PEAK FINANCIAL ADVISORS LLC
RIA/Wealth
PEAK FINANCIAL ADVISORS LLC is a RIA/Wealth based in Irvine, CA led by Brian Timothy Sells, reporting $251.8M in AUM as of Q3 2025 with 32% ETF concentration and 53% concentrated in top 10 holdings.
CIOBrian Timothy Sells
- Portfolio Value
- $208.8M
- Positions
- 86
- Top Holding
- FLXR at 11.92%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PEAK FINANCIAL ADVISORS LLC's portfolio (52.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $24.9M | 11.92% | +$3.1M Bought | — 625.3K shares | |
Unknown Unknown | $19.1M | 9.13% | +$45.9K Bought | — 249.3K shares | |
ETF ETF | $16.2M | 7.78% | +$1.1M Bought | — 580.8K shares | |
ETF ETF | $15.0M | 7.20% | +$837.6K Bought | — 298.6K shares | |
ETF ETF | $7.6M | 3.64% | +$22.6K Bought | — 79.9K shares | |
ETF ETF | $7.0M | 3.37% | -$1.1M Sold | — 236.4K shares | |
ETF ETF | $6.0M | 2.87% | -$672.7K Sold | — 115.0K shares | |
Discount Stores Consumer Defensive | $5.4M | 2.60% | +$342.5K Bought | 0.00% 5.9K shares | |
ETF ETF | $4.4M | 2.12% | +$307.1K Bought | — 36.6K shares | |
Specialty Retail Consumer Cyclical | $4.2M | 1.99% | +$90.9K Bought | 0.00% 18.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PEAK FINANCIAL ADVISORS LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
| Position | Shares Δ |
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Analytics
Portfolio insights and performance metrics for PEAK FINANCIAL ADVISORS LLC
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