Peak Financial Advisors LLC 13F Holdings · Q2 2026
Peak Financial Advisors LLC reported 78 securities worth $241.51M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: FLXR (14.45%), FLSP (8.79%), MBB (8.17%). Among its top 25 positions this quarter: 3 new, 15 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FLXR | TCW ETF TRUST | $34.9M | 14.45% | 889,796 | Added |
| 2 | FLSP | FRANKLIN TEMPLETON ETF TR | $21.2M | 8.79% | 766,968 | Added |
| 3 | MBB | ISHARES TR | $19.7M | 8.17% | 208,845 | New |
| 4 | GLDM | WORLD GOLD TR | $13.8M | 5.72% | 173,948 | Added |
| 5 | EMB | ISHARES TR | $11.4M | 4.71% | 117,891 | Added |
| 6 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $11.1M | 4.59% | 427,579 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $6.2M | 2.56% | 25,956 | Added |
| 8 | CIEN | CIENA CORP | $5.2M | 2.15% | 10,570 | Trimmed |
| 9 | SPMO | INVESCO EXCH TRADED FD TR II | $4.7M | 1.97% | 29,403 | Trimmed |
| 10 | JNJ | JOHNSON & JOHNSON | $4.6M | 1.90% | 18,041 | Added |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.0M | 1.66% | 8,030 | Added |
| 12 | CNP | CENTERPOINT ENERGY INC | $4.0M | 1.66% | 91,264 | Added |
| 13 | LLY | ELI LILLY & CO | $3.9M | 1.61% | 3,242 | New |
| 14 | ESI | ELEMENT SOLUTIONS INC | $3.9M | 1.60% | 80,930 | Added |
| 15 | CVS | CVS HEALTH CORP | $3.8M | 1.57% | 36,666 | Added |
| 16 | INDA | ISHARES TR | $3.8M | 1.56% | 76,069 | Trimmed |
| 17 | EW | EDWARDS LIFESCIENCES CORP | $3.6M | 1.50% | 40,131 | New |
| 18 | CNQ | CANADIAN NAT RES LTD MED TER | $3.5M | 1.46% | 89,125 | Trimmed |
| 19 | BRX | BRIXMOR PPTY GROUP INC | $3.5M | 1.43% | 109,600 | Added |
| 20 | CW | CURTISS WRIGHT CORP | $3.4M | 1.41% | 4,503 | Added |
| 21 | ETN | EATON CORP PLC | $3.4M | 1.41% | 7,968 | Added |
| 22 | APA | APA CORPORATION | $3.3M | 1.38% | 102,443 | Trimmed |
| 23 | FDX | FEDEX CORP | $3.3M | 1.36% | 10,487 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $3.3M | 1.36% | 16,390 | Trimmed |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $3.2M | 1.32% | 3,397 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR