Peak Financial Advisors LLC Top Holdings and 13F Report (2026) About Peak Financial Advisors LLCInvestment ActivityPeak Financial Advisors LLC has $241.51 million in total holdings as of June 30, 2026.Peak Financial Advisors LLC owns shares of 78 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 31.32% of the portfolio was purchased this quarter.About 25.07% of the portfolio was sold this quarter.This quarter, Peak Financial Advisors LLC has purchased 70 new stocks and bought additional shares in 34 stocks.Peak Financial Advisors LLC sold shares of 19 stocks and completely divested from 12 stocks this quarter.Largest Holdings TCW ETF TRUST $34,888,900Franklin Systematic Style Premia ETF $21,237,344iShares MBS ETF $19,740,008SPDR Gold MiniShares Trust $13,814,950iShares J.P. Morgan USD Emerging Markets Bond ETF $11,369,433 Largest New Holdings this Quarter 464288588 - iShares MBS ETF $19,740,008 Holding532457108 - Eli Lilly and Company $3,888,552 Holding28176E108 - Edwards Lifesciences $3,630,250 Holding16411R208 - CHENIERE ENERGY INC $2,703,442 Holding92826C839 - Visa $2,694,629 Holding Largest Purchases this Quarter iShares MBS ETF 208,845 shares (about $19.74M)TCW ETF TRUST 254,784 shares (about $9.99M)Eli Lilly and Company 3,242 shares (about $3.89M)Edwards Lifesciences 40,131 shares (about $3.63M)Franklin Systematic Style Premia ETF 98,486 shares (about $2.73M) Largest Sales this Quarter SIMPLIFY EXCHANGE TRADED FUN 336,545 shares (about $16.51M)iShares Ultra Short-Term Bond Active ETF 100,376 shares (about $5.08M)Mastercard 3,276 shares (about $1.68M)iShares MSCI India ETF 9,648 shares (about $476.52K)NVIDIA 2,228 shares (about $445.79K) 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$34,888,900$9,990,080 â–²40.1%889,79614.4%FLEXIBLE INCOMEFLSPFranklin Systematic Style Premia ETF$21,237,344$2,727,077 â–²14.7%766,9688.8%ETFMBBiShares MBS ETF$19,740,008$19,740,008 â–²New Holding208,8458.2%ETFGLDMSPDR Gold MiniShares Trust$13,814,950$676,738 â–²5.2%173,9485.7%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$11,369,433$80,913 â–²0.7%117,8914.7%ETFCTASimplify Managed Futures Strategy ETF$11,091,404$72,165 â–¼-0.6%427,5794.6%ETFAMZNAmazon.com$6,186,353$472,152 â–²8.3%25,9562.6%Retail/WholesaleCIENCiena$5,185,219$385,580 â–¼-6.9%10,5702.1%Computer and TechnologySPMOInvesco S&P 500 Momentum ETF$4,749,770$66,555 â–¼-1.4%29,4032.0%ETFJNJJohnson & Johnson$4,581,918$1,412,849 â–²44.6%18,0411.9%MedicalCNPCenterPoint Energy$4,019,271$939,110 â–²30.5%91,2641.7%UtilitiesBRK.BBerkshire Hathaway$4,018,132$957,747 â–²31.3%8,0301.7%FinanceLLYEli Lilly and Company$3,888,552$3,888,552 â–²New Holding3,2421.6%MedicalESIElement Solutions$3,864,404$49,994 â–²1.3%80,9301.6%Basic MaterialsCVSCVS Health$3,793,077$647,490 â–²20.6%36,6661.6%MedicalINDAiShares MSCI India ETF$3,757,070$476,518 â–¼-11.3%76,0691.6%ETFEWEdwards Lifesciences$3,630,250$3,630,250 â–²New Holding40,1311.5%MedicalCNQCanadian Natural Resources$3,520,438$186,243 â–¼-5.0%89,1251.5%EnergyBRXBrixmor Property Group$3,455,677$634,697 â–²22.5%109,6001.4%FinanceCWCurtiss-Wright$3,412,254$378,129 â–²12.5%4,5031.4%AerospaceETNEaton$3,395,324$478,959 â–²16.4%7,9681.4%IndustrialsAPAAPA$3,336,553$10,781 â–¼-0.3%102,4431.4%EnergyFDXFedEx$3,283,905$465,953 â–²16.5%10,4871.4%TransportationNVDANVIDIA$3,279,381$445,788 â–¼-12.0%16,3901.4%Computer and TechnologyCOSTCostco Wholesale$3,177,679$117,865 â–²3.9%3,3971.3%Retail/WholesaleWALMART INC$2,922,446$382,705 â–²15.1%25,8031.2%COMCHENIERE ENERGY INC$2,703,442$2,703,442 â–²New Holding11,3111.1%COM NEWNFLXNetflix$2,695,421$150,226 â–²5.9%37,7511.1%Consumer DiscretionaryVVisa$2,694,629$2,694,629 â–²New Holding7,8541.1%Business ServicesDEFINIUM THERAPEUTICS INC$2,677,282$2,677,282 â–²New Holding56,9151.1%COM SHSBWABorgWarner$2,483,692$2,483,692 â–²New Holding37,4051.0%Auto/Tires/TrucksUNMUnum Group$2,435,882$2,435,882 â–²New