account_balance
Investment manager · 13F filer · SEC CIK 1843309
Peak Financial Advisors LLC
Reported value$232Mas of Sep 30, 2026
Positions78 12 new, 12 sold out
Top 10 weight52.9%FLXR alone is 15%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FLXRTCW ETF Trust
15.1%Added +3%
FLSPFranklin Templeton ETF Tr
9.3%
GLDMWorld Gold Trust
5.5%Trimmed −10%
GMUBGoldman Sachs ETF Tr
5.4%New
EMBiShares Tr
4.5%
VBILVanguard Instl Index Fd
3.2%Added +2153%
COWZPacer FDS Tr
2.7%+160%
AMZNAmazon.com Inc
2.5%−12%
VGITVanguard Scottsdale FDS
2.4%New
BRK-BBerkshire Hathaway Inc
2.3%
JNJJohnson & Johnson
2.0%
APAAPA Corp
1.8%
FLXRTCW ETF Trust
15.1%Added +3%
FLSPFranklin Templeton ETF Tr
9.3%
GLDMWorld Gold Trust
5.5%
GMUBGoldman Sachs ETF Tr
5.4%
EMBiShares Tr
4.5%
VBILVanguard Instl Index Fd
3.2%
COWZPacer FDS Tr
2.7%
VGIT2.4%
BRK-BJNJ2.0%APA1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FLXR TCW ETF Trust 15.1% Added +3%
FLSP Franklin Templeton ETF Tr 9.3% Held
GLDM World Gold Trust 5.5% Trimmed −10%GMUB Goldman Sachs ETF Tr 5.4% New
EMB iShares Tr 4.5% Held
VBIL Vanguard Instl Index Fd 3.2% Added +2153%
COWZ Pacer FDS Tr 2.7% Added +160%
AMZN Amazon.com Inc 2.5% Trimmed −12%VGIT Vanguard Scottsdale FDS 2.4% New
BRK-B Berkshire Hathaway Inc 2.3% Added +32%JNJ Johnson & Johnson 2.0% HeldAPA APA Corp 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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