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 $200 Billions or more

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
$283B
$2.3 Million 1.52% of portfolio
7,368
Q2 2025 New
$200B
$742,000 0.49% of portfolio
25,644
Q2 2025 Added 2.0%
$238B
$504,000 0.33% of portfolio
713
Q2 2025 New
$406B
$481,000 0.32% of portfolio
3,047
Q2 2025 Reduced 89.98%
$409B
$459,000 0.3% of portfolio
3,009
Q2 2025 New
$539B
$446,000 0.3% of portfolio
794
Q2 2025 New
$831B
$201,000 0.13% of portfolio
695
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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