Long-term investor
Peak Financial Advisors LLC @peakfinancialadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001843309).
Record
- Tracked since 2025-06-30 (446 days), 211 trades recorded
- Returns: week n/a · month n/a · 90 days +0.4% · 6 months n/a · 1 year +6.1% · all +6.1%
- Max drawdown n/a · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 29287L700 · 14.4% · long · since 2025-06-30
- 35473P546 · 8.8% · long · since 2026-03-31
- 464288588 · 8.2% · long · since 2026-06-30
- GLDM · 5.7% · long · since 2025-06-30
- 464288281 · 4.7% · long · since 2025-06-30
- 82889N699 · 4.6% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- CIEN · 2.1% · long · since 2025-09-30
- 46138E339 · 2.0% · long · since 2025-06-30
- JNJ · 1.9% · long · since 2025-06-30
- CNP · 1.7% · long · since 2026-03-31
- BRK-B · 1.7% · long · since 2026-03-31