PEAK FINANCIAL ADVISORS LLC
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 222,611
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/12/2026 | 87 | 222,611 | 13F-HR | PEAK FINANCIAL ADVISORS LLC |
| Q3 2025 | 10/8/2025 | 85 | 208,401 | 13F-HR | PEAK FINANCIAL ADVISORS LLC |
| Q2 2025 | 7/7/2025 | 87 | 195,295 | 13F-HR | PEAK FINANCIAL ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 151.4 K | 68.0% | 0 | 6.239 K | -6.239 K |
| ETFs | 44.75 K | 20.1% | 1.59 K | 0 | 1.59 K |
| Debt | 15.05 K | 6.8% | 15.05 K | 0 | 15.05 K |
| Other | 11.42 K | 5.1% | 3.812 K | 0 | 3.812 K |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
222,611
Holdings
87
QoQ value change ($000)
14,210
(6.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.