Institutional Fund
Peak Financial Advisors LLC
Denver, COCIK 18433095 filings on record
Portfolio Value
$225.86M
Q1 2026
Holdings
70
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+1.5%
from $222.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Tcw ETF Trust11.0%
- Franklin Templeton ETF Tr8.1%
- Simplify Exchange Traded Fun7.5%
- World Gold Tr6.8%
- J P Morgan Exchange Traded F6.2%
- Simplify Exchange Traded Fun5.8%
- Other54.7%
Portfolio Holdings
70 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tcw ETF Trust | 635.0K | $24.94M | 11.0% | −7.3K | Reduced |
| 2 | Franklin Templeton ETF Tr | 668.5K | $18.18M | 8.1% | +668.5K | New |
| 3 | Simplify Exchange Traded Fun | 343.1K | $16.97M | 7.5% | −31.5K | Reduced |
| 4 | World Gold Tr | 165.4K | $15.33M | 6.8% | −35.4K | Reduced |
| 5 | J P Morgan Exchange Traded F | 259.4K | $13.95M | 6.2% | −18.9K | Reduced |
| 6 | Simplify Exchange Traded Fun | 430.4K | $13.01M | 5.8% | −152.8K | Reduced |
| 7 | Ishares Tr | 117.1K | $10.99M | 4.9% | −1.5K | Reduced |
| 8 | Ishares Tr | 107.1K | $5.42M | 2.4% | +107.1K | New |
| 9 | Amazon Com Inc | 24.0K | $4.99M | 2.2% | +3.0K | Added |
| 10 | Canadian Nat Res Ltd | 93.8K | $4.57M | 2.0% | +290 | Added |
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