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 Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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