Peak Financial Advisors LLC Top Holdings and 13F Report (2026) About Peak Financial Advisors LLCInvestment ActivityPeak Financial Advisors LLC has $225.86 million in total holdings as of March 31, 2026.Peak Financial Advisors LLC owns shares of 70 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 20.90% of the portfolio was purchased this quarter.About 22.66% of the portfolio was sold this quarter.This quarter, Peak Financial Advisors LLC has purchased 87 new stocks and bought additional shares in 25 stocks.Peak Financial Advisors LLC sold shares of 28 stocks and completely divested from 30 stocks this quarter.Largest Holdings TCW ETF TRUST $24,936,904Franklin Systematic Style Premia ETF $18,182,710SIMPLIFY EXCHANGE TRADED FUN $16,967,246SPDR Gold MiniShares Trust $15,333,429J P MORGAN EXCHANGE TRADED F $13,948,235 Largest New Holdings this Quarter 35473P546 - Franklin Systematic Style Premia ETF $18,182,710 Holding46434V878 - iShares Ultra Short-Term Bond Active ETF $5,423,518 Holding15189T107 - CenterPoint Energy $3,018,605 HoldingG76279101 - Roivant Sciences $2,933,236 Holding084670702 - Berkshire Hathaway $2,930,787 Holding Largest Purchases this Quarter Franklin Systematic Style Premia ETF 668,482 shares (about $18.18M)iShares Ultra Short-Term Bond Active ETF 107,142 shares (about $5.42M)CenterPoint Energy 69,940 shares (about $3.02M)Roivant Sciences 105,893 shares (about $2.93M)Berkshire Hathaway 6,116 shares (about $2.93M) Largest Sales this Quarter Simplify Managed Futures Strategy ETF 152,820 shares (about $4.62M)SPDR Gold MiniShares Trust 35,361 shares (about $3.28M)SIMPLIFY EXCHANGE TRADED FUN 31,526 shares (about $1.56M)SPDR Portfolio S&P 500 ETF 19,964 shares (about $1.53M)iShares MSCI India ETF 28,937 shares (about $1.36M) 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$24,936,904$285,179 ▼-1.1%635,01211.0%FLEXIBLE INCOMEFLSPFranklin Systematic Style Premia ETF$18,182,710$18,182,710 ▲New Holding668,4828.1%ETFSIMPLIFY EXCHANGE TRADED FUN$16,967,246$1,559,275 ▼-8.4%343,0507.5%MBS ETFGLDMSPDR Gold MiniShares Trust$15,333,429$3,277,611 ▼-17.6%165,4276.8%FinanceJ P MORGAN EXCHANGE TRADED F$13,948,235$1,014,638 ▼-6.8%259,4066.2%ACTIVE BOND ETFCTASimplify Managed Futures Strategy ETF$13,005,504$4,618,218 ▼-26.2%430,3615.8%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$10,994,648$143,806 ▼-1.3%117,0524.9%ETFICSHiShares Ultra Short-Term Bond Active ETF$5,423,518$5,423,518 ▲New Holding107,1422.4%ETFAMZNAmazon.com$4,993,273$629,600 ▲14.4%23,9752.2%Retail/WholesaleCNQCanadian Natural Resources$4,572,823$14,132 ▲0.3%93,8402.0%EnergyCIENCiena$4,408,740$93,175 ▼-2.1%11,3562.0%Computer and TechnologyAPAAPA$4,361,738$20,201 ▼-0.5%102,7741.9%EnergyINDAiShares MSCI India ETF$4,015,005$1,355,416 ▼-25.2%85,7171.8%ETFTRGPTarga Resources$3,519,798$15,796 ▼-0.4%14,0381.6%EnergyNFLXNetflix$3,427,459$523,056 ▲18.0%35,6471.5%Consumer DiscretionarySPMOInvesco S&P 500 Momentum ETF$3,342,599$803,278 ▼-19.4%29,8151.5%ETFCOSTCostco Wholesale$3,258,985$1,993 ▼-0.1%3,2711.4%Retail/WholesaleNVDANVIDIA$3,246,979$2,125,238 ▲189.5%18,6181.4%Computer and TechnologyFDXFedEx$3,205,264$48,084 ▼-1.5%8,9991.4%TransportationJNJJohnson & Johnson$3,050,036$127,350 ▲4.4%12,4781.4%MedicalCNPCenterPoint Energy$3,018,605$3,018,605 ▲New Holding69,9401.3%UtilitiesAXPAmerican Express$2,982,974$96,488 ▲3.3%9,8621.3%FinanceROIVRoivant Sciences$2,933,236$2,933,236 ▲New Holding105,8931.3%MedicalBRK.BBerkshire Hathaway$2,930,787$2,930,787 ▲New Holding6,1161.3%FinanceWALMART INC$2,786,855$1,243 ▼0.0%22,4241.2%COMCWCurtiss-Wright$2,727,204$4,768 ▼-0.2%4,0041.2%AerospaceESIElement Solutions$2,727,204$2,936 ▲0.1%79,8831.2%Basic MaterialsBRXBrixmor Property Group$2,576,736$112,838 ▲4.6%89,4701.1%FinanceETNEaton$2,447,893$2,447,893 ▲New Holding6,8441.1%IndustrialsMAMastercard$2,353,650$71,943 ▼-3.0%4,7111.0%Business ServicesCOWZPacer US Cash Cows 100 ETF$2,186,347$2,186,347 ▲New Holding34,9481.0%ETFCVSCVS Health$2,183,811$510,851 ▼-19.0%30,4071.0%MedicalTE CONNECTIVITY PLC$2,180,706$19,648 ▲0.9%10,4331.0%ORD SHSMTHMeritage Homes$2,044,416$1,855 ▼-0.1%33,0600.9%ConstructionWMGWarner Music Group$1,910,225$18,185 ▼-0.9%74,7930.8%Consumer DiscretionaryHOODRobinhood Markets$1,809,977$1,809,977 ▲New Holding26,1180.8%FinanceURAGlobal X Uranium ETF$1,724,237$678 ▼0.0%35,6030.8%ETFBSXBoston Scientific$1,548,356$326,614 ▲26.7%24,6750.7%MedicalTWLOTwilio$1,544,063$1,544,063 ▲New Holding12,2720.7%Computer and TechnologyADSKAutodesk$1,252,301$422,301 ▲50.9%5,2310.6%Computer and TechnologyAAPLApple$1,159,820$508 ▲0.0%4,5700.5%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$922,518$182,473 ▼-16.5%9,5400.4%ETFQQQMInvesco NASDAQ 100 ETF$845,752$259,975 ▲44.4%3,5590.4%ETFKMIKinder Morgan$783,971$5,264 ▲0.7%23,3810.3%EnergyBOXXAlpha Architect 1-3 Month Box ETF$761,118$761,118 ▲New Holding6,5450.3%ETFTAT&T$700,214$7,450 ▲1.1%24,1540.3%Computer and TechnologyENBEnbridge$649,3550.0%11,9940.3%EnergyMOAltria Group$646,759$1,914 ▼-0.3%9,8010.3%Consumer StaplesSABA CAPITAL INCOME & OPRNT$592,705$21,939 ▲3.8%87,9380.3%SHS NEWGSThe Goldman Sachs Group$592,067$2,537 ▲0.4%7000.3%FinanceAMERICAN HEALTHCARE REIT INC$584,753$12,781 ▼-2.1%12,3990.3%COM SHSNSANational Storage Affiliates Trust$548,938$8,378 ▲1.5%14,5450.2%FinanceDUKDuke Energy$530,703$4,190 ▲0.8%4,0530.2%UtilitiesXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$495,200$495,200 ▲New Holding10,0000.2%ETFNNNNNN REIT$487,240$6,725 ▲1.4%11,5930.2%FinanceOMFOneMain$485,752$5,189 ▲1.1%9,0810.2%FinanceSPLGSPDR Portfolio S&P 