# EDGAR Filing Document

**Accession Number:** 0001843309
**File Stem:** 0001843309-26-000002
**Filing Date:** 2026-1
**Character Count:** 12197
**Document Hash:** 18dd13caa28502fd38284e05344d42a8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001843309-26-000002.hdr.sgml**: 20260112

**ACCESSION NUMBER**: 0001843309-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260112

**DATE AS OF CHANGE**: 20260112

**EFFECTIVENESS DATE**: 20260112

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PEAK FINANCIAL ADVISORS LLC
- **CENTRAL INDEX KEY:** 0001843309

**ORGANIZATION NAME:**
- **EIN:** 841403901
- **STATE OF INCORPORATION:** CO
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20532
- **FILM NUMBER:** 26527817

**BUSINESS ADDRESS:**
- **STREET 1:** 155 SOUTH MADISON STREET
- **STREET 2:** SUITE 210
- **CITY:** DENVER
- **STATE:** CO
- **ZIP:** 80209
- **BUSINESS PHONE:** 3033162799

**MAIL ADDRESS:**
- **STREET 1:** 155 SOUTH MADISON STREET
- **STREET 2:** SUITE 210
- **CITY:** DENVER
- **STATE:** CO
- **ZIP:** 80209

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** PEAK FINANCIAL ADVISORS LLC<br>**Address:** 155 SOUTH MADISON STREET<br>SUITE 210<br>DENVER, CO 80209

**Form 13F File Number:** 028-20532

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** LORRAINE E. HAVERLEY<br>**Title:** CCO<br>**Phone:** (303) 316-2799

**Signature, Place, and Date of Signing:**

LORRAINE E. HAVERLEY  DENVER, CO  01-12-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 87

