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Portfolio (Quarterly) Guide ↗

PEAK FINANCIAL ADVISORS LLC

· CIK 0001843309
13F Portfolio $230.7B AUM 70 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 21 Added 20 Reduced 30 Exited
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 STWD STARWOOD PPTY TR INC Real Estate 25,664.0 $442K 0.20% +559.0 +2.2% $17.22 +0.9%
62 VICI VICI PPTYS INC Real Estate 16,107.0 $440K 0.20% +128.0 +0.8% $27.32 +4.8%
63 AMT AMERICAN TOWER CORP Real Estate 2,438.0 $421K 0.19% +33.0 +1.4% $172.55 +7.2%
64 MILLROSE PPTYS INC 14,343.0 $402K 0.18% +722.0 +5.3% $28.00
65 SPHY SPDR SERIES TRUST 14,503.0 $338K 0.15% -3K -15.2% $23.32 +0.7%
66 IWF ISHARES TR 735.0 $313K 0.14% -69.0 -8.6% $426.40 -70.5%
67 SPAB SPDR SERIES TRUST 9,443.0 $242K 0.11% -7K -43.5% $25.62 -0.7%
68 JMST J P MORGAN EXCHANGE TRADED F 4,525.0 $231K 0.10% NEW $50.98 -0.1%
69 JPM JPMORGAN CHASE & CO Financial Services 695.0 $204K 0.09% $294.16 +4.3%
70 SOTK SONO TEK CORP Technology 14,521.0 $59K 0.03% $4.06 +30.0%
Page 4 of 4  ·  70 positions

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 24.2%
Energy 13.5%
Technology 12.0%
Healthcare 9.5%
Industrials 8.2%
Communication Services 7.4%
Consumer Cyclical 6.9%
Consumer Defensive 6.5%
Real Estate 5.8%
Utilities 3.5%