Peak Financial Advisors LLC Portfolio Holdings

Peak Financial Advisors LLC

  • $151 Million
  • Q2 2025

Peak Financial Advisors LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $151 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 $16.3M, Simplify Exch Traded Fds Simpl with a value of $14.4M, Vaneck ETF Tr Fallen Angel Hig with a value of $8.03M, Ishares Tr with a value of $7.38M, and Ishares Msci India Index Fund with a value of $7.12M.

Examining the 13F form we can see an decrease of $3.6M in the current position value, from $154M to 151M.

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

Portfolio value $151 Million
ETFs: $68 Million
Financial Services: $16.8 Million
Technology: $15.1 Million
Consumer Cyclical: $11.8 Million
Consumer Defensive: $9.01 Million
Healthcare: $7.69 Million
Industrials: $7.06 Million
Communication Services: $5.68 Million
Other: $9.65 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.76B
$16.3 Million 10.8% of portfolio
248,733
Q2 2025 Added 11.15%
$0
$14.4 Million 9.58% of portfolio
540,375
Q2 2025 Added 65.22%
$0
$8.03 Million 5.32% of portfolio
274,231
Q2 2025 Reduced 14.15%
$0
$7.38 Million 4.89% of portfolio
79,659
Q2 2025 Added 11.9%
$0
$7.12 Million 4.72% of portfolio
127,917
Q2 2025 Reduced 1.05%
$439B
$5.44 Million 3.61% of portfolio
5,497
Q2 2025 Added 58.69%
$545B
$4.46 Million 2.96% of portfolio
3,330
Q2 2025 Added 4.29%
$2.26T
$4.06 Million 2.69% of portfolio
18,501
Q2 2025 Added 12.71%
$0
$3.84 Million 2.54% of portfolio
34,106
Q2 2025 New
$0
$3.47 Million 2.3% of portfolio
31,722
Q2 2025 Added 3.47%
$227B
$3.31 Million 2.2% of portfolio
10,385
Q2 2025 Reduced 2.26%
$3.69T
$3.24 Million 2.15% of portfolio
15,777
Q2 2025 Reduced 10.98%
$281B
$2.98 Million 1.97% of portfolio
30,437
Q2 2025 New
$87.3B
$2.75 Million 1.82% of portfolio
18,052
Q2 2025 Reduced 19.72%
$34.5B
$2.7 Million 1.79% of portfolio
85,869
Q2 2025 Added 11.15%
$19.5B
$2.67 Million 1.77% of portfolio
9,066
Q2 2025 New
$6.4B
$2.54 Million 1.68% of portfolio
28,143
Q2 2025 New
$78.6B
$2.53 Million 1.68% of portfolio
6,029
Q2 2025 New
$0
$2.51 Million 1.66% of portfolio
64,582
Q2 2025 Reduced 1.81%
$26.8B
$2.48 Million 1.65% of portfolio
22,400
Q2 2025 New
$17.1B
$2.47 Million 1.64% of portfolio
7,079
Q2 2025 Reduced 14.63%
$44B
$2.47 Million 1.64% of portfolio
4,281
Q2 2025 Reduced 18.15%
$11.2B
$2.47 Million 1.64% of portfolio
50,277
Q2 2025 New
$75.3B
$2.46 Million 1.63% of portfolio
6,908
Q2 2025 New
$17.3B
$2.43 Million 1.61% of portfolio
7,822
Q2 2025 New
$101B
$2.39 Million 1.58% of portfolio
10,934
Q2 2025 New
$33.3B
$2.37 Million 1.57% of portfolio
1,297
Q2 2025 Reduced 16.86%
$245B
$2.3 Million 1.52% of portfolio
7,368
Q2 2025 New
$75.9B
$2.25 Million 1.49% of portfolio
605
Q2 2025 New
$0
$1.09 Million 0.72% of portfolio
12,732
Q2 2025 Reduced 43.44%
$86B
$1.02 Million 0.68% of portfolio
14,809
Q2 2025 New
$203B
$742,000 0.49% of portfolio
25,644
Q2 2025 Added 2.0%
$0
$720,000 0.48% of portfolio
9,911
Q2 2025 Reduced 14.88%
$59.7B
$702,000 0.47% of portfolio
23,911
Q2 2025 Reduced 0.25%
$0
$642,000 0.43% of portfolio
12,265
Q2 2025 Reduced 27.58%
$0
$620,000 0.41% of portfolio
2,733
Q2 2025 Reduced 67.66%
$0
$604,000 0.4% of portfolio
5,570
Q2 2025 Added 0.09%
$139B
$597,000 0.4% of portfolio
4,846
Q2 2025 New
$118B
$588,000 0.39% of portfolio
10,040
Q2 2025 Reduced 0.26%
$95.8B
$553,000 0.37% of portfolio
12,207
Q2 2025 Reduced 0.33%
$7.06B
$555,000 0.37% of portfolio
9,740
Q2 2025 Reduced 0.26%
$4.49B
$549,000 0.36% of portfolio
8,814
Q2 2025 Added 2.88%
$87.2B
$546,000 0.36% of portfolio
2,821
Q2 2025 New
$19.3B
$507,000 0.34% of portfolio
1,039
Q2 2025 New
$95.3B
$507,000 0.34% of portfolio
2,297
Q2 2025 Added 0.66%
$0
$511,000 0.34% of portfolio
63,431
Q2 2025 Added 1.82%
$31.7B
$512,000 0.34% of portfolio
15,720
Q2 2025 Added 3.98%
$51B
$504,000 0.33% of portfolio
6,775
Q2 2025 New
$2.72B
$492,000 0.33% of portfolio
7,356
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $151 Million
  • Prior Value $154 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 43 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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