**Form 13F Information Table Value Total:** $226760970

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALLEGION PLC | ORD SHS | G0176J109 |  | 604240 | 3795 | SH |  | SOLE | 0 | 0 | 0 | 3795 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 566777 | 9830 | SH |  | SOLE | 0 | 0 | 0 | 9830 |
| AMAZON COM INC | COM | 023135106 |  | 4836141 | 20952 | SH |  | SOLE | 0 | 0 | 0 | 20952 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 3530322 | 9543 | SH |  | SOLE | 0 | 0 | 0 | 9543 |
| AMERICAN HEALTHCARE REIT INC | COM SHS | 398182303 |  | 596243 | 12670 | SH |  | SOLE | 0 | 0 | 0 | 12670 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 422179 | 2405 | SH |  | SOLE | 0 | 0 | 0 | 2405 |
| APA CORPORATION | COM | 03743Q108 |  | 2525495 | 103250 | SH |  | SOLE | 0 | 0 | 0 | 103250 |
| APPLE INC | COM | 037833100 |  | 1241856 | 4568 | SH |  | SOLE | 0 | 0 | 0 | 4568 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 637199 | 4863 | SH |  | SOLE | 0 | 0 | 0 | 4863 |
| AT INC | COM | 00206R102 |  | 593594 | 23897 | SH |  | SOLE | 0 | 0 | 0 | 23897 |
| AUTODESK INC | COM | 052769106 |  | 1026267 | 3467 | SH |  | SOLE | 0 | 0 | 0 | 3467 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 592401 | 2303 | SH |  | SOLE | 0 | 0 | 0 | 2303 |
| AUTOZONE INC | COM | 053332102 |  | 542640 | 160 | SH |  | SOLE | 0 | 0 | 0 | 160 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 1856465 | 19470 | SH |  | SOLE | 0 | 0 | 0 | 19470 |
| BRIXMOR PPTY GROUP INC | COM | 11120U105 |  | 2243173 | 85552 | SH |  | SOLE | 0 | 0 | 0 | 85552 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 610781 | 1954 | SH |  | SOLE | 0 | 0 | 0 | 1954 |
| CANADIAN NAT RES LTD | COM | 136385101 |  | 3166668 | 93550 | SH |  | SOLE | 0 | 0 | 0 | 93550 |
| CIENA CORP | COM NEW | 171779309 |  | 2711957 | 11596 | SH |  | SOLE | 0 | 0 | 0 | 11596 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2822808 | 3273 | SH |  | SOLE | 0 | 0 | 0 | 3273 |
| CURTISS WRIGHT CORP | COM | 231561101 |  | 2211144 | 4011 | SH |  | SOLE | 0 | 0 | 0 | 4011 |
| CVS HEALTH CORP | COM | 126650100 |  | 2977587 | 37520 | SH |  | SOLE | 0 | 0 | 0 | 37520 |
| DANAHER CORPORATION | COM | 235851102 |  | 2435251 | 10638 | SH |  | SOLE | 0 | 0 | 0 | 10638 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 471301 | 4021 | SH |  | SOLE | 0 | 0 | 0 | 4021 |
| ELEMENT SOLUTIONS INC | COM | 28618M106 |  | 1994127 | 79797 | SH |  | SOLE | 0 | 0 | 0 | 79797 |
| ENBRIDGE INC | COM | 29250N105 |  | 573673 | 11994 | SH |  | SOLE | 0 | 0 | 0 | 11994 |
| F5 INC | COM | 315616102 |  | 617984 | 2421 | SH |  | SOLE | 0 | 0 | 0 | 2421 |
| FASTENAL CO | COM | 311900104 |  | 586139 | 14606 | SH |  | SOLE | 0 | 0 | 0 | 14606 |
| FEDEX CORP | COM | 31428X106 |  | 2638447 | 9134 | SH |  | SOLE | 0 | 0 | 0 | 9134 |
| GARMIN LTD | SHS | H2906T109 |  | 627618 | 3094 | SH |  | SOLE | 0 | 0 | 0 | 3094 |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 |  | 1521905 | 35617 | SH |  | SOLE | 0 | 0 | 0 | 35617 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 612663 | 697 | SH |  | SOLE | 0 | 0 | 0 | 697 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 |  | 2359780 | 60929 | SH |  | SOLE | 0 | 0 | 0 | 60929 |
| HEICO CORP NEW | CL A | 422806208 |  | 230216 | 912 | SH |  | SOLE | 0 | 0 | 0 | 912 |
| HUBSPOT INC | COM | 443573100 |  | 1637304 | 4080 | SH |  | SOLE | 0 | 0 | 0 | 4080 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 4412454 | 36980 | SH |  | SOLE | 0 | 0 | 0 | 36980 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 623448 | 2465 | SH |  | SOLE | 0 | 0 | 0 | 2465 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 3430380 | 32457 | SH |  | SOLE | 0 | 0 | 0 | 32457 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 380533 | 804 | SH |  | SOLE | 0 | 0 | 0 | 804 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 11417144 | 118583 | SH |  | SOLE | 0 | 0 | 0 | 118583 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 |  | 6197050 | 114654 | SH |  | SOLE | 0 | 0 | 0 | 114654 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 |  | 15046383 | 278276 | SH |  | SOLE | 0 | 0 | 0 | 278276 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2474593 | 11957 | SH |  | SOLE | 0 | 0 | 0 | 11957 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 223943 | 695 | SH |  | SOLE | 0 | 0 | 0 | 695 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 638421 | 23224 | SH |  | SOLE | 0 | 0 | 0 | 23224 |
