PEAK FINANCIAL ADVISORS LLC
Top Portfolio Positions
50 positions ·
$106,504,228 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
165,427 | $15,333,428 | 14.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
23,975 | $4,993,273 | 4.69% | |
| CNQ |
Canadian Natural Resources Ltd
Energy
|
93,840 | $4,572,823 | 4.29% | |
| CIEN |
Ciena Corp
Technology
|
11,356 | $4,408,739 | 4.14% | |
| APA |
APA Corp
Energy
|
102,774 | $4,361,728 | 4.10% | |
| TRGP |
Targa Resources Corp.
Energy
|
14,038 | $3,519,747 | 3.30% | |
| NFLX |
Netflix Inc
Communication Services
|
35,647 | $3,427,459 | 3.22% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
3,271 | $3,259,322 | 3.06% | |
| NVDA |
Nvidia Corp
Technology
|
18,618 | $3,246,979 | 3.05% | |
| FDX |
Fedex Corp
Industrials
|
8,999 | $3,205,263 | 3.01% |
Portfolio Trend
22 quarters · across all stocks
Holdings in WMG
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,910,213 | 74,793 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,315,738 | 75,505 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $835,764 | 24,538 | Shares | Sole | 2025-10-08 | |
| No 13F history on record for this holder in this stock. | ||||||