Institutions / Peak Financial Advisors LLC
Peak Financial Advisors LLC
CIK 1843309 · Institution · as of Dec 31, 2025
Portfolio value
$222.61M
Positions
87
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 87 →
| Company | Value | % of portfolio |
|---|---|---|
| Tcw ETF Trust | $25.43M | 11.4% |
| Simplify Exchange Traded Fun | $18.88M | 8.5% |
| World Gold Tr | $17.14M | 7.7% |
| Simplify Exchange Traded Fun | $15.90M | 7.1% |
| J P Morgan Exchange Traded F | $15.05M | 6.8% |
| iShares Tr | $11.42M | 5.1% |
| iShares MSCI UAE ETF | $6.20M | 2.8% |
| Amazon.com Inc | $4.84M | 2.2% |
| Invesco Exch Traded Fd Tr II | $4.41M | 2.0% |
| American Express Co | $3.53M | 1.6% |
| iShares Tr | $3.43M | 1.5% |
| Canadian Nat Res Ltd | $3.17M | 1.4% |
| CVS HEALTH Corp | $2.98M | 1.3% |
| Micron Technology Inc | $2.90M | 1.3% |
| Netflix Inc | $2.83M | 1.3% |
| Costco Wholesale Corp /New | $2.82M | 1.3% |
| Mastercard Inc | $2.77M | 1.2% |
| Ciena Corp | $2.71M | 1.2% |
| FedEx Corp | $2.64M | 1.2% |
| Targa Resources Corp | $2.60M | 1.2% |
| Madrigal Pharmaceuticals, Inc. | $2.60M | 1.2% |
| APA Corp | $2.53M | 1.1% |
| Walmart Inc. | $2.50M | 1.1% |
| Johnson & Johnson | $2.47M | 1.1% |
| Danaher Corp /De | $2.44M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.