Peak Financial Advisors LLC Portfolio Holdings

Peak Financial Advisors LLC

  • $161 Million
  • Q3 2025

Peak Financial Advisors LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $161 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $19.1M, Simplify Exch Traded Fds Simpl with a value of $16.2M, Ishares Tr with a value of $7.61M, Vaneck ETF Tr Fallen Angel Hig with a value of $7.03M, and Ishares Msci India Index Fund with a value of $5.99M.

Examining the 13F form we can see an increase of $10.2M in the current position value, from $151M to 161M.

Below you can find more details about Peak Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $161 Million
ETFs: $70.6 Million
Technology: $18.2 Million
Financial Services: $14.9 Million
Industrials: $13.4 Million
Consumer Defensive: $11.7 Million
Healthcare: $8.38 Million
Consumer Cyclical: $7.41 Million
Energy: $5.93 Million
Other: $10.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$404B
$5.43 Million 3.37% of portfolio
5,867
Q3 2025 Added 6.73%
$2.39T
$4.15 Million 2.58% of portfolio
18,915
Q3 2025 Added 2.24%
$49.1B
$3.68 Million 2.28% of portfolio
3,066
Q3 2025 Reduced 7.93%
$255B
$3.43 Million 2.13% of portfolio
10,327
Q3 2025 Reduced 0.56%
$593B
$3.32 Million 2.06% of portfolio
11,820
Q3 2025 New
$279B
$3.29 Million 2.04% of portfolio
31,920
Q3 2025 Added 4.87%
$512B
$3.2 Million 1.99% of portfolio
5,633
Q3 2025 Added 609.45%
$161B
$3.08 Million 1.91% of portfolio
2,853
Q3 2025 New
$38.8B
$3.04 Million 1.88% of portfolio
94,972
Q3 2025 Added 10.6%
$14B
$2.84 Million 1.76% of portfolio
8,776
Q3 2025 Reduced 3.2%
$228B
$2.55 Million 1.59% of portfolio
19,074
Q3 2025 New
$28.7B
$2.54 Million 1.58% of portfolio
43,316
Q3 2025 New
$26.8B
$2.52 Million 1.56% of portfolio
9,017
Q3 2025 Reduced 2.27%
$86.4B
$2.49 Million 1.54% of portfolio
7,078
Q3 2025 New
$19B
$2.43 Million 1.51% of portfolio
11,856
Q3 2025 New
$533B
$2.39 Million 1.48% of portfolio
7,006
Q3 2025 New
$66.3B
$2.34 Million 1.45% of portfolio
10,200
Q3 2025 New
$104B
$2.31 Million 1.43% of portfolio
7,868
Q3 2025 New
$33.9B
$2.19 Million 1.36% of portfolio
8,727
Q3 2025 New
$40.4B
$2.15 Million 1.34% of portfolio
16,987
Q3 2025 New
$27.4B
$2.07 Million 1.29% of portfolio
8,456
Q3 2025 New
$121B
$2.04 Million 1.26% of portfolio
2,637
Q3 2025 New
$103B
$1.37 Million 0.85% of portfolio
18,222
Q3 2025 Added 23.05%
$4.3T
$1.18 Million 0.73% of portfolio
4,647
Q3 2025 Reduced 70.55%
$268B
$1.06 Million 0.66% of portfolio
6,357
Q3 2025 Added 31.18%
$8.09B
$865,000 0.54% of portfolio
35,639
Q3 2025 Added 35.88%
$4.17B
$835,000 0.52% of portfolio
24,538
Q3 2025 New
$28.9B
$823,000 0.51% of portfolio
9,152
Q3 2025 New
$21.2B
$779,000 0.48% of portfolio
1,435
Q3 2025 Added 38.11%
$39.2B
$735,000 0.46% of portfolio
4,389
Q3 2025 Added 84.64%
$181B
$724,000 0.45% of portfolio
25,643
Q3 2025 Reduced -0.0%
$2.44B
$716,000 0.44% of portfolio
9,886
Q3 2025 Added 34.39%
$32.3B
$704,000 0.44% of portfolio
3,564
Q3 2025 New
$68.9B
$705,000 0.44% of portfolio
2,993
Q3 2025 Added 37.93%
$61.6B
$676,000 0.42% of portfolio
23,912
Q3 2025 Added 0.0%
$104B
$663,000 0.41% of portfolio
10,041
Q3 2025 Added 0.01%
$160B
$668,000 0.41% of portfolio
3,373
Q3 2025 Added 38.75%
$29.6B
$640,000 0.4% of portfolio
1,924
Q3 2025 Added 56.17%
$147B
$652,000 0.4% of portfolio
6,682
Q3 2025 Added 46.82%
$3.87B
$626,000 0.39% of portfolio
8,779
Q3 2025 Reduced 0.4%
$96.7B
$615,000 0.38% of portfolio
12,207
Q2 2025 Reduced 0.33%
$6.81B
$595,000 0.37% of portfolio
26,212
Q3 2025 Added 39.55%
$19B
$601,000 0.37% of portfolio
1,285
Q3 2025 New
$522B
$565,000 0.35% of portfolio
3,050
Q3 2025 Added 1.36%
$265B
$571,000 0.35% of portfolio
718
Q3 2025 Added 0.7%
$465B
$560,000 0.35% of portfolio
3,006
Q3 2025 Reduced 1.35%
$6.27B
$525,000 0.33% of portfolio
20,868
Q3 2025 New
$9.05B
$529,000 0.33% of portfolio
1,154
Q3 2025 New
$29.2B
$514,000 0.32% of portfolio
15,765
Q3 2025 Added 0.29%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $161 Million
  • Prior Value $151 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 22 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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