Latest PEAK FINANCIAL ADVISORS LLC Stock Portfolio

PEAK FINANCIAL ADVISORS LLC Performance:

2026 Q1: 2.91%YTD: 2.91%2025: 6.31%

Performance for 2026 Q1 is 2.91%, and YTD is 2.91%, and 2025 is 6.31%.

About PEAK FINANCIAL ADVISORS LLC and 13F Hedge Fund Stock Holdings

PEAK FINANCIAL ADVISORS LLC is a hedge fund based in Denver, CO. On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, PEAK FINANCIAL ADVISORS LLC reported an equity portfolio of $225.9 Millions as of 31 Mar, 2026.

The top stock holdings of PEAK FINANCIAL ADVISORS LLC are NETZ, BUYZ, AGGH. The fund has invested 11% of it's portfolio in TCW ETF TRUST and 8.1% of portfolio in FRANKLIN TEMPLETON ETF TR.

The fund managers got completely rid off ISHARES TR (IJR), MICRON TECHNOLOGY INC (MU) and MADRIGAL PHARMACEUTICALS INC (MDGL) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), SIMPLIFY EXCHANGE TRADED FUN (AGGH) and ISHARES TR (AMPS). PEAK FINANCIAL ADVISORS LLC opened new stock positions in FRANKLIN TEMPLETON ETF TR (BUYZ), ISHARES TR (ACWF) and CENTERPOINT ENERGY INC (CNP). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), AUTODESK INC (ADSK) and INVESCO EXCH TRADED FD TR II (BAB).

PEAK FINANCIAL ADVISORS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that PEAK FINANCIAL ADVISORS LLC made a return of 2.91% in the last quarter. In trailing 12 months, it's portfolio return was 10.57%.

Performance
S&P 500

New Buys

Ticker	$ Bought
franklin templeton etf tr	18,182,700
ishares tr	5,423,520
centerpoint energy inc	3,018,600
roivant sciences ltd	2,933,240
berkshire hathaway inc del	2,930,790
eaton corp plc	2,447,890
pacer fds tr	2,186,350
robinhood mkts inc	1,809,980

New stocks bought by PEAK FINANCIAL ADVISORS LLC

Additions

Ticker	% Inc.
nvidia corporation	189
autodesk inc	50.88
invesco exch traded fd tr ii	44.38
boston scientific corp	26.73
netflix inc.	18.01
amazon com inc	14.43
millrose pptys inc	5.3
brixmor ppty group inc	4.58

Additions to existing portfolio by PEAK FINANCIAL ADVISORS LLC

Reductions

Ticker	% Reduced
spdr series trust	-75.99
spdr series trust	-43.52
simplify exchange traded fun	-26.2
ishares tr	-25.24
invesco exch traded fd tr ii	-19.38
cvs health corp	-18.96
world gold tr	-17.61
vaneck etf trust	-16.51

PEAK FINANCIAL ADVISORS LLC reduced stake in above stock

Sold off

Ticker	$ Sold
grayscale bitcoin mini tr et	-2,359,780
select sector spdr tr	-1,919,030
ishares tr	-3,430,380
sempra	-2,344,280
fastenal co	-586,139
tractor supply co	-567,013
danaher corporation	-2,435,250
m & t bk corp	-2,116,550

PEAK FINANCIAL ADVISORS LLC got rid off the above stocks

Sector Distribution

PEAK FINANCIAL ADVISORS LLC has about 62.8% of it's holdings in Others sector.

Sector	%
Others	62.8
Technology	5.3
Healthcare	4.3
Energy	4.1
Industrials	3.7
Communication Services	3.4
Utilities	3.3
Financial Services	3.1
Consumer Cyclical	3.1
Consumer Defensive	3
Real Estate	2.6
Basic Materials	1.2

Market Cap. Distribution

PEAK FINANCIAL ADVISORS LLC has about 28.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	62.8
LARGE-CAP	16.1
MEGA-CAP	12.7
MID-CAP	8.3

Stocks belong to which Index?

About 26.4% of the stocks held by PEAK FINANCIAL ADVISORS LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	73.6
S&P 500	23.5
RUSSELL 2000	2.9

Top 5 Winners (%)		%
APA	apa corporation	73.3 %
CIEN	ciena corp	65.3 %
CNQ	canadian nat res ltd med ter	43.9 %
ESI	element solutions inc	36.6 %
TRGP	targa res corp	35.8 %

Top 5 Winners ($)		$
APA	apa corporation	1.9 M
CIEN	ciena corp	1.8 M
AGGH	simplify exchange traded fun	1.5 M
CNQ	canadian nat res ltd med ter	1.4 M
GLDM	world gold tr	1.3 M

Top 5 Losers (%)		%
BSX	boston scientific corp	-31.7 %
OMF	onemain hldgs inc	-20.7 %
AXP	american express co	-18.0 %
MC	moelis & co	-17.0 %
WMG	warner music group corp	-16.6 %

Top 5 Losers ($)		$
AMPS	ishares tr	-0.7 M
BSX	boston scientific corp	-0.7 M
AXP	american express co	-0.7 M
AMZN	amazon com inc	-0.5 M
WMG	warner music group corp	-0.4 M

PEAK FINANCIAL ADVISORS LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PEAK FINANCIAL ADVISORS LLC

PEAK FINANCIAL ADVISORS LLC has 70 stocks in it's portfolio. About 56.8% of the portfolio is in top 10 stocks. AMPS proved to be the most loss making stock for the portfolio. APA was the most profitable stock for PEAK FINANCIAL ADVISORS LLC last quarter.

Last Reported on: 22 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.51	4,570	1,159,820	added	0.04

AAXJ	ishares tr	4.87	117,052	10,994,600	reduced	-1.29

ACWF	ishares tr	2.40	107,142	5,423,520	new

ADP	automatic data processing in	0.00	0.00	0.00	sold off	-100

ADSK	autodesk inc	0.55	5,231	1,252,300	added	50.88

AFK	vaneck etf trust	0.41	9,540	922,518	reduced	-16.51

AFTY	pacer fds tr	0.97	34,948	2,186,350	new

AGGH	simplify exchange traded fun	7.51	343,050	16,967,200	reduced	-8.42

AGGH	simplify exchange traded fun	5.76	430,361	13,005,500	reduced	-26.2

AGNG	global x fds	0.76	35,603	1,724,240	reduced	-0.04

ALLE	allegion plc	0.00	0.00	0.00	sold off	-100

AMPS	ishares tr	1.78	85,717	4,015,000	reduced	-25.24

AMT	american tower corp	0.19	2,438	420,671	added	1.37

AMZN	amazon com inc	2.21	23,975	4,993,270	added	14.43

ANET	arista networks inc	0.00	0.00	0.00	sold off	-100

APA	apa corporation	1.93	102,774	4,361,740	reduced	-0.46

AXP	american express co	1.32	9,862	2,982,970	added	3.34

AZO	autozone inc	0.00	0.00	0.00	sold off	-100

BAB	invesco exch traded fd tr ii	0.37	3,559	845,752	added	44.38

BBAX	j p morgan exchange traded f	0.10	4,525	230,685	new