Peak Financial Advisors LLC Portfolio Holdings

Peak Financial Advisors LLC

  • $153 Million
  • Q4 2025

Peak Financial Advisors LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $153 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $16.2M, Simplify Exch Traded Fds Simpl with a value of $15.9M, Ishares Tr with a value of $11.4M, Ishares Msci India Index Fund with a value of $6.26M, and Amazon Com Inc with a value of $4.92M.

Examining the 13F form we can see an decrease of $8.01M in the current position value, from $161M to 153M.

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

Portfolio value $153 Million
ETFs: $65.9 Million
Technology: $15 Million
Healthcare: $12.2 Million
Financial Services: $12.1 Million
Energy: $9.35 Million
Consumer Cyclical: $8.37 Million
Industrials: $6.99 Million
Communication Services: $6.8 Million
Other: $16.2 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$49.1B
$3.33 Million 2.18% of portfolio
30,207
Q4 2025 Added 885.23%
$38.8B
$3.14 Million 2.05% of portfolio
93,550
Q4 2025 Reduced 1.5%
$103B
$2.94 Million 1.92% of portfolio
37,520
Q4 2025 Added 105.9%
$28.9B
$2.44 Million 1.6% of portfolio
26,552
Q4 2025 Added 190.12%
$39.2B
$2.44 Million 1.59% of portfolio
14,101
Q4 2025 Added 221.28%
$68.9B
$2.42 Million 1.58% of portfolio
9,134
Q4 2025 Added 205.18%
$160B
$2.35 Million 1.53% of portfolio
10,638
Q4 2025 Added 215.39%
$28.4B
$2.22 Million 1.45% of portfolio
11,596
Q4 2025 Added 222.74%
$21.2B
$2.21 Million 1.45% of portfolio
4,011
Q4 2025 Added 179.51%
$147B
$2 Million 1.31% of portfolio
19,470
Q4 2025 Added 191.38%
$32.3B
$1.96 Million 1.28% of portfolio
10,505
Q4 2025 Added 194.75%
$29.6B
$1.85 Million 1.21% of portfolio
4,996
Q4 2025 Added 159.67%
$19B
$1.62 Million 1.06% of portfolio
4,080
Q4 2025 Added 217.51%
$53.1B
$852,000 0.56% of portfolio
3,467
Q4 2025 New
$43.2B
$726,000 0.47% of portfolio
789
Q4 2025 New
$61.6B
$636,000 0.42% of portfolio
23,224
Q4 2025 Reduced 2.88%
$73.2B
$617,000 0.4% of portfolio
160
Q4 2025 New
$181B
$608,000 0.4% of portfolio
23,897
Q4 2025 Reduced 6.81%
$14.2B
$611,000 0.4% of portfolio
3,795
Q4 2025 New
$23.2B
$590,000 0.39% of portfolio
14,606
Q4 2025 New
$37.2B
$600,000 0.39% of portfolio
3,094
Q4 2025 New
$26.8B
$603,000 0.39% of portfolio
2,385
Q4 2025 Reduced 73.55%
$66.3B
$582,000 0.38% of portfolio
2,778
Q4 2025 Reduced 72.76%
$104B
$577,000 0.38% of portfolio
2,303
Q4 2025 Reduced 70.73%
$96.7B
$572,000 0.37% of portfolio
11,994
Q4 2025 Reduced 1.74%
$104B
$571,000 0.37% of portfolio
9,830
Q4 2025 Reduced 2.1%
$14B
$566,000 0.37% of portfolio
2,421
Q4 2025 Reduced 72.41%
$161B
$569,000 0.37% of portfolio
502
Q4 2025 Reduced 82.4%
$96.4B
$503,000 0.33% of portfolio
4,021
Q4 2025 Added 0.95%
$29.2B
$485,000 0.32% of portfolio
15,979
Q4 2025 Added 1.36%
$84B
$434,000 0.28% of portfolio
2,405
Q4 2025 Added 1.31%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $153 Million
  • Prior Value $161 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 13 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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