Peak Financial Advisors as of Dec. 31, 2025
Portfolio Holdings for Peak Financial Advisors
Peak Financial Advisors holds 87 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tcw Etf Trust Flexible Income (FLXR) | 11.4 | $25M | 642k | 39.60 | |
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 8.5 | $19M | 375k | 50.41 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 7.7 | $17M | 201k | 85.37 | |
| Simplify Exchange Traded Fun Managed Futures (CTA) | 7.1 | $16M | 583k | 27.26 | |
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 6.8 | $15M | 278k | 54.07 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 5.1 | $11M | 119k | 96.28 | |
| Ishares Tr Msci India Etf (INDA) | 2.8 | $6.2M | 115k | 54.05 | |
| Amazon (AMZN) | 2.2 | $4.8M | 21k | 230.82 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 2.0 | $4.4M | 37k | 119.32 | |
| American Express Company (AXP) | 1.6 | $3.5M | 9.5k | 369.94 | |
| Ishares Tr Expanded Tech (IGV) | 1.5 | $3.4M | 33k | 105.69 | |
| Canadian Natural Resources (CNQ) | 1.4 | $3.2M | 94k | 33.85 | |
| CVS Caremark Corporation (CVS) | 1.3 | $3.0M | 38k | 79.36 | |
| Micron Technology (MU) | 1.3 | $2.9M | 10k | 285.41 | |
| Netflix (NFLX) | 1.3 | $2.8M | 30k | 93.76 | |
| Costco Wholesale Corporation (COST) | 1.3 | $2.8M | 3.3k | 862.45 | |
| Mastercard Incorporated Cl A (MA) | 1.2 | $2.8M | 4.9k | 570.88 | |
| Ciena Corp Com New (CIEN) | 1.2 | $2.7M | 12k | 233.87 | |
| FedEx Corporation (FDX) | 1.2 | $2.6M | 9.1k | 288.86 | |
| Targa Res Corp (TRGP) | 1.2 | $2.6M | 14k | 184.50 | |
| Madrigal Pharmaceuticals (MDGL) | 1.2 | $2.6M | 4.5k | 582.34 | |
| Apa Corporation (APA) | 1.1 | $2.5M | 103k | 24.46 | |
| Wal-Mart Stores (WMT) | 1.1 | $2.5M | 22k | 111.41 | |
| Johnson & Johnson (JNJ) | 1.1 | $2.5M | 12k | 206.96 | |
| Danaher Corporation (DHR) | 1.1 | $2.4M | 11k | 228.92 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 1.1 | $2.4M | 61k | 38.73 | |
| Te Connectivity Ord Shs (TEL) | 1.1 | $2.4M | 10k | 227.51 | |
| Sempra Energy (SRE) | 1.1 | $2.3M | 27k | 88.29 | |
| Warner Music Group Corp Com Cl A (WMG) | 1.0 | $2.3M | 76k | 30.67 | |
| Brixmor Prty (BRX) | 1.0 | $2.2M | 86k | 26.22 | |
| Curtiss-Wright (CW) | 1.0 | $2.2M | 4.0k | 551.27 | |
| Meritage Homes Corporation (MTH) | 1.0 | $2.2M | 33k | 65.80 | |
| M&T Bank Corporation (MTB) | 1.0 | $2.1M | 11k | 201.48 | |
| Spdr Series Trust State Street Spd (SPLG) | 0.9 | $2.1M | 26k | 80.22 | |
| Element Solutions (ESI) | 0.9 | $2.0M | 80k | 24.99 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.9 | $1.9M | 35k | 54.77 | |
| Boston Scientific Corporation (BSX) | 0.8 | $1.9M | 20k | 95.35 | |
| Lpl Financial Holdings (LPLA) | 0.8 | $1.8M | 5.0k | 357.17 | |
| Hubspot (HUBS) | 0.7 | $1.6M | 4.1k | 401.30 | |
| Global X Fds Global X Uranium (URA) | 0.7 | $1.5M | 36k | 42.73 | |
| Apple (AAPL) | 0.6 | $1.2M | 4.6k | 271.86 | |
