StockDriftsStockDriftsTop 50 Peak Financial Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLXR | TCW ETF TRUST | 11.04% | 635.0K | $24.9M | -1.13%(-7.26K) | $39.26(-0.20%) | 2026-03-31 | |
| FLSP | FRANKLIN TEMPLETON ETF TR | 8.05% | 668.5K | $18.2M | new | $27.06(+0.35%) | 2026-03-31 | |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 7.51% | 343.1K | $17.0M | -8.42%(-31.53K) | $50.93(-3.18%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 6.79% | 165.4K | $15.3M | -17.61%(-35.36K) | $40.77(+127.56%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 6.18% | 259.4K | $13.9M | -6.78%(-18.87K) | $54.11(-1.45%) | 2026-03-31 | |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 5.76% | 430.4K | $13.0M | -26.20%(-152.82K) | $27.35(+15.86%) | 2026-03-31 | |
| EMB | ISHARES TR | 4.87% | 117.1K | $11.0M | -1.29%(-1.53K) | $91.06(+4.92%) | 2026-03-31 | |
| ICSH | ISHARES TR | 2.4% | 107.1K | $5.4M | new | $50.60(-0.16%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.21% | 24.0K | $5.0M | +14.43%(+3.02K) | $168.48(+60.33%) | 2026-03-31 | |
| CNQ | CANADIAN NAT RES LTD MED TER | 2.02% | 93.8K | $4.6M | +0.31%(+290) | $18.67(+152.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.04% | +29.63% |
| Top 20 Holdings Unweighted | +9.72% | +32.08% |
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