Notify me when PEAK FINANCIAL ADVISORS LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| 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 |