Peak Financial Advisors LLC Top Holdings and 13F Report (2025) About Peak Financial Advisors LLCInvestment ActivityPeak Financial Advisors LLC has $195.30 million in total holdings as of June 30, 2025.Peak Financial Advisors LLC owns shares of 87 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 39.90% of the portfolio was purchased this quarter.About 44.49% of the portfolio was sold this quarter.This quarter, Peak Financial Advisors LLC has purchased 72 new stocks and bought additional shares in 21 stocks.Peak Financial Advisors LLC sold shares of 22 stocks and completely divested from 28 stocks this quarter.Largest Holdings TCW ETF TRUST $21,589,368SPDR Gold MiniShares Trust $16,296,986Simplify Managed Futures Strategy ETF $14,449,624SIMPLIFY EXCHANGE TRADED FUN $14,123,233VanEck Fallen Angel High Yield Bond ETF $8,029,471 Largest New Holdings this Quarter 46138E339 - Invesco S&P 500 Momentum ETF $3,835,902 Holding931142103 - Walmart $2,976,130 Holding315616102 - F5 $2,668,305 Holding92343E102 - VeriSign $2,664,469 Holding67103H107 - O'Reilly Automotive $2,536,529 Holding Largest Purchases this Quarter TCW ETF TRUST 398,263 shares (about $15.71M)Simplify Managed Futures Strategy ETF 213,303 shares (about $5.70M)Invesco S&P 500 Momentum ETF 34,106 shares (about $3.84M)Walmart 30,437 shares (about $2.98M)F5 9,066 shares (about $2.67M) Largest Sales this Quarter SIMPLIFY EXCHANGE TRADED FUN 87,276 shares (about $4.37M)NVIDIA 27,351 shares (about $4.32M)VanEck Fallen Angel High Yield Bond ETF 45,204 shares (about $1.32M)Invesco NASDAQ 100 ETF 5,717 shares (about $1.30M)VanEck Morningstar Wide Moat ETF 9,777 shares (about $916.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeak Financial Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTCW ETF TRUST$21,589,368$15,711,476 ▲267.3%547,25911.1%FLEXIBLE INCOMEGLDMSPDR Gold MiniShares Trust$16,296,986$1,635,379 ▲11.2%248,7338.3%FinanceCTASimplify Managed Futures Strategy ETF$14,449,624$5,703,721 ▲65.2%540,3757.4%ETFSIMPLIFY EXCHANGE TRADED FUN$14,123,233$4,371,657 ▼-23.6%281,9577.2%MBS ETFANGLVanEck Fallen Angel High Yield Bond ETF$8,029,471$1,323,571 ▼-14.2%274,2314.1%ManufacturingEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$7,378,049$784,587 ▲11.9%79,6593.8%ETFINDAiShares MSCI India ETF$7,122,420$75,558 ▼-1.0%127,9173.6%ETFCOSTCostco Wholesale$5,441,960$2,012,644 ▲58.7%5,4972.8%Retail/WholesaleNFLXNetflix$4,459,303$183,461 ▲4.3%3,3302.3%Consumer DiscretionaryAMZNAmazon.com$4,058,934$457,647 ▲12.7%18,5012.1%Retail/WholesaleSPMOInvesco S&P 500 Momentum ETF$3,835,902$3,835,902 ▲New Holding34,1062.0%ETFIGViShares Expanded Tech-Software Sector ETF$3,473,559$116,508 ▲3.5%31,7221.8%ETFAXPAmerican Express$3,312,760$76,559 ▼-2.3%10,3851.7%FinanceAAPLApple$3,236,967$399,261 ▼-11.0%15,7771.7%Computer and