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Peak Financial Advisors LLC
PEAK Financial Advisors LLC is an independent investment adviser firm headquartered in Boulder, Colorado. Founded in 1997, the firm focuses on personal financial planning and investment management for individuals and families, emphasizing building long-term relationships and understanding clients' unique situations, values, and goals. As a boutique firm, PEAK Financial Advisors delivers personalized advice and guidance aimed at helping clients achieve financial clarity and security.
Investment Strategy
PEAK Financial Advisors LLC provides comprehensive financial planning and investment management tailored to individual clients. Their approach centers on understanding each client's specific goals and risk tolerance, using diversified portfolios designed to achieve long-term growth and financial security. The firm emphasizes low-cost, tax-efficient investing, continuous monitoring, and regular rebalancing to keep portfolios aligned with clients’ objectives and market conditions.
Latest 13F Filing Activity
Peak Financial Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 84 equity positions with a total 13F market value of $208M. The fund increased holdings in Oracle Corp., TCW Etf Trust, Kla Corp. among other positions. Peak Financial Advisors LLC reduced exposure to 3m Co., Arista Networks Inc., Oreilly Automotive Inc. among others.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FLXR | TCW ETF TRUST | 11.94% | $24.9M | 625,320 | $39.43 | $39.80 | +$3.3M |
G GLDM | WORLD GOLD TR | 9.15% | $19.1M | 249,333 | $40.82 | $76.45 | +$2.8M |
C CTA | SIMPLIFY EXCHANGE TRADED FUN | 7.79% | $16.2M | 580,773 | $26.38 | $27.97 | +$1.8M |
M MTBA | SIMPLIFY EXCHANGE TRADED FUN | 7.21% | $15.0M | 298,593 | $50.56 | $50.35 | +$910.9K |
E EMB | ISHARES TR | 3.65% | $7.6M | 79,896 | $89.34 | $95.19 | +$227.3K |
Industry Allocation
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