Peak Financial Advisors LLC ETF holdings
Denver, CO
Reported $130.0M in 21 ETFs in its Form 13F for June 30, 2026.
ETF value
$130.0M
ETFs held
21
Change from prior quarter
-3.5%
With price moves
ETFs as a share of its 13F
53.8%
of $241.5M
Top 10 of 21 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| FLXR | TCW Flexible Income ETF | $34.9M | 889,796 | +254,784 shares |
| FLSP | Franklin Systematic Style Premia ETF | $21.2M | 766,968 | +98,486 shares |
| MBB | iShares MBS ETF | $19.7M | 208,845 | New position |
| GLDM | SPDR Gold MiniShares | $13.8M | 173,948 | +8,521 shares |
| EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | $11.4M | 117,891 | +839 shares |
| CTA | Simplify Managed Futures Strategy ETF | $11.1M | 427,579 | −2,782 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $4.7M | 29,403 | −412 shares |
| INDA | iShares MSCI India ETF | $3.8M | 76,069 | −9,648 shares |
| COWZ | Pacer US Cash Cows 100 ETF | $2.2M | 36,053 | +1,105 shares |
| URA | Global X Uranium ETF | $1.6M | 36,741 | +1,138 shares |
11 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001843309. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Peak Financial Advisors LLC own?
Peak Financial Advisors LLC reported 21 ETF positions worth $130.0M in its Form 13F for June 30, 2026. The largest was FLXR, at $34.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.