PEAK FINANCIAL ADVISORS LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, PEAK FINANCIAL ADVISORS LLC held in its portfolio 85 assets valued at $226,760,970 (i.e. $226.76M).
The most valuable assets in the portfolio included: TCW ETF TRUST ($25.43M), SIMPLIFY EXCHANGE TRADED FUN ($18.88M), and WORLD GOLD TR ($17.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 85 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PEAK FINANCIAL ADVISORS LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| TCW ETF TRUST | 642274 | 25434050 | FLEXIBLE INCOME |
| SIMPLIFY EXCHANGE TRADED FUN | 374576 | 18882393 | MBS ETF |
| WORLD GOLD TR | 200788 | 17141272 | SPDR GLD MINIS |
| SIMPLIFY EXCHANGE TRADED FUN | 583181 | 15897518 | MANAGED FUTURES |
| J P MORGAN EXCHANGE TRADED F | 278276 | 15046383 | ACTIVE BOND ETF |
| ISHARES TR | 118583 | 11417144 | JPMORGAN USD EMG |
| ISHARES TR | 114654 | 6197050 | MSCI INDIA ETF |
| AMAZON COM INC | 20952 | 4836141 | COM |
| INVESCO EXCH TRADED FD TR II | 36980 | 4412454 | S&P 500 MOMNTM |
| AMERICAN EXPRESS CO | 9543 | 3530322 | COM |
| ISHARES TR | 32457 | 3430380 | EXPANDED TECH |
| CANADIAN NAT RES LTD | 93550 | 3166668 | COM |
| CVS HEALTH CORP | 37520 | 2977587 | COM |
| SPDR SERIES TRUST | 60102 | 2943130 | STATE STREET SPD |
| MICRON TECHNOLOGY INC | 10170 | 2902620 | COM |
| NETFLIX INC | 30207 | 2832208 | COM |
| COSTCO WHSL CORP NEW | 3273 | 2822808 | COM |
| MASTERCARD INCORPORATED | 4855 | 2771622 | CL A |
| CIENA CORP | 11596 | 2711957 | COM NEW |
| FEDEX CORP | 9134 | 2638447 | COM |
| TARGA RES CORP | 14101 | 2601635 | COM |
| MADRIGAL PHARMACEUTICALS INC | 4466 | 2600730 | COM |
| APA CORPORATION | 103250 | 2525495 | COM |
| WALMART INC | 22434 | 2499372 | COM |
| JOHNSON & JOHNSON | 11957 | 2474593 | COM |
| DANAHER CORPORATION | 10638 | 2435251 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 60929 | 2359780 | SHS NEW |
| TE CONNECTIVITY PLC | 10339 | 2352226 | ORD SHS |
| SEMPRA | 26552 | 2344276 | COM |
| WARNER MUSIC GROUP CORP | 75505 | 2315738 | COM CL A |
| BRIXMOR PPTY GROUP INC | 85552 | 2243173 | COM |
| CURTISS WRIGHT CORP | 4011 | 2211144 | COM |
| MERITAGE HOMES CORP | 33090 | 2177322 | COM |
| M & T BK CORP | 10505 | 2116547 | COM |
| ELEMENT SOLUTIONS INC | 79797 | 1994127 | COM |
| SELECT SECTOR SPDR TR | 35038 | 1919031 | STATE STREET FIN |
| BOSTON SCIENTIFIC CORP | 19470 | 1856465 | COM |
| LPL FINL HLDGS INC | 4996 | 1784421 | COM |
| HUBSPOT INC | 4080 | 1637304 | COM |
| GLOBAL X FDS | 35617 | 1521905 | GLOBAL X URANIUM |
| APPLE INC | 4568 | 1241856 | COM |
| NVIDIA CORPORATION | 6432 | 1199568 | COM |
| VANECK ETF TRUST | 11427 | 1183380 | MRNGSTR WDE MOAT |
| AUTODESK INC | 3467 | 1026267 | COM |
| MICROSOFT CORP | 1623 | 784915 | COM |
| ORACLE CORP | 3897 | 759564 | COM |
| MONOLITHIC PWR SYS INC | 789 | 715118 | COM |
| LAM RESEARCH CORP | 3996 | 684035 | COM NEW |
| KINDER MORGAN INC DEL | 23224 | 638421 | COM |
| ARISTA NETWORKS INC | 4863 | 637199 | COM SHS |
| PHILIP MORRIS INTL INC | 3930 | 630372 | COM |
| GARMIN LTD | 3094 | 627618 | SHS |
| INVESCO EXCH TRADED FD TR II | 2465 | 623448 | NASDAQ 100 ETF |
| F5 INC | 2421 | 617984 | COM |
| GOLDMAN SACHS GROUP INC | 697 | 612663 | COM |
| META PLATFORMS INC | 927 | 611903 | CL A |
| CADENCE DESIGN SYSTEM INC | 1954 | 610781 | COM |
| KLA CORP | 502 | 609970 | COM NEW |
| ONEMAIN HLDGS INC | 8984 | 606851 | COM |
| ALLEGION PLC | 3795 | 604240 | ORD SHS |
| AMERICAN HEALTHCARE REIT INC | 12670 | 596243 | COM SHS |
| SABA CAPITAL INCOME & OPRNT | 84683 | 593625 | SHS NEW |
| AT&T INC | 23897 | 593594 | COM |
| AUTOMATIC DATA PROCESSING IN | 2303 | 592401 | COM |
| REPUBLIC SVCS INC | 2778 | 588742 | COM |
| FASTENAL CO | 14606 | 586139 | COM |
| MOELIS & CO | 8507 | 584777 | CL A |
| VERISIGN INC | 2385 | 579436 | COM |
| ENBRIDGE INC | 11994 | 573673 | COM |
| TRACTOR SUPPLY CO | 11338 | 567013 | COM |
| ALTRIA GROUP INC | 9830 | 566777 | COM |
| AUTOZONE INC | 160 | 542640 | COM |
| STAG INDL INC | 13329 | 489982 | COM |
| DUKE ENERGY CORP NEW | 4021 | 471301 | COM NEW |
| NNN REIT INC | 11433 | 453078 | COM |
| STARWOOD PPTY TR INC | 25105 | 452139 | COM |
| VICI PPTYS INC | 15979 | 449318 | COM |
| AMERICAN TOWER CORP NEW | 2405 | 422179 | COM |
| MILLROSE PPTYS INC | 13621 | 406859 | COM CL A |
| NATIONAL STORAGE AFFILIATES | 14323 | 404054 | COM SHS BEN IN |
| ISHARES TR | 804 | 380533 | RUS 1000 GRW ETF |
| HEICO CORP NEW | 912 | 230216 | CL A |
| JPMORGAN CHASE & CO. | 695 | 223943 | COM |
| THERMO FISHER SCIENTIFIC INC | 369 | 213817 | COM |
| SONO TEK CORP | 14521 | 59972 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.