Peak Financial Advisors LLC holds a focused book of 78 reported positions worth $241.5M as of Q2 2026 (disclosed Jul 17, 2026, a ~17-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings, a listing rather than a purchase; they opened Ishares MBS ETF and trimmed Simplify Managed Futures ST. Their largest long position is TCW Flexible Income ETF at 14% of the reported non-option book. Cloning the disclosed picks since 2025 would be +7% (+7.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Peak Financial Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Peak Financial Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~17 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
52% mapped to company sectors
+5 sectors below the cut, 14% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Peak Financial Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| 9823 Capital, L.P. | 7 / 78 | $115.0M |
| Emerald Advisors, LLC | 17 / 78 | $609.9M |
| Marest Capital, LLC | 8 / 78 | $149.7M |
| Conway Capital Management, Inc. | 11 / 78 | $155.1M |
| Independent Investors Inc | 14 / 78 | $358.0M |
| Trust Asset Management LLC | 21 / 78 | $1.1B |
| Oakmont Corp | 7 / 78 | $324.6M |
| Hoey Investments, Inc | 29 / 78 | $480.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Peak Financial Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | TCW ETF Trust FLEXIBLE INCOME | $34.9M | 889.8K | 14.4% | ▲+40% Added · +255K sh | |
| 2 | Franklin Templeton ETF TR SYSTMTC STYL PRE | $21.2M | 767.0K | 8.8% | ▲+15% Added · +98K sh | |
| 3 | Ishares TR MBS ETF | $19.7M | 208.8K | 8.2% | ▲New New position | |
| 4 | World Gold TR SPDR GLD MINIS | $13.8M | 173.9K | 5.7% | ▲+5.2% Added · +9K sh | |
| 5 | Ishares TR JPMORGAN USD EMG | $11.4M | 117.9K | 4.7% | ▲+0.7% Added · +839 sh | |
| 6 | Simplify Exchange Traded Fun MANAGED FUTURES | $11.1M | 427.6K | 4.6% | ▼−0.6% Reduced · −3K sh | |
| 7 | Amazon Com Inc COM | $6.2M | 26.0K | 2.6% | ▲+8.3% Added · +2K sh | |
| 8 | Ciena Corp COM NEW | $5.2M | 10.6K | 2.1% | ▼−6.9% Reduced · −786 sh | |
| 9 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $4.7M | 29.4K | 2.0% | ▼−1.4% Reduced · −412 sh | |
| 10 | Johnson & Johnson COM | $4.6M | 18.0K | 1.9% | ▲+45% Added · +6K sh | |
| 11 | Centerpoint Energy Inc COM | $4.0M | 91.3K | 1.7% | ▲+30% Added · +21K sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $4.0M | 8.0K | 1.7% | ▲+31% Added · +2K sh | |
| 13 | Eli Lilly & Co COM | $3.9M | 3.2K | 1.6% | ▲New New position | |
| 14 | Element Solutions Inc COM | $3.9M | 80.9K | 1.6% | ▲+1.3% Added · +1K sh | |
| 15 | CVS Health Corp COM | $3.8M | 36.7K | 1.6% | ▲+21% Added · +6K sh | |
| 16 | Ishares TR MSCI INDIA ETF | $3.8M | 76.1K | 1.6% | ▼−11% Reduced · −10K sh | |
| 17 | Edwards Lifesciences Corp COM | $3.6M | 40.1K | 1.5% | ▲New New position | |
| 18 | Canadian Nat Res Ltd Med Ter COM | $3.5M | 89.1K | 1.5% | ▼−5.0% Reduced · −5K sh | |
| 19 | Brixmor Ppty Group Inc COM | $3.5M | 109.6K | 1.4% | ▲+22% Added · +20K sh | |
| 20 | Curtiss Wright Corp COM | $3.4M | 4.5K | 1.4% | ▲+12% Added · +499 sh | |
| 21 | Eaton Corp PLC SHS | $3.4M | 8.0K | 1.4% | ▲+16% Added · +1K sh | |
| 22 | Apa Corporation COM | $3.3M | 102.4K | 1.4% | ▼−0.3% Reduced · −331 sh | |
| 23 | Fedex Corp COM | $3.3M | 10.5K | 1.4% | ▲+17% Added · +1K sh | |
| 24 | Nvidia Corporation COM | $3.3M | 16.4K | 1.4% | ▼−12% Reduced · −2K sh | |
| 25 | Costco Wholesale Corporation COM | $3.2M | 3.4K | 1.3% | ▲+3.9% Added · +126 sh | |
| 26 | Walmart Inc COM | $2.9M | 25.8K | 1.2% | ▲+15% Added · +3K sh | |
| 27 | Cheniere Energy Inc COM NEW | $2.7M | 11.3K | 1.1% | ▲New New position | |
| 28 | Netflix Inc. COM | $2.7M | 37.8K | 1.1% | ▲+5.9% Added · +2K sh | |
| 29 | Visa Inc COM CL A | $2.7M | 7.9K | 1.1% | ▲New New position | |
| 30 | Definium Therapeutics Inc COM SHS | $2.7M | 56.9K | 1.1% | ▲New New position | |
| 31 | Borgwarner Inc COM | $2.5M | 37.4K | 1.0% | ▲New New position | |
| 32 | Unum Group COM | $2.4M | 27.2K | 1.0% | ▲New New position | |
| 33 | Pacer FDS TR US CASH COWS 100 | $2.2M | 36.1K | 0.9% | ▲+3.2% Added · +1K sh | |
| 34 | Morgan Stanley COM NEW | $2.2M | 10.3K | 0.9% | ▲New New position | |
| 35 | Live Nation Entertainment In COM | $2.1M | 11.5K | 0.9% | ▲New New position | |
| 36 | James Hardie Inds PLC ORD SHS | $2.1M | 79.4K | 0.9% | ▲New New position | |
| 37 | Dianthus Therapeutics Inc COM | $1.9M | 19.7K | 0.8% | ▲New New position | |
| 38 | Autodesk Inc COM | $1.8M | 9.2K | 0.7% | ▲+76% Added · +4K sh | |
| 39 | Global X FDS GLOBAL X URANIUM | $1.6M | 36.7K | 0.7% | ▲+3.2% Added · +1K sh | |
| 40 | Mongodb Inc CL A | $1.6M | 4.7K | 0.6% | ▲New New position | |
| 41 | Beone Medicines Ltd SPONSORED ADS | $1.4M | 4.8K | 0.6% | ▲New New position | |
| 42 | Apple Inc COM | $1.3M | 4.6K | 0.5% | —Held | |
| 43 | Vaneck ETF Trust MRNGSTR WDE MOAT | $909K | 8.7K | 0.4% | ▼−8.4% Reduced · −800 sh | |
| 44 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $887K | 2.9K | 0.4% | ▼−18% Reduced · −633 sh | |
| 45 | Fedex FGHT Hldg Co Inc COMMON STOCK | $785K | 5.2K | 0.3% | →Listed Newly reportable | |
| 46 | Ea Series Trust ALPHA ARCH 1-3 | $766K | 6.5K | 0.3% | —Held | |
| 47 | Mastercard Incorporated CL A | $737K | 1.4K | 0.3% | ▼−70% Reduced · −3K sh | |
| 48 | Kinder Morgan Inc Del COM | $723K | 22.6K | 0.3% | ▼−3.3% Reduced · −771 sh | |
| 49 | Goldman Sachs Group Inc COM | $696K | 688 | 0.3% | ▼−1.7% Reduced · −12 sh | |
| 50 | Altria Group Inc COM | $692K | 9.6K | 0.3% | ▼−1.9% Reduced · −182 sh |
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Use Arkolith to show PEAK FINANCIAL ADVISORS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.