13F Insight
DOSSIER · 13F-HR · Q1 2026

PEAK FINANCIAL ADVISORS LLC

PEAK FINANCIAL's hedge fund based in Stamford, CT — $226M in tracked AUM across 70 positions as of Q1 2026.

PF
PEAK FINANCIAL·Stamford, CT·Hedge Fund
CIK 0001843309 · last filed Mar 31, 2026
Total AUM
$226M
▲ 12.7%
vs prior
Holdings
70
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PEAK FINANCIAL ADVISORS LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FLXR
TCW ETF TRUST
$25M635K11.0%
02
FLSP
FRANKLIN TEMPLETON ETF TR
$18M668K8.1%
03
MTBA
SIMPLIFY EXCHANGE TRADED FUN
$17M343K7.5%
04
GLDM
WORLD GOLD TR
$15M165K6.8%
05
JBND
J P MORGAN EXCHANGE TRADED F
$14M259K6.2%
06
CTA
SIMPLIFY EXCHANGE TRADED FUN
$13M430K5.8%
07
EMB
ISHARES TR
$11M117K4.9%
08
ICSH
ISHARES TR
$5M107K2.4%
09
AMZN
AMAZON COM INC
$5M24K2.2%
10
CNQ
CANADIAN NAT RES LTD MED TER
$5M94K2.0%

Filing history

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