| KLA CORP | COM NEW | 482480100 |  | 609970 | 502 | SH |  | SOLE | 0 | 0 | 0 | 502 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 684035 | 3996 | SH |  | SOLE | 0 | 0 | 0 | 3996 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 1784421 | 4996 | SH |  | SOLE | 0 | 0 | 0 | 4996 |
| M  T BK CORP | COM | 55261F104 |  | 2116547 | 10505 | SH |  | SOLE | 0 | 0 | 0 | 10505 |
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 |  | 2600730 | 4466 | SH |  | SOLE | 0 | 0 | 0 | 4466 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 2771622 | 4855 | SH |  | SOLE | 0 | 0 | 0 | 4855 |
| MERITAGE HOMES CORP | COM | 59001A102 |  | 2177322 | 33090 | SH |  | SOLE | 0 | 0 | 0 | 33090 |
| META PLATFORMS INC | CL A | 30303M102 |  | 611903 | 927 | SH |  | SOLE | 0 | 0 | 0 | 927 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 2902620 | 10170 | SH |  | SOLE | 0 | 0 | 0 | 10170 |
| MICROSOFT CORP | COM | 594918104 |  | 784915 | 1623 | SH |  | SOLE | 0 | 0 | 0 | 1623 |
| MILLROSE PPTYS INC | COM CL A | 601137102 |  | 406859 | 13621 | SH |  | SOLE | 0 | 0 | 0 | 13621 |
| MOELIS  CO | CL A | 60786M105 |  | 584777 | 8507 | SH |  | SOLE | 0 | 0 | 0 | 8507 |
| MONOLITHIC PWR SYS INC | COM | 609839105 |  | 715118 | 789 | SH |  | SOLE | 0 | 0 | 0 | 789 |
| NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 |  | 404054 | 14323 | SH |  | SOLE | 0 | 0 | 0 | 14323 |
| NETFLIX INC | COM | 64110L106 |  | 2832208 | 30207 | SH |  | SOLE | 0 | 0 | 0 | 30207 |
| NNN REIT INC | COM | 637417106 |  | 453078 | 11433 | SH |  | SOLE | 0 | 0 | 0 | 11433 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1199568 | 6432 | SH |  | SOLE | 0 | 0 | 0 | 6432 |
| ONEMAIN HLDGS INC | COM | 68268W103 |  | 606851 | 8984 | SH |  | SOLE | 0 | 0 | 0 | 8984 |
| ORACLE CORP | COM | 68389X105 |  | 759564 | 3897 | SH |  | SOLE | 0 | 0 | 0 | 3897 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 630372 | 3930 | SH |  | SOLE | 0 | 0 | 0 | 3930 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 588742 | 2778 | SH |  | SOLE | 0 | 0 | 0 | 2778 |
| SABA CAPITAL INCOME  OPRNT | SHS NEW | 78518H202 |  | 593625 | 84683 | SH |  | SOLE | 0 | 0 | 0 | 84683 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 1919031 | 35038 | SH |  | SOLE | 0 | 0 | 0 | 35038 |
| SEMPRA | COM | 816851109 |  | 2344276 | 26552 | SH |  | SOLE | 0 | 0 | 0 | 26552 |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | 82889N525 |  | 18882393 | 374576 | SH |  | SOLE | 0 | 0 | 0 | 374576 |
| SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 |  | 15897518 | 583181 | SH |  | SOLE | 0 | 0 | 0 | 583181 |
| SONO TEK CORP | COM | 835483108 |  | 59972 | 14521 | SH |  | SOLE | 0 | 0 | 0 | 14521 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A649 |  | 430540 | 16720 | SH |  | SOLE | 0 | 0 | 0 | 16720 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R606 |  | 404970 | 17109 | SH |  | SOLE | 0 | 0 | 0 | 17109 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 2107620 | 26273 | SH |  | SOLE | 0 | 0 | 0 | 26273 |
| STAG INDL INC | COM | 85254J102 |  | 489982 | 13329 | SH |  | SOLE | 0 | 0 | 0 | 13329 |
| STARWOOD PPTY TR INC | COM | 85571B105 |  | 452139 | 25105 | SH |  | SOLE | 0 | 0 | 0 | 25105 |
| TARGA RES CORP | COM | 87612G101 |  | 2601635 | 14101 | SH |  | SOLE | 0 | 0 | 0 | 14101 |
| TCW ETF TRUST | FLEXIBLE INCOME | 29287L700 |  | 25434050 | 642274 | SH |  | SOLE | 0 | 0 | 0 | 642274 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 |  | 2352226 | 10339 | SH |  | SOLE | 0 | 0 | 0 | 10339 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 213817 | 369 | SH |  | SOLE | 0 | 0 | 0 | 369 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 567013 | 11338 | SH |  | SOLE | 0 | 0 | 0 | 11338 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 1183380 | 11427 | SH |  | SOLE | 0 | 0 | 0 | 11427 |
| VERISIGN INC | COM | 92343E102 |  | 579436 | 2385 | SH |  | SOLE | 0 | 0 | 0 | 2385 |
| VICI PPTYS INC | COM | 925652109 |  | 449318 | 15979 | SH |  | SOLE | 0 | 0 | 0 | 15979 |
| WALMART INC | COM | 931142103 |  | 2499372 | 22434 | SH |  | SOLE | 0 | 0 | 0 | 22434 |
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 |  | 2315738 | 75505 | SH |  | SOLE | 0 | 0 | 0 | 75505 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 17141272 | 200788 | SH |  | SOLE | 0 | 0 | 0 | 200788 |

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