Peak Financial Advisors Llc Activity Analysis: Q2 2026 Portfolio Changes

According to the latest filing from Peak Financial Advisors Llc, several notable transactions occurred during Q2 2026. The firm significantly increased its allocation in certain exchange-traded funds (ETFs) and added positions to specific large-cap stocks, while simultaneously reducing exposure or exiting other holdings.

Among the most significant purchases this quarter were substantial increases in ETF allocations. Peak notably boosted its position in ISHARES TR (MBB), increasing shares by 100% to represent approximately $8.2 million, or 8.17%, of the portfolio as of June 30th. Similarly, TCW ETF TRUST (FLXR) saw a significant increase in shares by about 40% ($254k new shares), adding roughly $14.5 million to the portfolio weighting, now accounting for 14.45%. The firm also added FRANKLIN TEMPLETON ETF TR (FLSP) with a nearly 15% increase in shares ($98k new), contributing $879,000 or 8.79%. Furthermore, large-cap additions included EDWARDS LIFESCIENCES CORP (EW), which was newly acquired and now holds a portfolio weighting of $1.5 million at 1.5%, and CHENIERE ENERGY INC (LNG) with a fresh position valued at $270,000 or 1.12%. A new holding was also noted in VANGUARD FUNDS (V), adding $5 million to the portfolio.

Conversely, Peak Financial Advisors Llc reduced or exited several holdings during Q2 2026. The firm completely removed ISHARES TR (ICSH), which was a position of $342k, now accounting for just 0.14% after an almost total reduction (-93.69%) in shares. Similarly, the significant holding SIMPLIFY EXCHANGE TRADED FUN (MTBA) was effectively eliminated from the portfolio following a drastic 98% reduction (-$336k new shares) and an associated value loss of $319,200. The firm also sold out its position in AMAZON COM INC (AMZN), which was a top holding previously valued at over $6 million but now shows no allocation as per the filing's structure.

These changes reflect a dynamic portfolio strategy. Peak appears to be actively managing its asset distribution, favoring certain ETFs and large-cap stocks while divesting others entirely or significantly reducing their weight. The firm has both substantial buying activity (indicated by 'has_large_buys': true) and selling activity ('has_large_sells': true), suggesting a deliberate rebalancing effort this quarter.

For further details on Peak Financial Advisors Llc's holdings, you can visit their institutional profile. Detailed information about specific stocks held or sold by the firm is available through their respective stock pages on InsiderSet.