 388.23 |
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| Apa Corporation (APA) | 1.9 | $4.4M | 103k | 42.44 |
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| Ishares Tr Msci India Etf (INDA) | 1.8 | $4.0M | -25% | 86k | 46.84 |
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| Targa Res Corp (TRGP) | 1.6 | $3.5M | 14k | 250.73 |
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| Netflix (NFLX) | 1.5 | $3.4M | +18% | 36k | 96.15 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.5 | $3.3M | -19% | 30k | 112.11 |
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| Costco Wholesale Corporation (COST) | 1.4 | $3.3M | 3.3k | 996.33 |
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| NVIDIA Corporation (NVDA) | 1.4 | $3.2M | +189% | 19k | 174.40 |
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| FedEx Corporation (FDX) | 1.4 | $3.2M | 9.0k | 356.18 |
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| Johnson & Johnson (JNJ) | 1.4 | $3.1M | +4% | 13k | 244.43 |
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| CenterPoint Energy (CNP) | 1.3 | $3.0M | NEW | 70k | 43.16 |
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| American Express Company (AXP) | 1.3 | $3.0M | +3% | 9.9k | 302.47 |
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| Roivant Sciences SHS (ROIV) | 1.3 | $2.9M | NEW | 106k | 27.70 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.9M | NEW | 6.1k | 479.20 |
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| Wal-Mart Stores (WMT) | 1.2 | $2.8M | 22k | 124.28 |
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| Curtiss-Wright (CW) | 1.2 | $2.7M | 4.0k | 681.12 |
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| Element Solutions (ESI) | 1.2 | $2.7M | 80k | 34.14 |
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| Brixmor Prty (BRX) | 1.1 | $2.6M | +4% | 90k | 28.80 |
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| Eaton Corp SHS (ETN) | 1.1 | $2.4M | NEW | 6.8k | 357.67 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $2.4M | -2% | 4.7k | 499.61 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.0 | $2.2M | NEW | 35k | 62.56 |
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| CVS Caremark Corporation (CVS) | 1.0 | $2.2M | -18% | 30k | 71.82 |
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| Te Connectivity Ord Shs (TEL) | 1.0 | $2.2M | 10k | 209.02 |
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| Meritage Homes Corporation (MTH) | 0.9 | $2.0M | 33k | 61.84 |
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| Warner Music Group Corp Com Cl A (WMG) | 0.8 | $1.9M | 75k | 25.54 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.8 | $1.8M | NEW | 26k | 69.30 |
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| Global X Fds Global X Uranium (URA) | 0.8 | $1.7M | 36k | 48.43 |
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| Boston Scientific Corporation (BSX) | 0.7 | $1.5M | +26% | 25k | 62.75 |
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| Twilio Cl A (TWLO) | 0.7 | $1.5M | NEW | 12k | 125.82 |
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| Autodesk (ADSK) | 0.6 | $1.3M | +50% | 5.2k | 239.40 |
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| Apple (AAPL) | 0.5 | $1.2M | 4.6k | 253.79 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $923k | -16% | 9.5k | 96.70 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $846k | +44% | 3.6k | 237.64 |
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| Kinder Morgan (KMI) | 0.3 | $784k | 23k | 33.53 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.3 | $761k | NEW | 6.5k | 116.29 |
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| At&t (T) | 0.3 | $700k | 24k | 28.99 |
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| Enbridge (ENB) | 0.3 | $649k | 12k | 54.14 |
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| Altria (MO) | 0.3 | $647k | 9.8k | 65.99 |
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| Saba Capital Income & Oprnt Shs New (BRW) | 0.3 | $593k | +3% | 88k | 6.74 |
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| Goldman Sachs (GS) | 0.3 | $592k | 700.00 | 845.81 |
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| American Healthcare Reit Com Shs (AHR) | 0.3 | $585k | -2% | 12k | 47.16 |
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| National Storage Affiliates Com Shs Ben In (NSA) | 0.2 | $549k | 15k | 37.74 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $531k | 4.1k | 130.94 |
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| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.2 | $495k | NEW | 10k | 49.52 |
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| National Retail Properties (NNN) | 0.2 | $487k | 12k | 42.03 |
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| Onemain Holdings (OMF) | 0.2 | $486k | 9.1k | 53.49 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $483k | -75% | 6.3k | 76.53 |
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| Stag Industrial (STAG) | 0.2 | $481k | 13k | 36.06 |
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| Moelis & Co Cl A (MC) | 0.2 | $480k | 8.4k | 57.00 |
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| Annaly Capital Management In Com New (NLY) | 0.2 | $475k | NEW | 23k | 21.15 |
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| Starwood Property Trust (STWD) | 0.2 | $442k | +2% | 26k | 17.22 |
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| Vici Pptys (VICI) | 0.2 | $440k | 16k | 27.32 |
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| American Tower Reit (AMT) | 0.2 | $421k | 2.4k | 172.55 |
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| Millrose Pptys Com Cl A (MRP) | 0.2 | $402k | +5% | 14k | 28.00 |
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| Spdr Series Trust State Street Spd (SPHY) | 0.1 | $338k | -15% | 15k | 23.32 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $313k | -8% | 735.00 | 426.40 |
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| Spdr Series Trust State Street Spd (SPAB) | 0.1 | $242k | -43% | 9.4k | 25.62 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $231k | NEW | 4.5k | 50.98 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $204k | 695.00 | 294.16 |
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| Sono Tek (SOTK) | 0.0 | $59k | 15k | 4.06 |
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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 2026 Q1 filed April 22, 2026
- Peak Financial Advisors 2025 Q4 filed Jan. 12, 2026
- 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