Twin Peaks Wealth Advisors »

First Fndtn shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of First Fndtn shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by Twin Peaks Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Fndtn by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $77 13 5.92
2025-06-30 $26 5 5.20

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Nvidia Corporation Stock (NVDA)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Meta Platforms Inc Cl A Stock (META)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ishares Msci Eafe Value Etf Etf (EFV)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Amazon Stock (AMZN)
First Trust Smith Unconstrained Bond Etf Etf (UCON)

View all positions for Twin Peaks Wealth Advisors

Top funds holding First Fndtn

Canyon Capital Advisors
Strategic Value Bank Partners
North Reef Capital Management
BlackRock
Fortress Investment Group
Wellington Management Company
Vanguard Capital Management
Sandler O'Neill Asset Management
Hotchkis and Wiley Capital Management
Glazer Capital
Dimensional Fund Advisors
Qube Research & Technologies
Geode Capital Management
State Street Corporation
Ameriprise Financial

View all funds holding First Fndtn