Holding27,2471.0%FinanceCOWZPacer US Cash Cows 100 ETF$2,242,497$68,731 â–²3.2%36,0530.9%ETFMSMorgan Stanley$2,156,299$2,156,299 â–²New Holding10,3150.9%FinanceLYVLive Nation Entertainment$2,103,018$2,103,018 â–²New Holding11,4850.9%Consumer DiscretionaryJAMES HARDIE INDS PLC$2,079,582$2,079,582 â–²New Holding79,4340.9%ORD SHSDIANTHUS THERAPEUTICS INC$1,919,284$1,919,284 â–²New Holding19,6890.8%COMADSKAutodesk$1,790,803$773,792 â–²76.1%9,2110.7%Computer and TechnologyURAGlobal X Uranium ETF$1,605,567$49,730 â–²3.2%36,7410.7%ETFMDBMongoDB$1,564,286$1,564,286 â–²New Holding4,6570.6%Computer and TechnologyBEONE MEDICINES LTD$1,378,115$1,378,115 â–²New Holding4,8360.6%SPONSORED ADSAAPLApple$1,322,3760.0%4,5700.5%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$908,610$83,168 â–¼-8.4%8,7400.4%ETFQQQMInvesco NASDAQ 100 ETF$886,621$191,808 â–¼-17.8%2,9260.4%ETFFEDEX FGHT HLDG CO INC$785,049$785,049 â–²New Holding5,1990.3%COMMON STOCKBOXXAlpha Architect 1-3 Month Box ETF$766,3540.0%6,5450.3%ETFMAMastercard$737,065$1,682,665 â–¼-69.5%1,4350.3%Business ServicesKMIKinder Morgan$722,834$24,649 â–¼-3.3%22,6100.3%EnergyGSThe Goldman Sachs Group$696,276$12,144 â–¼-1.7%6880.3%FinanceMOAltria Group$692,067$13,095 â–¼-1.9%9,6190.3%Consumer StaplesENBEnbridge$650,1950.0%11,9940.3%EnergyAMERICAN HEALTHCARE REIT INC$649,751$3,129 â–²0.5%12,4590.3%COM SHSSABA CAPITAL INCOME & OPRNT$591,275$13,521 â–²2.3%89,9960.2%SHS NEWSPLGSPDR Portfolio S&P 500 ETF$575,371$20,916 â–²3.8%6,5470.2%ETFOMFOneMain$559,994$6,341 â–²1.1%9,1850.2%FinanceMCMoelis & Company$551,060$131 â–²0.0%8,4230.2%FinanceNNNNNN REIT$544,132$4,700 â–²0.9%11,6940.2%FinanceNSANational Storage Affiliates Trust$526,975$119,848 â–¼-18.5%11,8500.2%FinanceDUKDuke Energy$515,541$2,532 â–²0.5%4,0730.2%UtilitiesNLYAnnaly Capital Management$514,518$12,097 â–²2.4%23,0110.2%FinanceSTAGStag Industrial$512,435$5,138 â–²1.0%13,4640.2%FinanceTAT&T$493,314$6,665 â–¼-1.3%23,8320.2%Computer and TechnologyVICIVICI Properties$450,977$23,337 â–²5.5%16,9860.2%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$449,973$219,198 â–²95.0%8,8230.2%ETFSTWDStarwood Property Trust$447,652$27,273 â–²6.5%27,3290.2%FinanceMILLROSE PPTYS INC$440,335$9,316 â–²2.2%14,6530.2%COM CL AAMTAmerican Tower$398,157$654 â–¼-0.2%2,4340.2%FinanceAMATApplied Materials$369,453$369,453 â–²New Holding5110.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$365,060$273,795 â–²300.0%2,9400.2%ETFICSHiShares Ultra Short-Term Bond Active ETF$342,237$5,077,207 â–¼-93.7%6,7660.1%ETFVANGUARD INSTL INDEX FD$332,129$332,129 â–²New Holding4,3890.1%0 3 MO TR BI ETFSPHYSPDR Portfolio High Yield Bond ETF$331,570$8,392 â–¼-2.5%14,1450.1%ETFSIMPLIFY EXCHANGE TRADED FUN$319,200$16,514,245 â–¼-98.1%6,5050.1%MBS ETFJPMJPMorgan Chase & Co.$227,4940.0%6950.1%FinanceMPWRMonolithic Power Systems$210,119$210,119 â–²New Holding1520.1%Computer and TechnologyHEI.AHeico$200,912$200,912 â–²New Holding7790.1%AerospaceSPYSPDR S&P 500 ETF Trust$200,881$200,881 â–²New Holding2690.1%FinanceSOTKSono-Tek$88,8690.0%14,5210.0%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$0$13,948,235 â–¼-100.0%00.0%ACTIVE BOND ETFTRGPTarga Resources$0$3,519,798 â–¼-100.0%00.0%EnergyAXPAmerican Express$0$2,982,974 â–¼-100.0%00.0%FinanceROIVRoivant Sciences$0$2,933,236 â–¼-100.0%00.0%MedicalTE CONNECTIVITY PLC$0$2,180,706 â–¼-100.0%00.0%ORD SHSMTHMeritage Homes$0$2,044,416 â–¼-100.0%00.0%ConstructionWMGWarner Music Group$0$1,910,225 â–¼-100.0%00.0%Consumer DiscretionaryHOODRobinhood Markets$0$1,809,977 â–¼-100.0%00.0%FinanceBSXBoston Scientific$0$1,548,356 â–¼-100.0%00.0%MedicalTWLOTwilio$0$1,544,063 â–¼-100.0%00.0%Computer and TechnologyXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$0$495,200 â–¼-100.0%00.0%ETFSPABSPDR Portfolio Aggregate Bond ETF$0$241,935 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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