§ 13F · FUND PROFILE
PEAK FINANCIAL ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $208M (13F)Positions · 85Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$42M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FLXR | TCW ETF TRUST | 635K | $25M | 11.0% | −1% |
| 2 | FLSP | FRANKLIN TEMPLETON ETF TR | 668K | $18M | 8.1% | NEW |
| 3 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | 343K | $17M | 7.5% | −8% |
| 4 | GLDM | WORLD GOLD TR | 165K | $15M | 6.8% | −18% |
| 5 | JBND | J P MORGAN EXCHANGE TRADED F | 259K | $14M | 6.2% | −7% |
| 6 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 430K | $13M | 5.8% | −26% |
| 7 | EMB | ISHARES TR | 117K | $11M | 4.9% | −1% |
| 8 | ICSH | ISHARES TR | 107K | $5M | 2.4% | NEW |
| 9 | AMZN | AMAZON COM INC | 24K | $5M | 2.2% | +14% |
| 10 | CNQ | CANADIAN NAT RES LTD MED TER | 94K | $5M | 2.0% | ±0% |
§ 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 $208 million in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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