PEAK FINANCIAL ADVISORS LLC: 13F holdings
CIK 18433092026Q2
| Positions | 78 |
|---|
| Reported value | $241.5m |
|---|
| Filed | 2026-07-17 |
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Change since last quarter
| Positions | 78 (+8 vs prior quarter) |
|---|
| Reported value | $241.5m (+6.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FLXR TCW ETF TRUST | 889,796 | $34.9m | 14.4% |
| FLSP FRANKLIN TEMPLETON ETF TR | 766,968 | $21.2m | 8.8% |
| MBB ISHARES TR | 208,845 | $19.7m | 8.2% |
| GLDM WORLD GOLD TR | 173,948 | $13.8m | 5.7% |
| EMB ISHARES TR | 117,891 | $11.4m | 4.7% |
| CTA SIMPLIFY EXCHANGE TRADED FUN | 427,579 | $11.1m | 4.6% |
| AMZN AMAZON COM INC | 25,956 | $6.2m | 2.6% |
| CIEN CIENA CORP | 10,570 | $5.2m | 2.1% |
| SPMO INVESCO EXCH TRADED FD TR II | 29,403 | $4.7m | 2.0% |
| JNJ JOHNSON & JOHNSON | 18,041 | $4.6m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1843309")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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