| NVIDIA Corporation (NVDA) | 0.5 | $1.2M | 6.4k | 186.50 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.5 | $1.2M | 11k | 103.56 | |
| Autodesk (ADSK) | 0.5 | $1.0M | 3.5k | 296.01 | |
| Microsoft Corporation (MSFT) | 0.4 | $785k | 1.6k | 483.62 | |
| Oracle Corporation (ORCL) | 0.3 | $760k | 3.9k | 194.91 | |
| Monolithic Power Systems (MPWR) | 0.3 | $715k | 789.00 | 906.36 | |
| Lam Research Corp Com New (LRCX) | 0.3 | $684k | 4.0k | 171.18 | |
| Kinder Morgan (KMI) | 0.3 | $638k | 23k | 27.49 | |
| Arista Networks Com Shs (ANET) | 0.3 | $637k | 4.9k | 131.03 | |
| Philip Morris International (PM) | 0.3 | $630k | 3.9k | 160.40 | |
| Garmin SHS (GRMN) | 0.3 | $628k | 3.1k | 202.85 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $623k | 2.5k | 252.92 | |
| F5 Networks (FFIV) | 0.3 | $618k | 2.4k | 255.26 | |
| Goldman Sachs (GS) | 0.3 | $613k | 697.00 | 879.00 | |
| Meta Platforms Cl A (META) | 0.3 | $612k | 927.00 | 660.09 | |
| Cadence Design Systems (CDNS) | 0.3 | $611k | 2.0k | 312.58 | |
| Kla Corp Com New (KLAC) | 0.3 | $610k | 502.00 | 1215.08 | |
| Onemain Holdings (OMF) | 0.3 | $607k | 9.0k | 67.55 | |
| Allegion Ord Shs (ALLE) | 0.3 | $604k | 3.8k | 159.22 | |
| American Healthcare Reit Com Shs (AHR) | 0.3 | $596k | 13k | 47.06 | |
| Saba Capital Income & Oprnt Shs New (BRW) | 0.3 | $594k | 85k | 7.01 | |
| At&t (T) | 0.3 | $594k | 24k | 24.84 | |
| Automatic Data Processing (ADP) | 0.3 | $592k | 2.3k | 257.23 | |
| Republic Services (RSG) | 0.3 | $589k | 2.8k | 211.93 | |
| Fastenal Company (FAST) | 0.3 | $586k | 15k | 40.13 | |
| Moelis & Co Cl A (MC) | 0.3 | $585k | 8.5k | 68.74 | |
| Verisign (VRSN) | 0.3 | $579k | 2.4k | 242.95 | |
| Enbridge (ENB) | 0.3 | $574k | 12k | 47.83 | |
| Tractor Supply Company (TSCO) | 0.3 | $567k | 11k | 50.01 | |
| Altria (MO) | 0.3 | $567k | 9.8k | 57.66 | |
| AutoZone (AZO) | 0.2 | $543k | 160.00 | 3391.50 | |
| Stag Industrial (STAG) | 0.2 | $490k | 13k | 36.76 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $471k | 4.0k | 117.21 | |
| National Retail Properties (NNN) | 0.2 | $453k | 11k | 39.63 | |
| Starwood Property Trust (STWD) | 0.2 | $452k | 25k | 18.01 | |
| Vici Pptys (VICI) | 0.2 | $449k | 16k | 28.12 | |
| Spdr Series Trust State Street Spd (SPAB) | 0.2 | $431k | 17k | 25.75 | |
| American Tower Reit (AMT) | 0.2 | $422k | 2.4k | 175.54 | |
| Millrose Pptys Com Cl A (MRP) | 0.2 | $407k | 14k | 29.87 | |
| Spdr Series Trust State Street Spd (SPHY) | 0.2 | $405k | 17k | 23.67 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 0.2 | $404k | 14k | 28.21 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $381k | 804.00 | 473.30 | |
| Heico Corp Cl A (HEI.A) | 0.1 | $230k | 912.00 | 252.43 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $224k | 695.00 | 322.22 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $214k | 369.00 | 579.45 | |
| Sono Tek (SOTK) | 0.0 | $60k | 15k | 4.13 |
