Peak Financial Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 78 separate positions held by the firm during the third quarter of 2026.
The report identifies Debbie Freeman as the Chief Compliance Officer for the firm, which is headquartered at 155 South Madison Street, Suite 210, in Denver, Colorado. The filing was submitted on October 28, 2026.
The portfolio includes a mix of large-cap technology companies, energy firms, and exchange-traded funds. Notable holdings include significant positions in Berkshire Hathaway Inc. Class B, with 10,606 shares, and Applied Materials Inc., with 511 shares. The firm also holds shares in major retailers such as Walmart Inc. (27,034 shares) and Costco Wholesale Corporation (2,956 shares).
Among the energy sector positions listed are Kinder Morgan Inc. (22,629 shares), Canadian Natural Resources Ltd. (73,057 shares), and Duke Energy Corp. (4,712 shares). The filing also details positions in biotechnology companies, including CytomX Therapeutics Inc. (462,061 shares) and Sonos Tek Corp. (14,521 shares).
The portfolio is diversified across various sectors, with a total of 78 individual stock positions reported in the information table.
