PEAK FINANCIAL ADVISORS LLC
•CIK: 1843309•Filing: Q4 2025
**PEAK FINANCIAL ADVISORS LLC** manages $223M across a diversified portfolio of 87 positions. The fund exhibits significant allocations to technology and commodities, notably holding FLXR at $25.4M and GLDM at $17.1M. Key exposures also include MTBA ($18.9M) and CTA ($15.9M), suggesting a tactical approach across various asset classes. This concentrated structure indicates active management targeting specific sector and commodity trends.
Total AUM
$222.6M
QoQ Performance
+6.8%
Positions
80
Top 10 Concentration
55.2%
Latest Filing
Q4 2025
Top Holdings Allocation
FLXR
MTBA
GLDM
CTA
JBND
EMB
FLXR11.4%
MTBA8.5%
GLDM7.7%
CTA7.1%
JBND6.8%
EMB5.1%
INDA2.8%
AMZN2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.8%
Consumer4.6%
Healthcare3.6%
Financial3.2%
Technology2.4%
Communication1.5%
Industrial1.2%
Consumer Staples0.3%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW13 new positions
↑41 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023