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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$435B
$5.44 Million 3.61% of portfolio
5,497
Q2 2025 Added 58.69%
$573B
$4.46 Million 2.96% of portfolio
3,330
Q2 2025 Added 4.29%
$2.27T
$4.06 Million 2.69% of portfolio
18,501
Q2 2025 Added 12.71%
$237B
$3.31 Million 2.2% of portfolio
10,385
Q2 2025 Reduced 2.26%
$3.39T
$3.24 Million 2.15% of portfolio
15,777
Q2 2025 Reduced 10.98%
$263B
$2.98 Million 1.97% of portfolio
30,437
Q2 2025 New
$86.2B
$2.75 Million 1.82% of portfolio
18,052
Q2 2025 Reduced 19.72%
$36.9B
$2.7 Million 1.79% of portfolio
85,869
Q2 2025 Added 11.15%
$18.1B
$2.67 Million 1.77% of portfolio
9,066
Q2 2025 New
$30.7B
$2.66 Million 1.77% of portfolio
9,226
Q2 2025 New
$5.81B
$2.54 Million 1.68% of portfolio
28,143
Q2 2025 New
$69.7B
$2.53 Million 1.68% of portfolio
6,029
Q2 2025 New
$30.5B
$2.48 Million 1.65% of portfolio
22,400
Q2 2025 New
$20.9B
$2.47 Million 1.64% of portfolio
7,079
Q2 2025 Reduced 14.63%
$46.5B
$2.47 Million 1.64% of portfolio
4,281
Q2 2025 Reduced 18.15%
$11.3B
$2.47 Million 1.64% of portfolio
50,277
Q2 2025 New
$16.9B
$2.43 Million 1.61% of portfolio
7,822
Q2 2025 New
$106B
$2.39 Million 1.58% of portfolio
10,934
Q2 2025 New
$40.2B
$2.37 Million 1.57% of portfolio
1,297
Q2 2025 Reduced 16.86%
$283B
$2.3 Million 1.52% of portfolio
7,368
Q2 2025 New
$71B
$2.25 Million 1.49% of portfolio
605
Q2 2025 New
$87.5B
$1.02 Million 0.68% of portfolio
14,809
Q2 2025 New
$200B
$742,000 0.49% of portfolio
25,644
Q2 2025 Added 2.0%
$62.5B
$702,000 0.47% of portfolio
23,911
Q2 2025 Reduced 0.25%
$133B
$597,000 0.4% of portfolio
4,846
Q2 2025 New
$103B
$588,000 0.39% of portfolio
10,040
Q2 2025 Reduced 0.26%
$88.7B
$553,000 0.37% of portfolio
12,207
Q2 2025 Reduced 0.33%
$7.3B
$555,000 0.37% of portfolio
9,740
Q2 2025 Reduced 0.26%
$4.16B
$549,000 0.36% of portfolio
8,814
Q2 2025 Added 2.88%
$82B
$546,000 0.36% of portfolio
2,821
Q2 2025 New
$18.6B
$507,000 0.34% of portfolio
1,039
Q2 2025 New
$103B
$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%
$54.8B
$504,000 0.33% of portfolio
6,775
Q2 2025 New
$2.71B
$492,000 0.33% of portfolio
7,356
Q2 2025 New
$61.5B
$493,000 0.33% of portfolio
2,170
Q2 2025 New
$11.4B
$495,000 0.33% of portfolio
5,735
Q2 2025 New
$238B
$504,000 0.33% of portfolio
713
Q2 2025 New
$11.2B
$491,000 0.33% of portfolio
1,015
Q2 2025 New
$6.41B
$479,000 0.32% of portfolio
23,899
Q2 2025 Added 5.85%
$6.38B
$479,000 0.32% of portfolio
26,228
Q2 2025 New
$21.1B
$476,000 0.32% of portfolio
3,831
Q2 2025 New
$147B
$488,000 0.32% of portfolio
4,551
Q2 2025 New
$146B
$480,000 0.32% of portfolio
2,431
Q2 2025 New
$406B
$481,000 0.32% of portfolio
3,047
Q2 2025 Reduced 89.98%
$16.5B
$487,000 0.32% of portfolio
1,197
Q2 2025 New
$6.48B
$488,000 0.32% of portfolio
13,465
Q2 2025 Added 8.45%
$7.59B
$485,000 0.32% of portfolio
11,241
Q2 2025 Added 0.34%

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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