§ 13F · FUND PROFILE
PEAK FINANCIAL ADVISORS LLC.
AUM · $242M (13F)Positions · 78Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$54M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FLXR | TCW ETF TRUST | 890K | $35M | 14.4% | +40% |
| 2 | FLSP | FRANKLIN TEMPLETON ETF TR | 767K | $21M | 8.8% | +15% |
| 3 | MBB | ISHARES TR | 209K | $20M | 8.2% | NEW |
| 4 | GLDM | WORLD GOLD TR | 174K | $14M | 5.7% | +5% |
| 5 | EMB | ISHARES TR | 118K | $11M | 4.7% | +1% |
| 6 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 428K | $11M | 4.6% | −1% |
| 7 | AMZN | AMAZON COM INC | 26K | $6M | 2.6% | +8% |
| 8 | CIEN | CIENA CORP | 11K | $5M | 2.1% | −7% |
| 9 | SPMO | INVESCO EXCH TRADED FD TR II | 29K | $5M | 2.0% | −1% |
| 10 | JNJ | JOHNSON & JOHNSON | 18K | $5M | 1.9% | +45% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PEAK SIGNAL
AC read
PEAK FINANCIAL ADVISORS LLC is a Other fund managing $242 million in assets. The fund runs a portfolio of 78 positions.
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