13F Filings History of PEAK FINANCIAL ADVISORS LLC

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$222,611,293
Signature - Title
Lorraine E. Haverley - CCO
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by PEAK FINANCIAL ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PEAK FINANCIAL ADVISORS LLC reported 87 stock holdings with total value $222,611,293 as of Q4 2025. Top holdings included FLXR, MTBA, GLDM, CTA, and JBND.

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Holdings Value

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Quick Takeaways

  • PEAK FINANCIAL ADVISORS LLC reports institutional holdings through Form 13F filings.
  • Latest reported quarter: Q4 2025.
  • Latest reported holdings value: $222,611,293.

What Changed

  • Most recent filing was accepted on 12 Jan 2026, 17:22.
  • Reported value moved from $208,401,468 to $222,611,293.

Why This Matters

  • This gives a plain-language read of holdings direction before you open full quarter tables.
  • Use the filing links below to verify the exact SEC source document.

Official SEC Source

Backed by Form 13F

Portfolio holdings and changes are grounded in SEC Form 13F filings.

See Original Filing
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 87 $222,611,293 +$68,170,234 -$51,135,892 +$17,034,342 FLXR, MTBA, GLDM, CTA, JBND 13F-HR 12 Jan 2026, 17:22
Q3 2025 85 $208,401,468 +$54,364,863 -$47,402,630 +$6,962,233 FLXR, GLDM, CTA, MTBA, EMB 13F-HR 08 Oct 2025, 12:19
Q2 2025 87 $195,295,477 +$77,926,357 -$86,888,913 -$8,962,556 FLXR, GLDM, CTA, MTBA, ANGL 13F-HR 07 Jul 2025, 12:53
Q1 2025 72 $196,450,679 +$49,339,676 -$43,152,226 +$6,187,450 MTBA, GLDM, BUCK, CTA, ANGL 13F-HR 10 Apr 2025, 12:11
Q4 2024 74 $192,267,241 +$50,534,735 -$48,469,934 +$2,064,801 MTBA, BUCK, GLDM, SPLG, SVOL 13F-HR 14 Jan 2025, 11:32
Q3 2024 74 $194,457,095 +$69,048,113 -$54,404,448 +$14,643,665 MTBA, BUCK, GLDM, SVOL, CTA 13F-HR 09 Oct 2024, 18:30
Q2 2024 72 $174,278,282 +$59,393,253 -$48,174,012 +$11,219,241 MTBA, GLDM, SVOL, CTA, INDA 13F-HR 12 Jul 2024, 14:50
Q1 2024 68 $164,241,248 +$61,723,629 -$52,860,946 +$8,862,683 MTBA, GLDM, SVOL, CTA, TUA 13F-HR 12 Apr 2024, 15:52
Q4 2023 71 $149,607,006 +$59,860,646 -$7,490,956 +$52,369,690 HIGH, TUA, GLDM, SVOL, INDA 13F-HR 10 Jan 2024, 15:15
Q3 2023 52 $92,513,578 +$33,482,007 -$65,726,487 -$32,244,480 HIGH, TUA, GLDM, CTA, BBJP 13F-HR 10 Oct 2023, 12:39
Q2 2023 68 $127,405,899 +$48,609,601 -$43,066,082 +$5,543,519 MOAT, HIGH, SPTL, CTA, TUA 13F-HR 10 Jul 2023, 18:39
Q1 2023 63 $118,386,511 +$47,661,004 -$39,981,963 +$7,679,041 XONE, CTA, BTAL, USDU, GLDM 13F-HR 18 Apr 2023, 18:51
Q4 2022 66 $109,744,335 +$48,859,508 -$23,080,257 +$25,779,251 SHY, SPAB, CTA, BTAL, JEPI 13F-HR 12 Jan 2023, 12:53
Q3 2022 58 $81,325,000 +$28,565,187 -$46,411,839 -$17,846,652 BTAL, SUB, SPAB, MGV, SHY 13F-HR 26 Oct 2022, 10:44
Q2 2022 65 $101,004,000 +$35,106,933 -$39,856,952 -$4,750,019 ICSH, GLDM, SHM, MGV, XLU 13F-HR 13 Jul 2022, 18:18
Q1 2022 77 $116,683,000 +$73,930,531 -$86,082,855 -$12,152,324 GLDM, SPAB, MGV, SHM, XLU 13F-HR 22 Apr 2022, 14:24
Q4 2021 78 $129,733,000 +$49,782,088 -$38,592,763 +$11,189,325 SRLN, SCHP, GSIE, MGK, SPAB 13F-HR 19 Jan 2022, 12:18
Q3 2021 68 $113,708,000 +$26,295,018 -$28,228,641 -$1,933,623 SCHP, FPE, FEZ, PDBC, SRLN 13F-HR 12 Oct 2021, 16:47
Q2 2021 71 $116,270,000 +$36,192,430 -$43,279,459 -$7,087,029 IVOL, FPE, FEZ, PDBC, SRLN 13F-HR 26 Jul 2021, 15:47
Q1 2021 70 $118,624,000 +$38,863,856 -$38,345,529 +$518,327 IVOL, GCC, FPE, PDBC, ANGL 13F-HR 11 May 2021, 13:53
Q4 2020 54 $114,202,000 $0 $0 $0 IVOL, GCC, FPE, EMB, ANGL 13F-HR 02 Feb 2021, 15:58

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