PEAK FINANCIAL ADVISORS LLC Portfolio Holdings - 13F Filings | 13F Fund Database
PEAK FINANCIAL ADVISORS LLC 13F Holdings
CIK 0001843309 · DENVER, CO
As of Sep 30, 2025, PEAK FINANCIAL ADVISORS LLC reported
85 positions worth $208.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| TCW FLEXIBLE INCOME ETF | FLXR | — | 625,320 | $24.9M | 11.94% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 249,333 |
|
9.1M9.15% |
| SIMPLIFY MANAGED FUTURES STRATEGY ETF | CTA | — | 580,773 |
6.2M | 7.79% |
| SIMPLIFY MBS ETF | MTBA | — | 298,593 |
5.0M | 7.21% |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | — | 79,896 | $7.6M | 3.65% |
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | ANGL | — | 236,382 | $7.0M | 3.37% |
| ISHARES MSCI INDIA ETF | INDA | — | 114,995 | $6.0M | 2.87% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 5,867 | $5.4M | 2.61% |
| INVESCO S&P 500 MOMENTUM ETF | SPMO | — | 36,643 | $4.4M | 2.13% |
| AMAZON.COM INC | AMZN | Equity | 18,915 | $4.2M | 1.99% |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | IGV | — | 31,974 | $3.7M | 1.76% |
| NETFLIX INC | NFLX | Communication Services | 3,066 | $3.7M | 1.76% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 10,327 | $3.4M | 1.65% |
| ORACLE CORP | ORCL | Technology | 11,820 | $3.3M | 1.60% |
| WALMART INC | WMT | Consumer Defensive | 31,920 | $3.3M | 1.58% |
| MASTERCARD INC | MA | Financial Services | 5,633 | $3.2M | 1.54% |
| KLA CORP | KLAC | Technology | 2,853 | $3.1M | 1.48% |
| CANADIAN NATURAL RESOURCES LTD | CNQ | Energy | 94,972 | $3.0M | 1.46% |
| F5 INC | FFIV | Technology | 8,776 | $2.8M | 1.36% |
| GRAYSCALE BITCOIN MINI TRUST ETF | BTC | — | 50,671 | $2.6M | 1.23% |
| ABBOTT LABORATORIES | ABT | Healthcare | 19,074 | $2.6M | 1.23% |
| ROLLINS INC | ROL | Equity | 43,316 | $2.5M | 1.22% |
| VERISIGN INC | VRSN | Technology | 9,017 | $2.5M | 1.21% |
| CADENCE DESIGN SYSTEMS INC | CDNS | Technology | 7,078 | $2.5M | 1.19% |
| CINTAS CORP | CTAS | Industrials | 11,856 | $2.4M | 1.17% |