500 ETF$482,857$1,527,937 ▼-76.0%6,3090.2%ETFSTAGStag Industrial$480,6610.0%13,3290.2%FinanceMCMoelis & Company$480,019$4,902 ▼-1.0%8,4210.2%FinanceNLYAnnaly Capital Management$475,241$475,241 ▲New Holding22,4700.2%FinanceSTWDStarwood Property Trust$441,936$9,626 ▲2.2%25,6640.2%FinanceVICIVICI Properties$440,048$3,497 ▲0.8%16,1070.2%FinanceAMTAmerican Tower$420,671$5,694 ▲1.4%2,4380.2%FinanceMILLROSE PPTYS INC$401,604$20,216 ▲5.3%14,3430.2%COM CL ASPHYSPDR Portfolio High Yield Bond ETF$338,207$60,771 ▼-15.2%14,5030.1%ETFIWFiShares Russell 1000 Growth ETF$313,404$29,422 ▼-8.6%7350.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$241,935$186,441 ▼-43.5%9,4430.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$230,685$230,685 ▲New Holding4,5250.1%ETFJPMJPMorgan Chase & Co.$204,4410.0%6950.1%FinanceSOTKSono-Tek$58,9550.0%14,5210.0%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$0$3,430,380 ▼-100.0%00.0%ETFMUMicron Technology$0$2,902,620 ▼-100.0%00.0%Computer and TechnologyMDGLMadrigal Pharmaceuticals$0$2,600,730 ▼-100.0%00.0%MedicalDHRDanaher$0$2,435,251 ▼-100.0%00.0%MedicalGRAYSCALE BITCOIN MINI TR ET$0$2,359,780 ▼-100.0%00.0%SHS NEWSRESempra Energy$0$2,344,276 ▼-100.0%00.0%UtilitiesMTBM&T Bank$0$2,116,547 ▼-100.0%00.0%FinanceXLFFinancial Select Sector SPDR Fund$0$1,919,031 ▼-100.0%00.0%ETFLPLALPL Financial$0$1,784,421 ▼-100.0%00.0%FinanceHUBSHubSpot$0$1,637,304 ▼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$784,915 ▼-100.0%00.0%Computer and TechnologyORCLOracle$0$759,564 ▼-100.0%00.0%Computer and TechnologyMPWRMonolithic Power Systems$0$715,118 ▼-100.0%00.0%Computer and TechnologyLAM RESEARCH CORP$0$684,035 ▼-100.0%00.0%COM NEWARISTA NETWORKS INC$0$637,199 ▼-100.0%00.0%COM SHSPMPhilip Morris International$0$630,372 ▼-100.0%00.0%Consumer StaplesGRMNGarmin$0$627,618 ▼-100.0%00.0%Computer and TechnologyFFIVF5$0$617,984 ▼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$611,903 ▼-100.0%00.0%Computer and TechnologyCDNSCadence Design Systems$0$610,781 ▼-100.0%00.0%Computer and TechnologyKLACKLA$0$609,970 ▼-100.0%00.0%Computer and TechnologyALLEAllegion$0$604,240 ▼-100.0%00.0%IndustrialsADPAutomatic Data Processing$0$592,401 ▼-100.0%00.0%Computer and TechnologyRSGRepublic Services$0$588,742 ▼-100.0%00.0%Business ServicesFASTFastenal$0$586,139 ▼-100.0%00.0%Retail/WholesaleVRSNVeriSign$0$579,436 ▼-100.0%00.0%Computer and TechnologyTSCOTractor Supply$0$567,013 ▼-100.0%00.0%Retail/WholesaleAZOAutoZone$0$542,640 ▼-100.0%00.0%Retail/WholesaleHEI.AHeico$0$230,216 ▼-100.0%00.0%AerospaceTMOThermo Fisher Scientific$0$213,817 ▼-100.0%00.0%MedicalShowing 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. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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