1y return+7.6%S&P 500 +20.9%
3y return+28.1%S&P 500 +68.5%
5y return+9.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $120 against $200 in the S&P 500.2
Peak Financial Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FLXRTcw Etf Trust | $34.9M | 14.4% | +40.1% |
| FLSPFranklin Templeton Etf Tr | $21.2M | 8.8% | +14.7% |
| MBBIshares Tr | $19.7M | 8.2% | New |
| GLDMWorld Gold Tr | $13.8M | 5.7% | +5.2% |
| EMBIshares Tr | $11.4M | 4.7% | |
| CTASimplify Exchange Traded Fun | $11.1M | 4.6% | |
| AMZNAmazon Com Inc | $6.2M | 2.6% | +8.3% |
| CIENCiena Corp | $5.2M | 2.1% | −6.9% |
| SPMOInvesco Exch Traded Fd Tr II | $4.7M | 2.0% | −1.4% |
| JNJJohnson & Johnson | $4.6M | 1.9% | +44.6% |
| CNPCenterpoint Energy Inc | $4.0M | 1.7% | +30.5% |
| BRK/BBerkshire Hathaway Inc Del | $4.0M | 1.7% | +31.3% |
| LLYEli Lilly & Co | $3.9M | 1.6% | New |
| ESIElement Solutions Inc | $3.9M | 1.6% | +1.3% |
| CVSCvs Health Corp | $3.8M | 1.6% | +20.6% |
| INDAIshares Tr | $3.8M | 1.6% | −11.3% |
| EWEdwards Lifesciences Corp | $3.6M | 1.5% | New |
| CNQCanadian Nat Res Ltd Med Ter | $3.5M | 1.5% | −5.0% |
| BRXBrixmor Ppty Group Inc | $3.5M | 1.4% | +22.5% |
| CWCurtiss Wright Corp | $3.4M | 1.4% | +12.5% |
| Eaton Corp PLCCUSIP G29183103 | $3.4M | 1.4% | +16.4% |
| APAApa Corporation | $3.3M | 1.4% | |
| FDXFedex Corp | $3.3M | 1.4% | +16.5% |
| NVDANvidia Corporation | $3.3M | 1.4% | −12.0% |
| COSTCostco Wholesale Corporation | $3.2M | 1.3% | +3.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CIENCiena Corp | September 30, 2025 | +236.8% | $5.2M |
| CNQCanadian Nat Res Ltd Med Ter | December 31, 2020 | +228.5% | $3.5M |
| URAGlobal X Fds | June 30, 2022 | +135.5% | $1.6M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $3.3M |
| GLDMWorld Gold Tr | December 31, 2022 | +119.5% | $13.8M |
| COSTCostco Wholesale Corporation | December 31, 2022 | +104.9% | $3.2M |
| ESIElement Solutions Inc | September 30, 2025 | +89.7% | $3.9M |
| APAApa Corporation | June 30, 2025 | +78.1% | $3.3M |
| JNJJohnson & Johnson | June 30, 2025 | +66.3% | $4.6M |
| CWCurtiss Wright Corp | June 30, 2025 | +55.1% | $3.4M |
Sold off last quarter
- JBNDJ P Morgan Exchange Traded F was $13.9M
- TRGPTarga Res Corp was $3.5M
- AXPAmerican Express Co was $3.0M
- Roivant Sciences LtdCUSIP G76279101 was $2.9M
- Te Connectivity PLCCUSIP G87052109 was $2.2M
- MTHMeritage Homes Corp was $2.0M
- WMGWarner Music Group Corp was $1.9M
- HOODRobinhood Mkts Inc was $1.8M
- BSXBoston Scientific Corp was $1.5M
- TWLOTwilio Inc was $1.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +1.9% | +14.8% |
| March 31, 2026 | +2.2% | −4.6% |
| December 31, 2025 | −0.3% | +2.4% |
| September 30, 2025 | +3.8% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −0.6% | −4.6% |
| December 31, 2024 | −2.0% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | +1.4% | +4.0% |
| March 31, 2024 | +5.0% | +10.0% |
| December 31, 2023 | +5.6% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +3.2% | +8.3% |
| March 31, 2023 | +1.2% | +7.0% |
| December 31, 2022 | +3.6% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −12.6% | −16.5% |
| March 31, 2022 | −5.7% | −4.9% |
| December 31, 2021 | +2.4% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Peak Financial Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1843309&type=13F-HR&dateb=&owner=include&count=40CIK 1843309
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1843309/000184330926000008/Filed July 17, 2026 · accession 0001843309-26-000008