CIK 1843309
PEAK FINANCIAL ADVISORS LLC
Institutional 13F holdings & portfolio
Holdings
87
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 87
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FLXR | TCW ETF TRUST | 642K | $1M+ | SH |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 375K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 201K | $1M+ | SH |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | 583K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 278K | $1M+ | SH |
| EMB | ISHARES TR | 119K | $1M+ | SH |
| INDA | ISHARES TR | 115K | $1M+ | SH |
| AMZN | AMAZON COM INC | 21K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 37K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 10K | $1M+ | SH |
| IGV | ISHARES TR | 32K | $1M+ | SH |
| CNQ | CANADIAN NAT RES LTD | 94K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 38K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 10K | $1M+ | SH |
| NFLX | NETFLIX INC | 30K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 5K | $1M+ | SH |
| CIEN | CIENA CORP | 12K | $1M+ | SH |
| FDX | FEDEX CORP | 9K | $1M+ | SH |
| TRGP | TARGA RES CORP | 14K | $1M+ | SH |
| MDGL | MADRIGAL PHARMACEUTICALS INC | 4K | $1M+ | SH |
| APA | APA CORPORATION | 103K | $1M+ | SH |
| WMT | WALMART INC | 22K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 12K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 11K | $1M+ | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 61K | $1M+ | SH |
| TEL | TE CONNECTIVITY PLC | 10K | $1M+ | SH |
| SRE | SEMPRA | 27K | $1M+ | SH |
| WMG | WARNER MUSIC GROUP CORP | 76K | $1M+ | SH |
| BRX | BRIXMOR PPTY GROUP INC | 86K | $1M+ | SH |
| CW | CURTISS WRIGHT CORP | 4K | $1M+ | SH |
| MTH | MERITAGE HOMES CORP | 33K | $1M+ | SH |
| MTB | M & T BK CORP | 11K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 26K | $1M+ | SH |
| ESI | ELEMENT SOLUTIONS INC | 80K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 35K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 19K | $1M+ | SH |
| LPLA | LPL FINL HLDGS INC | 5K | $1M+ | SH |
| HUBS | HUBSPOT INC | 4K | $1M+ | SH |
| URA | GLOBAL X FDS | 36K | $1M+ | SH |
| AAPL | APPLE INC | 5K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 6K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 11K | $1M+ | SH |
| ADSK | AUTODESK INC | 3K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| ORCL | ORACLE CORP | 4K | $500K+ | SH |
| MPWR | MONOLITHIC PWR SYS INC | 789 | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 4K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 23K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 5K | $500K+ | SH |