PEAK FINANCIAL ADVISORS LLC - Portfolio overview

PEAK FINANCIAL ADVISORS LLC has 101 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FLXR - TCW ETF TRUST, 8.63%
2. FLSP - FRANKLIN TEMPLETON ETF TR, 6.29%
3. MTBA - SIMPLIFY EXCHANGE TRADED FUN, 5.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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