StockDriftsStockDriftsTop 50 Peak Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLXR | TCW ETF TRUST | 14.45% | 889.8K | $34.9M | +40.12%(+254.78K) | $39.24(-0.66%) | 2026-06-30 | |
| FLSP | FRANKLIN TEMPLETON ETF TR | 8.79% | 767.0K | $21.2M | +14.73%(+98.49K) | $27.09(+4.71%) | 2026-06-30 | |
| MBB | ISHARES TR | 8.17% | 208.8K | $19.7M | new | $94.62(-1.57%) | 2026-06-30 | |
| GLDM | WORLD GOLD TR | 5.72% | 173.9K | $13.8M | +5.15%(+8.52K) | $42.91(+103.13%) | 2026-06-30 | |
| EMB | ISHARES TR | 4.71% | 117.9K | $11.4M | +0.72%(+839) | $91.63(+3.52%) | 2026-06-30 | |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 4.59% | 427.6K | $11.1M | -0.65%(-2.78K) | $25.93(+6.09%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.56% | 26.0K | $6.2M | +8.26%(+1.98K) | $172.39(+52.30%) | 2026-06-30 | |
| CIEN | CIENA CORP | 2.15% | 10.6K | $5.2M | -6.92%(-786) | $166.14(+152.35%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 1.97% | 29.4K | $4.7M | -1.38%(-412) | $103.48(+48.15%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 1.9% | 18.0K | $4.6M | +44.58%(+5.56K) | $206.69(+26.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.88% | +15.35% | -0.34% | -1.71% |
| Top 20 Holdings Unweighted | +8.14% | +26.45% | +1.97% | +10.25% |
Peak Financial Advisors LLC reports $245.95M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are FLXR (14.4%), FLSP (8.8%) and MBB (8.2%). The top 20 holdings account for 70.47% of reported assets. Its disclosed equity book has returned +15.35% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Peak Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843309). View Peak Financial Advisors LLC’s 13F filings on SEC