Peak Financial Advisors LLC - Q42025 Holdings

Peak Financial Advisors LLC holds 87 stocks with a total portfolio value of $ 222.61M as of Q42025. In Q42025, Peak Financial Advisors LLC added 13 new positions, increased stakes in 41 stocks, reduced 28 holdings, and fully exited 11 positions. The largest holding is Tcw Etf Trust (FLXR), representing 11.43% of the total portfolio.