TechnologyWMTWalmart$2,976,130$2,976,130 ▲New Holding30,4371.5%Retail/WholesaleMMM3M$2,748,236$675,032 ▼-19.7%18,0521.4%Multi-Sector ConglomeratesCNQCanadian Natural Resources$2,696,287$270,542 ▲11.2%85,8691.4%EnergyFFIVF5$2,668,305$2,668,305 ▲New Holding9,0661.4%Computer and TechnologyVRSNVeriSign$2,664,469$2,664,469 ▲New Holding9,2261.4%Computer and TechnologyARISTA NETWORKS INC$2,649,931$304,781 ▼-10.3%25,9011.4%COM SHSORLYO'Reilly Automotive$2,536,529$2,536,529 ▲New Holding28,1431.3%Retail/WholesaleMSIMotorola Solutions$2,534,953$2,534,953 ▲New Holding6,0291.3%Computer and TechnologyCORPAY INC$2,517,850$2,517,850 ▲New Holding7,5881.3%COM SHSURAGlobal X Uranium ETF$2,506,418$46,106 ▼-1.8%64,5821.3%ETFBROBrown & Brown$2,483,488$2,483,488 ▲New Holding22,4001.3%FinanceWATWaters$2,470,854$423,385 ▼-14.6%7,0791.3%MedicalMSCIMSCI$2,469,024$547,326 ▼-18.1%4,2811.3%FinanceCPRTCopart$2,467,092$2,467,092 ▲New Holding50,2771.3%Business ServicesAONAON$2,464,498$2,464,498 ▲New Holding6,9081.3%FinanceSNASnap-On$2,434,050$2,434,050 ▲New Holding7,8221.2%Consumer DiscretionaryMMCMarsh & McLennan Companies$2,390,610$2,390,610 ▲New Holding10,9341.2%FinanceFICOFair Isaac$2,370,864$480,753 ▼-16.9%1,2971.2%Computer and TechnologyUNHUnitedHealth Group$2,298,595$2,298,595 ▲New Holding7,3681.2%MedicalAZOAutoZone$2,245,899$2,245,899 ▲New Holding6051.2%Retail/WholesaleETF OPPORTUNITIES TRUST$1,644,199$716,019 ▲77.1%61,8120.8%SMI 3FOURTEEN FUMOATVanEck Morningstar Wide Moat ETF$1,194,134$916,985 ▼-43.4%12,7320.6%ETFCVSCVS Health$1,021,525$1,021,525 ▲New Holding14,8090.5%MedicalTAT&T$742,146$14,586 ▲2.0%25,6440.4%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$720,431$125,972 ▼-14.9%9,9110.4%ETFKMIKinder Morgan$702,971$1,735 ▼-0.2%23,9110.4%EnergyXLFFinancial Select Sector SPDR Fund$642,318$244,673 ▼-27.6%12,2650.3%ETFQQQMInvesco NASDAQ 100 ETF$620,664$1,298,330 ▼-67.7%2,7330.3%ETFXLCCommunication Services Select Sector SPDR Fund$604,512$543 ▲0.1%5,5700.3%ETFMUMicron Technology$597,270$597,270 ▲New Holding4,8460.3%Computer and TechnologyMOAltria Group$588,616$1,524 ▼-0.3%10,0400.3%Consumer StaplesVRTVertiv$560,381$560,381 ▲New Holding4,3640.3%Computer and TechnologyOMFOneMain$555,185$1,425 ▼-0.3%9,7400.3%FinanceENBEnbridge$553,221$1,858 ▼-0.3%12,2070.3%EnergyMCMoelis & Company$549,293$15,393 ▲2.9%8,8140.3%FinanceVSTVistra$546,738$546,738 ▲New Holding2,8210.3%UtilitiesVICIVICI Properties$512,470$19,593 ▲4.0%15,7200.3%FinanceSABA CAPITAL INCOME & OPRNT$511,253$9,116 ▲1.8%63,4310.3%SHS NEWAMTAmerican Tower$507,764$3,316 ▲0.7%2,2970.3%FinanceCWCurtiss-Wright$507,603$507,603 ▲New Holding1,0390.3%AerospaceCTVACorteva$504,941$504,941 ▲New Holding6,7750.3%Consumer StaplesGSThe Goldman Sachs Group$504,626$504,626 ▲New Holding7130.3%FinanceTE CONNECTIVITY PLC$500,107$500,107 ▲New Holding2,9650.3%ORD