Peak Financial Advisors LLC - Q12026 Holdings

Peak Financial Advisors LLC holds 70 stocks with a total portfolio value of $ 225.86M as of Q12026. In Q12026, Peak Financial Advisors LLC added 13 new positions, increased stakes in 25 stocks, reduced 28 holdings, and fully exited 30 positions. The largest holding is Tcw Etf Trust (FLXR), representing 11.04% of the total portfolio.