Peak Financial Advisors LLC - Q22026 Holdings
Peak Financial Advisors LLC holds 78 stocks with a total portfolio value of $ 241.51M as of Q22026. In Q22026, Peak Financial Advisors LLC added 20 new positions, increased stakes in 34 stocks, reduced 19 holdings, and fully exited 12 positions. The largest holding is Tcw Etf Trust (FLXR), representing 14.45% of the total portfolio.
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