Peak Financial Advisors
Peak Financial Advisors reported 78 stocks worth $232M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are FLXR (15.1%), FLSP (9.3%) and GLDM (5.5%). Compared with Q2 2026, the fund opened new positions in GMUB, VGIT and BA, added to FLXR, VBIL and COWZ, trimmed FLSP, GLDM and EMB and sold out of MBB, CTA and ESI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FLXR Tcw ETF Trust | $34.9M | 15.1% | 920K | +31K (+3%) | 7 of 8 | |
| 2 |  FLSP Franklin Templeton ETF TR | $21.5M | 9.3% | 752K | −15K (−2%) | 3 of 8 | |
| 3 |  GLDM World Gold TR | $12.8M | 5.5% | 156K | −18K (−10%) | 8 of 8 | |
| 4 |  GMUB Goldman Sachs ETF TR | $12.6M | 5.4% | 258K | New position | 1 of 8 | |
| 5 |  EMB Ishares TR | $10.5M | 4.5% | 116K | −2,184 (−2%) | 8 of 8 | |
| 6 |  VBIL Vanguard 0-3 Month | $7.5M | 3.2% | 99K | +94K (+2153%) | 2 of 8 | |
| 7 |  COWZ Pacer Fds TR | $6.3M | 2.7% | 94K | +58K (+160%) | 3 of 8 | |
| 8 |  AMZN Amazon Com Inc | $5.7M | 2.5% | 23K | −3,069 (−12%) | 8 of 8 | |
| 9 |  VGIT Vanguard Scottsdale Fds | $5.6M | 2.4% | 99K | New position | 1 of 8 | |
| 10 |  BRK.B Berkshire Hathaway Inc Del | $5.3M | 2.3% | 11K | +2,576 (+32%) | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MBB Ishares TR | $19.7M | 209K |
 CTA Simplify Exchange Traded Fun | $11.1M | 428K |
 ESI Element Solutions Inc | $3.9M | 81K |
 CW Curtiss Wright Corp | $3.4M | 4,503 |
 ETN Eaton Corp PLC | $3.4M | 7,968 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Peak Financial Advisors 13F FAQ
What does Peak Financial Advisors own?
Peak Financial Advisors reported 78 stocks worth $232M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are FLXR (15.1%), FLSP (9.3%) and GLDM (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did Peak Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 29 added to, 27 trimmed and 12 sold out. New positions include GMUB, VGIT and BA. It sold all of MBB, CTA and ESI.
When will Peak Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Peak Financial Advisors's portfolio worth?
The Q3 2026 filing reports $232M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.