Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PEAK FINANCIAL ADVISORS LLC (CIK 1843309) reported $225.9M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FLXR ($24.9M, 11.04%), FLSP ($18.2M, 8.05%), MTBA ($17.0M, 7.51%), GLDM ($15.3M, 6.79%), JBND ($13.9M, 6.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FLXR | TCW ETF TRUST | $24.9M | 11.04% | 635,012 | Trimmed |
| 2 | FLSP | FRANKLIN TEMPLETON ETF TR | $18.2M | 8.05% | 668,482 | New |
| 3 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $17.0M | 7.51% | 343,050 | Trimmed |
| 4 | GLDM | WORLD GOLD TR | $15.3M | 6.79% | 165,427 | Trimmed |
| 5 | JBND | J P MORGAN EXCHANGE TRADED F | $13.9M | 6.18% | 259,406 | Trimmed |
| 6 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $13.0M | 5.76% | 430,361 | Trimmed |
| 7 | EMB | ISHARES TR | $11.0M | 4.87% | 117,052 | Trimmed |
| 8 | ICSH | ISHARES TR | $5.4M | 2.40% | 107,142 | New |
| 9 | AMZN | AMAZON COM INC | $5.0M | 2.21% | 23,975 | Added |
| 10 | CNQ | CANADIAN NAT RES LTD MED TER | $4.6M | 2.02% | 93,840 | Added |
| 11 | CIEN | CIENA CORP | $4.4M | 1.95% | 11,356 | Trimmed |
| 12 | APA | APA CORPORATION | $4.4M | 1.93% | 102,774 | Trimmed |
| 13 | INDA | ISHARES TR | $4.0M | 1.78% | 85,717 | Trimmed |
| 14 | TRGP | TARGA RES CORP | $3.5M | 1.56% | 14,038 | Trimmed |
| 15 | NFLX | NETFLIX INC. | $3.4M | 1.52% | 35,647 | Added |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | $3.3M | 1.48% | 29,815 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $3.2M | 1.44% | 18,618 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $3.3M | 1.44% | 3,271 | Trimmed |
| 19 | FDX | FEDEX CORP | $3.2M | 1.42% | 8,999 | Trimmed |
| 20 | JNJ | JOHNSON & JOHNSON | $3.1M | 1.35% | 12,478 | Added |
| 21 | CNP | CENTERPOINT ENERGY INC | $3.0M | 1.34% | 69,940 | New |
| 22 | AXP | AMERICAN EXPRESS CO | $3.0M | 1.32% | 9,862 | Added |
| 23 | ROIV | ROIVANT SCIENCES LTD | $2.9M | 1.30% | 105,893 | New |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.30% | 6,116 | New |
| 25 | WMT | WALMART INC | $2.8M | 1.23% | 22,424 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31