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