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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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
$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
$73.8B
$2.46 Million 1.63% of portfolio
6,908
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%
$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
$62.5B
$702,000 0.47% of portfolio
23,911
Q2 2025 Reduced 0.25%
$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%
$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%
$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
$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
$11.2B
$491,000 0.33% of portfolio
1,015
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
$16.5B
$487,000 0.32% of portfolio
1,197
Q2 2025 New
$30.4B
$461,000 0.31% of portfolio
1,232
Q2 2025 New
$90.2B
$450,000 0.3% of portfolio
3,821
Q2 2025 New
$38.7B
$413,000 0.27% of portfolio
2,377
Q2 2025 New
$32.7B
$378,000 0.25% of portfolio
4,364
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
Track This Portfolio

Track Peak Financial Advisors LLC Portfolio

Follow Peak Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email