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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 Chg Shares Chg % Period Price ① Since Period ①
1 CTA SIMPLIFY EXCHANGE TRADED FUN 427,579.0 $11.1M 4.59% -3K -0.7% $25.94 +9.6%
2 CIEN CIENA CORP Technology 10,570.0 $5.2M 2.15% -786.0 -6.9% $490.56 -34.6%
3 SPMO INVESCO EXCH TRADED FD TR II 29,403.0 $4.7M 1.97% -412.0 -1.4% $161.54 -7.3%
4 INDA ISHARES TR 76,069.0 $3.8M 1.56% -10K -11.3% $49.39 +1.1%
5 CNQ CANADIAN NAT RES LTD MED TER Energy 89,125.0 $3.5M 1.46% -5K -5.0% $39.50 +27.7%
6 NVDA NVIDIA CORPORATION Technology 16,390.0 $3.3M 1.36% -2K -12.0% $200.08 +15.1%
7 MOAT VANECK ETF TRUST 8,740.0 $909K 0.38% -800.0 -8.4% $103.96 +7.5%
8 QQQM INVESCO EXCH TRADED FD TR II 2,926.0 $887K 0.37% -633.0 -17.8% $303.01 -2.3%
9 MA MASTERCARD INCORPORATED Financial Services 1,435.0 $737K 0.30% -3K -69.5% $513.63 +12.8%
10 KMI KINDER MORGAN INC DEL Energy 22,610.0 $723K 0.30% -771.0 -3.3% $31.97 -1.8%
11 GS GOLDMAN SACHS GROUP INC Financial Services 688.0 $696K 0.29% -12.0 -1.7% $1012.03 +2.6%
12 MO ALTRIA GROUP INC Consumer Defensive 9,619.0 $692K 0.29% -182.0 -1.9% $71.95 -4.3%
13 NSA NATIONAL STORAGE AFFILIATES Real Estate 11,850.0 $527K 0.22% -3K -18.5% $44.47 -2.4%
14 T AT&T INC Communication Services 23,832.0 $493K 0.20% -322.0 -1.3% $20.70 +24.0%
15 ICSH ISHARES TR 6,766.0 $342K 0.14% -100K -93.7% $50.58 -0.3%
16 SPHY SPDR SERIES TRUST 14,145.0 $332K 0.14% -358.0 -2.5% $23.44 -1.2%
17 MTBA SIMPLIFY EXCHANGE TRADED FUN 6,505.0 $319K 0.13% -337K -98.1% $49.07 -1.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%