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 51–87 of 87
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| GRMN | GARMIN LTD | 3K | $500K+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 2K | $500K+ | SH |
| FFIV | F5 INC | 2K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 697 | $500K+ | SH |
| META | META PLATFORMS INC | 927 | $500K+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 2K | $500K+ | SH |
| KLAC | KLA CORP | 502 | $500K+ | SH |
| OMF | ONEMAIN HLDGS INC | 9K | $500K+ | SH |
| ALLE | ALLEGION PLC | 4K | $500K+ | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 13K | $500K+ | SH |
| BRW | SABA CAPITAL INCOME & OPRNT | 85K | $500K+ | SH |
| T | AT&T INC | 24K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $500K+ | SH |
| RSG | REPUBLIC SVCS INC | 3K | $500K+ | SH |
| FAST | FASTENAL CO | 15K | $500K+ | SH |
| MC | MOELIS & CO | 9K | $500K+ | SH |
| VRSN | VERISIGN INC | 2K | $500K+ | SH |
| ENB | ENBRIDGE INC | 12K | $500K+ | SH |
| TSCO | TRACTOR SUPPLY CO | 11K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 10K | $500K+ | SH |
| AZO | AUTOZONE INC | 160 | $500K+ | SH |
| STAG | STAG INDL INC | 13K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 4K | $100K–$500K | SH |
| NNN | NNN REIT INC | 11K | $100K–$500K | SH |
| STWD | STARWOOD PPTY TR INC | 25K | $100K–$500K | SH |
| VICI | VICI PPTYS INC | 16K | $100K–$500K | SH |
| SPAB | SPDR SERIES TRUST | 17K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| MRP | MILLROSE PPTYS INC | 14K | $100K–$500K | SH |
| SPHY | SPDR SERIES TRUST | 17K | $100K–$500K | SH |
| NSA | NATIONAL STORAGE AFFILIATES | 14K | $100K–$500K | SH |
| IWF | ISHARES TR | 804 | $100K–$500K | SH |
| HEI.A | HEICO CORP NEW | 912 | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 695 | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 369 | $100K–$500K | SH |
| SOTK | SONO TEK CORP | 15K | $50K–$100K | SH |