§ 13F · FUND PROFILE
PEAK FINANCIAL ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $195.3T (13F)Positions · 87Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FLXR | TCW ETF TRUST | 642K | $25.4T | 11.4% | +3% |
| 2 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | 375K | $18.9T | 8.5% | +25% |
| 3 | GLDM | WORLD GOLD TR | 201K | $17.1T | 7.7% | −19% |
| 4 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 583K | $15.9T | 7.1% | ±0% |
| 5 | JBND | J P MORGAN EXCHANGE TRADED F | 278K | $15.0T | 6.8% | NEW |
| 6 | EMB | ISHARES TR | 119K | $11.4T | 5.1% | +48% |
| 7 | INDA | ISHARES TR | 115K | $6.2T | 2.8% | ±0% |
| 8 | AMZN | AMAZON COM INC | 21K | $4.8T | 2.2% | +11% |
| 9 | SPMO | INVESCO EXCH TRADED FD TR II | 37K | $4.4T | 2.0% | +1% |
| 10 | AXP | AMERICAN EXPRESS CO | 10K | $3.5T | 1.6% | −8% |
§ 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 $195295.5 trillion in assets. The fund runs a portfolio of 87 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed