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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.6B
$19.1 Million 11.84% of portfolio
249,333
Q3 2025 Added 0.24%
$0
$16.2 Million 10.09% of portfolio
580,773
Q3 2025 Added 7.48%
$0
$7.61 Million 4.72% of portfolio
79,896
Q3 2025 Added 0.3%
$0
$7.03 Million 4.36% of portfolio
236,382
Q3 2025 Reduced 13.8%
$0
$5.99 Million 3.72% of portfolio
114,995
Q3 2025 Reduced 10.1%
$403B
$5.43 Million 3.37% of portfolio
5,867
Q3 2025 Added 6.73%
$0
$4.44 Million 2.75% of portfolio
36,643
Q3 2025 Added 7.44%
$2.49T
$4.15 Million 2.58% of portfolio
18,915
Q3 2025 Added 2.24%
$0
$3.68 Million 2.28% of portfolio
31,974
Q3 2025 Added 0.79%
$498B
$3.68 Million 2.28% of portfolio
3,066
Q3 2025 Reduced 7.93%
$270B
$3.43 Million 2.13% of portfolio
10,327
Q3 2025 Reduced 0.56%
$708B
$3.32 Million 2.06% of portfolio
11,820
Q3 2025 New
$275B
$3.29 Million 2.04% of portfolio
31,920
Q3 2025 Added 4.87%
$526B
$3.2 Million 1.99% of portfolio
5,633
Q3 2025 Added 609.45%
$171B
$3.08 Million 1.91% of portfolio
2,853
Q3 2025 New
$37B
$3.04 Million 1.88% of portfolio
94,972
Q3 2025 Added 10.6%
$216B
$2.55 Million 1.59% of portfolio
19,074
Q3 2025 New
$28.4B
$2.54 Million 1.58% of portfolio
43,316
Q3 2025 New
$25.4B
$2.52 Million 1.56% of portfolio
9,017
Q3 2025 Reduced 2.27%
$92.9B
$2.49 Million 1.54% of portfolio
7,078
Q3 2025 New
$18.6B
$2.43 Million 1.51% of portfolio
11,856
Q3 2025 New
$557B
$2.39 Million 1.48% of portfolio
7,006
Q3 2025 New
$224B
$2.35 Million 1.46% of portfolio
14,501
Q3 2025 New
$65.8B
$2.34 Million 1.45% of portfolio
10,200
Q3 2025 New
$108B
$2.31 Million 1.43% of portfolio
7,868
Q3 2025 New
$34.3B
$2.19 Million 1.36% of portfolio
8,727
Q3 2025 New
$42.2B
$2.15 Million 1.34% of portfolio
16,987
Q3 2025 New
$26.1B
$2.07 Million 1.29% of portfolio
8,456
Q3 2025 New
$117B
$2.04 Million 1.26% of portfolio
2,637
Q3 2025 New
$0
$1.97 Million 1.23% of portfolio
41,423
Q3 2025 Reduced 35.86%
$0
$1.43 Million 0.89% of portfolio
26,553
Q3 2025 Added 116.49%
$103B
$1.37 Million 0.85% of portfolio
18,222
Q3 2025 Added 23.05%
$4.35T
$1.18 Million 0.73% of portfolio
4,647
Q3 2025 Reduced 70.55%
$243B
$1.06 Million 0.66% of portfolio
6,357
Q3 2025 Added 31.18%
$0
$980,000 0.61% of portfolio
11,427
Q3 2025 Reduced 10.25%
$7.4B
$865,000 0.54% of portfolio
35,639
Q3 2025 Added 35.88%
$4.38B
$835,000 0.52% of portfolio
24,538
Q3 2025 New
$28.9B
$823,000 0.51% of portfolio
9,152
Q3 2025 New
$22.9B
$779,000 0.48% of portfolio
1,435
Q3 2025 Added 38.11%
$34.9B
$735,000 0.46% of portfolio
4,389
Q3 2025 Added 84.64%
$176B
$724,000 0.45% of portfolio
25,643
Q3 2025 Reduced -0.0%
$0
$721,000 0.45% of portfolio
2,919
Q3 2025 Added 6.81%
$2.47B
$716,000 0.44% of portfolio
9,886
Q3 2025 Added 34.39%
$31.8B
$704,000 0.44% of portfolio
3,564
Q3 2025 New
$66B
$705,000 0.44% of portfolio
2,993
Q3 2025 Added 37.93%
$58.9B
$676,000 0.42% of portfolio
23,912
Q3 2025 Added 0.0%
$101B
$663,000 0.41% of portfolio
10,041
Q3 2025 Added 0.01%
$157B
$668,000 0.41% of portfolio
3,373
Q3 2025 Added 38.75%
$30.1B
$640,000 0.4% of portfolio
1,924
Q3 2025 Added 56.17%

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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