SHSATIATI$495,160$495,160 ▲New Holding5,7350.3%Basic MaterialsFDXFedEx$493,263$493,263 ▲New Holding2,1700.3%TransportationMTHMeritage Homes$492,631$492,631 ▲New Holding7,3560.3%ConstructionKNSLKinsale Capital Group$491,159$491,159 ▲New Holding1,0150.3%FinanceBRXBrixmor Property Group$489,109$489,109 ▲New Holding18,7830.3%FinanceBSXBoston Scientific$488,823$488,823 ▲New Holding4,5510.3%MedicalSTAGStag Industrial$488,497$38,057 ▲8.4%13,4650.3%FinanceSPHYSPDR Portfolio High Yield Bond ETF$488,257$124,807 ▲34.3%20,5150.3%ETFCYBRCyberArk Software$487,035$487,035 ▲New Holding1,1970.2%Computer and TechnologyNNNNNN REIT$485,375$1,641 ▲0.3%11,2410.2%FinanceNVDANVIDIA$481,396$4,321,189 ▼-90.0%3,0470.2%Computer and TechnologyDHRDanaher$480,220$480,220 ▲New Holding2,4310.2%MedicalAPAAPA$479,710$479,710 ▲New Holding26,2280.2%EnergySTWDStarwood Property Trust$479,645$26,492 ▲5.8%23,8990.2%FinanceAMERICAN HEALTHCARE REIT INC$479,042$443,589 ▼-48.1%13,0390.2%COM SHSTWLOTwilio$476,423$476,423 ▲New Holding3,8310.2%Computer and TechnologyROIVRoivant Sciences$471,988$471,988 ▲New Holding41,8800.2%MedicalLPLALPL Financial$461,963$461,963 ▲New Holding1,2320.2%FinanceJNJJohnson & Johnson$459,650$459,650 ▲New Holding3,0090.2%MedicalDUKDuke Energy$450,878$450,878 ▲New Holding3,8210.2%UtilitiesMAMastercard$446,180$446,180 ▲New Holding7940.2%Business ServicesTRGPTarga Resources$413,788$413,788 ▲New Holding2,3770.2%EnergyNSANational Storage Affiliates Trust$412,337$29,174 ▲7.6%12,8900.2%FinanceIWFiShares Russell 1000 Growth ETF$341,362$36,089 ▼-9.6%8040.2%ETFMILLROSE PPTYS INC$327,209$327,209 ▲New Holding11,4770.2%COM CL ASPABSPDR Portfolio Aggregate Bond ETF$238,029$238,029 ▲New Holding9,2980.1%ETFHEI.AHeico$235,980$235,980 ▲New Holding9120.1%AerospacePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$209,409$209,409 ▲New Holding16,0590.1%ManufacturingJPMJPMorgan Chase & Co.$201,487$201,487 ▲New Holding6950.1%FinanceSOTKSono-Tek$54,4860.0%14,5210.0%Computer and TechnologyBUCKSimplify Treasury Option Income ETF$0$13,049,422 ▼-100.0%00.0%ETFSVOLSimplify Volatility Premium ETF$0$9,133,342 ▼-100.0%00.0%ETFCTASCintas$0$3,355,894 ▼-100.0%00.0%Business ServicesMKTXMarketAxess$0$3,074,766 ▼-100.0%00.0%FinanceRMDResMed$0$2,970,713 ▼-100.0%00.0%MedicalAPHAmphenol$0$2,964,274 ▼-100.0%00.0%Computer and TechnologyGWWW.W. Grainger$0$2,961,514 ▼-100.0%00.0%IndustrialsLMTLockheed Martin$0$2,933,545 ▼-100.0%00.0%AerospaceAPDAir Products and Chemicals$0$2,861,904 ▼-100.0%00.0%Basic MaterialsTTTrane Technologies$0$2,826,759 ▼-100.0%00.0%ConstructionLDOSLeidos$0$2,818,627 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$2,792,644 ▼-100.0%00.0%Computer and TechnologyXMHQInvesco S&P MidCap Quality ETF$0$2,707,824 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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