13F Insight
DOSSIER · 13F-HR · Q2 2026

PEAK FINANCIAL ADVISORS LLC

$242M in tracked AUM across 78 positions as of Q2 2026.

PF
CIK 0001843309 · last filed Jun 30, 2026
Total AUM
$242M
as of Q2 2026
Holdings
78
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

PEAK FINANCIAL ADVISORS LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FLXR
TCW ETF TRUST
$35M890K14.4%02
FLSP
FRANKLIN TEMPLETON ETF TR
$21M767K8.8%03
MBB
ISHARES TR
$20M209K8.2%04
GLDM
WORLD GOLD TR
$14M174K5.7%05
EMB
ISHARES TR
$11M118K4.7%06
CTA
SIMPLIFY EXCHANGE TRADED FUN
$11M428K4.6%07
AMZN
AMAZON COM INC
$6M26K2.6%08
CIEN
CIENA CORP
$5M11K2.1%09
SPMO
INVESCO EXCH TRADED FD TR II
$5M29K2.0%10
JNJ
JOHNSON & JOHNSON
$5M18K1.9%

Filing history

2026Q2Jun 30
$242M▲ 6.9%
78 positionsView →2026Q1Mar 31
$226M▲ 1.5%
70 positionsView →2025Q4Dec 31
$223M▲ 6.8%
87 positionsView →2025Q3Sep 30
$208M▲ 6.7%
85 positionsView →2025Q2Jun 30
$195M▼ 0.6%
87 positionsLocked2025Q1Mar 31
$196M▲ 2.2%
72 positionsLocked2024Q4Dec 31
$192M▼ 1.1%
74 positionsLocked2024Q3Sep 30
$194M▲ 11.6%
74 positionsLocked2024Q2Jun 30
$174M▲ 6.1%
72 positionsLocked2024Q1Mar 31
$164M▲ 9.8%
68 positionsLocked2023Q4Dec 31
$150M▲ 61.7%
71 positionsLocked2023Q3Sep 30
$93M▼ 27.4%
52 positionsLocked
Showing 12 of 23