Peak Financial Advisors

Peak Financial Advisors as of March 31, 2026

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
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP) 8.1 $18M 669k 27.20
Simplify Exchange Traded Fun Mbs Etf (MTBA) 7.5 $17M 343k 49.46
World Gold Tr Spdr Gld Minis (GLDM) 6.8 $15M 165k 92.69
J P Morgan Exchange Traded F Active Bond Etf (JBND) 6.2 $14M 259k 53.77
Simplify Exchange Traded Fun Managed Futures (CTA) 5.8 $13M 430k 30.22
Ishares Tr Jpmorgan Usd Emg (EMB) 4.9 $11M 117k 93.93
Ishares Tr Ultra Short Dur (ICSH) 2.4 $5.4M 107k 50.62
Amazon (AMZN) 2.2 $5.0M 24k 208.27
Canadian Natural Resources (CNQ) 2.0 $4.6M 94k 48.73
Ciena Corp Com New (CIEN) 2.0 $4.4M 11k 388.23
Apa Corporation (APA) 1.9 $4.4M 103k 42.44
Ishares Tr Msci India Etf (INDA) 1.8 $4.0M 86k 46.84
Targa Res Corp (TRGP) 1.6 $3.5M 14k 250.73
Netflix (NFLX) 1.5 $3.4M 36k 96.15
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.5 $3.3M 30k 112.11
Costco Wholesale Corporation (COST) 1.4 $3.3M 3.3k 996.33
NVIDIA Corporation (NVDA) 1.4 $3.2M 19k 174.40
FedEx Corporation (FDX) 1.4 $3.2M 9.0k 356.18
Johnson & Johnson (JNJ) 1.4 $3.1M 13k 244.43
CenterPoint Energy (CNP) 1.3 $3.0M 70k 43.16
American Express Company (AXP) 1.3 $3.0M 9.9k 302.47
Roivant Sciences SHS (ROIV) 1.3 $2.9M 106k 27.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.9M 6.1k 479.20
Wal-Mart Stores (WMT) 1.2 $2.8M 22k 124.28
Curtiss-Wright (CW) 1.2 $2.7M 4.0k 681.12
Element Solutions (ESI) 1.2 $2.7M 80k 34.14
Brixmor Prty (BRX) 1.1 $2.6M 90k 28.80
Eaton Corp SHS (ETN) 1.1 $2.4M 6.8k 357.67
Mastercard Incorporated Cl A (MA) 1.0 $2.4M 4.7k 499.61
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.0 $2.2M 35k 62.56
CVS Caremark Corporation (CVS) 1.0 $2.2M 30k 71.82
Te Connectivity Ord Shs (TEL) 1.0 $2.2M 10k 209.02
Meritage Homes Corporation (MTH) 0.9 $2.0M 33k 61.84
Warner Music Group Corp Com Cl A (WMG) 0.8 $1.9M 75k 25.54
Robinhood Mkts Com Cl A (HOOD) 0.8 $1.8M 26k 69.30
Global X Fds Global X Uranium (URA) 0.8 $1.7M 36k 48.43
Boston Scientific Corporation (BSX) 0.7 $1.5M 25k 62.75
Twilio Cl A (TWLO) 0.7 $1.5M 12k 125.82
Autodesk (ADSK) 0.6 $1.3M 5.2k 239.40
Apple (AAPL) 0.5 $1.2M 4.6k 253.79
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.4 $923k 9.5k 96.70
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $846k 3.6k 237.64
Kinder Morgan (KMI) 0.3 $784k 23k 33.53
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.3 $761k 6.5k 116.29
At&t (T) 0.3 $700k 24k 28.99
Enbridge (ENB) 0.3 $649k 12k 54.14
Altria (MO) 0.3 $647k 9.8k 65.99
Saba Capital Income & Oprnt Shs New (BRW) 0.3 $593k 88k 6.74
Goldman Sachs (GS) 0.3 $592k 700.00 845.81
American Healthcare Reit Com Shs (AHR) 0.3 $585k 12k 47.16
National Storage Affiliates Com Shs Ben In (NSA) 0.2 $549k 15k 37.74
Duke Energy Corp Com New (DUK) 0.2 $531k 4.1k 130.94
Bondbloxx Etf Trust Bloomberg One Yr (XONE) 0.2 $495k 10k 49.52
National Retail Properties (NNN) 0.2 $487k 12k 42.03
Onemain Holdings (OMF) 0.2 $486k 9.1k 53.49
Spdr Series Trust State Street Spd (SPYM) 0.2 $483k 6.3k 76.53
Stag Industrial (STAG) 0.2 $481k 13k 36.06
Moelis & Co Cl A (MC) 0.2 $480k 8.4k 57.00
Annaly Capital Management In Com New (NLY) 0.2 $475k 23k 21.15
Starwood Property Trust (STWD) 0.2 $442k 26k 17.22
Vici Pptys (VICI) 0.2 $440k 16k 27.32
American Tower Reit (AMT) 0.2 $421k 2.4k 172.55
Millrose Pptys Com Cl A (MRP) 0.2 $402k 14k 28.00
Spdr Series Trust State Street Spd (SPHY) 0.1 $338k 15k 23.32
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $313k 735.00 426.40
Spdr Series Trust State Street Spd (SPAB) 0.1 $242k 9.4k 25.62
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $231k 4.5k 50.98
JPMorgan Chase & Co. (JPM) 0.1 $204k 695.00 294.16
Sono Tek (SOTK) 0.0 $59k 15k 4.06