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Portfolio (Quarterly) Guide ↗

PEAK FINANCIAL ADVISORS LLC

· CIK 0001843309
13F Portfolio $242M AUM 78 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 31 Added 17 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 JBND J P MORGAN EXCHANGE TRADED F 259,406 $13.9M 6.18% SOLD
2 TRGP TARGA RES CORP Energy 14,038 $3.5M 1.56% SOLD
3 AXP AMERICAN EXPRESS CO Financial Services 9,862 $3.0M 1.32% SOLD
4 ROIV ROIVANT SCIENCES LTD Healthcare 105,893 $2.9M 1.30% SOLD
5 TEL TE CONNECTIVITY PLC Technology 10,433 $2.2M 0.97% SOLD
6 MTH MERITAGE HOMES CORP Consumer Cyclical 33,060 $2.0M 0.91% SOLD
7 WMG WARNER MUSIC GROUP CORP Communication Services 74,793 $1.9M 0.85% SOLD
8 HOOD ROBINHOOD MKTS INC Financial Services 26,118 $1.8M 0.80% SOLD
9 BSX BOSTON SCIENTIFIC CORP Healthcare 24,675 $1.5M 0.69% SOLD
10 TWLO TWILIO INC Communication Services 12,272 $1.5M 0.68% SOLD
11 XONE BONDBLOXX ETF TRUST 10,000 $495K 0.22% SOLD
12 SPAB SPDR SERIES TRUST 9,443 $242K 0.11% SOLD
Sector Allocation
Financial Services 21.2%
Healthcare 17.6%
Technology 11.9%
Energy 9.4%
Industrials 8.7%
Consumer Cyclical 7.5%
Real Estate 6.0%
Consumer Defensive 5.8%
Communication Services 4.6%
Utilities 3.9%