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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.9B
$16.2 Million 10.61% of portfolio
200,788
Q4 2025 Reduced 19.47%
$0
$15.9 Million 10.39% of portfolio
583,181
Q4 2025 Added 0.41%
$0
$11.4 Million 7.44% of portfolio
118,583
Q4 2025 Added 48.42%
$0
$6.26 Million 4.09% of portfolio
114,654
Q4 2025 Reduced 0.3%
$2.39T
$4.92 Million 3.21% of portfolio
20,952
Q4 2025 Added 10.77%
$0
$4.36 Million 2.85% of portfolio
36,980
Q4 2025 Added 0.92%
$0
$3.49 Million 2.28% of portfolio
32,457
Q4 2025 Added 1.51%
$49.1B
$3.33 Million 2.18% of portfolio
30,207
Q4 2025 Added 885.23%
$255B
$3.26 Million 2.13% of portfolio
9,543
Q4 2025 Reduced 7.59%
$38.8B
$3.14 Million 2.05% of portfolio
93,550
Q4 2025 Reduced 1.5%
$404B
$2.99 Million 1.95% of portfolio
3,273
Q4 2025 Reduced 44.21%
$103B
$2.94 Million 1.92% of portfolio
37,520
Q4 2025 Added 105.9%
$512B
$2.61 Million 1.7% of portfolio
4,855
Q4 2025 Reduced 13.81%
$8.09B
$2.56 Million 1.67% of portfolio
103,250
Q4 2025 Added 189.71%
$268B
$2.51 Million 1.64% of portfolio
10,170
Q4 2025 Added 59.98%
$28.9B
$2.44 Million 1.6% of portfolio
26,552
Q4 2025 Added 190.12%
$68.9B
$2.42 Million 1.58% of portfolio
9,134
Q4 2025 Added 205.18%
$522B
$2.39 Million 1.56% of portfolio
11,957
Q4 2025 Added 292.03%
$9.05B
$2.36 Million 1.54% of portfolio
4,466
Q4 2025 Added 287.0%
$160B
$2.35 Million 1.53% of portfolio
10,638
Q4 2025 Added 215.39%
$279B
$2.31 Million 1.51% of portfolio
22,434
Q4 2025 Reduced 29.72%
$4.17B
$2.29 Million 1.5% of portfolio
75,505
Q4 2025 Added 207.71%
$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%
$2.44B
$2.21 Million 1.44% of portfolio
33,090
Q4 2025 Added 234.72%
$0
$2.08 Million 1.36% of portfolio
26,273
Q4 2025 Added 420.77%
$6.27B
$2.07 Million 1.35% of portfolio
79,797
Q4 2025 Added 282.39%
$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%
$6.81B
$1.94 Million 1.27% of portfolio
85,552
Q4 2025 Added 226.38%
$29.6B
$1.85 Million 1.21% of portfolio
4,996
Q4 2025 Added 159.67%
$0
$1.84 Million 1.2% of portfolio
35,038
Q4 2025 Added 31.95%
$19B
$1.62 Million 1.06% of portfolio
4,080
Q4 2025 Added 217.51%
$0
$1.59 Million 1.04% of portfolio
35,617
Q4 2025 Reduced 14.02%
$4.3T
$1.22 Million 0.8% of portfolio
4,568
Q4 2025 Reduced 1.7%
$465B
$1.2 Million 0.78% of portfolio
6,432
Q4 2025 Added 113.97%
$0
$980,000 0.64% of portfolio
11,427
Q3 2025 Reduced 10.25%
$53.1B
$852,000 0.56% of portfolio
3,467
Q4 2025 New
$593B
$856,000 0.56% of portfolio
3,897
Q4 2025 Reduced 67.03%
$3.78T
$823,000 0.54% of portfolio
1,623
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%
$6.15B
$628,000 0.41% of portfolio
11,338
Q4 2025 New
$86.4B
$615,000 0.4% of portfolio
1,954
Q4 2025 Reduced 72.39%
$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
$0
$617,000 0.4% of portfolio
2,465
Q4 2025 Reduced 15.55%
$0
$601,000 0.39% of portfolio
84,683
Q4 2025 Added 32.94%

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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