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Twin Peaks Wealth Advisors

Latest statistics and disclosures from Twin Peaks Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IVV, FIXD, META, BUFR, and represent 25.08% of Twin Peaks Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: EFV, IUSB, GOVT, DOCS, QUAL, BUFR, DYNF, EMXC, IVW, IVV.
Started 12 new stock positions in PLTR, VCIT, JCPB, UPST, FSIG, HD, XOM, GILD, ORCL, WMT. DOCS, JNJ.
Reduced shares in these 10 stocks: , VOO, AGG, BSV, HEFA, VEA, FTSM, AAPL, IEMG, DELL.
Sold out of its positions in ABNB, CRWD, DELL, AGG, HEFA, ESGU, SPTI, SOFI, BNDX.
Twin Peaks Wealth Advisors was a net buyer of stock by $9.1M.
Twin Peaks Wealth Advisors has $217M in assets under management (AUM), dropping by 8.21%.
Central Index Key (CIK): 0002006218

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Portfolio Holdings for Twin Peaks Wealth Advisors

Twin Peaks Wealth Advisors holds 131 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.4	$14M	-3%	60k	233.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.4	$12M	+4%	20k	576.85	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	5.3	$11M	+2%	252k	45.24	View chart
Meta Platforms Cl A (META)	4.2	$9.2M		16k	572.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	3.8	$8.3M	+11%	278k	29.89	View chart
Ishares Tr Core Total Usd (IUSB)	3.8	$8.2M	+37%	174k	47.12	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	3.0	$6.4M	-6%	107k	59.87	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.7	$5.9M	+2%	326k	18.10	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	2.6	$5.6M		223k	25.13	View chart
Microsoft Corporation (MSFT)	2.5	$5.4M		13k	430.33	View chart
Amazon (AMZN)	2.5	$5.4M		29k	186.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$4.7M	-2%	9.7k	488.08	View chart
NVIDIA Corporation (NVDA)	2.2	$4.7M	-6%	39k	121.44	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	2.1	$4.6M	-2%	42k	110.19	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.1	$4.6M	+22%	26k	179.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.1	$4.6M	+14%	48k	95.75	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$4.5M	-6%	7.8k	573.81	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	2.0	$4.4M		74k	59.23	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	1.9	$4.1M	+24%	82k	49.47	View chart
Ishares Tr Eafe Value Etf (EFV)	1.7	$3.7M	+176%	64k	57.53	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	1.7	$3.6M	-2%	17k	211.84	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.5	$3.3M	+13%	31k	107.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	1.4	$3.0M	+17%	99k	30.35	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.3	$2.7M	+6%	60k	45.89	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	1.2	$2.7M	-3%	56k	48.36	View chart
Tesla Motors (TSLA)	1.1	$2.4M		9.1k	261.66	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$2.3M	+24%	12k	197.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$2.0M		12k	167.20	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.9	$1.9M	+7%	33k	59.21	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.9	$1.9M	-12%	21k	90.80	View chart
Ishares Msci Emrg Chn (EMXC)	0.8	$1.8M	+73%	29k	61.11	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$1.7M	+6%	11k	151.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.7M	-6%	10k	165.86	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.8	$1.6M	-3%	35k	46.74	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$1.6M	+14%	17k	95.81	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.7	$1.5M	+433%	65k	23.45	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$1.4M	-22%	25k	57.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$1.4M	-3%	22k	62.32	View chart
salesforce (CRM)	0.6	$1.3M	+2%	4.9k	273.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$1.3M	+39%	5.3k	237.24	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.6	$1.3M		12k	102.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.2M	-8%	2.7k	460.26	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.1M	+5%	17k	64.74	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.5	$1.1M	+38%	23k	46.52	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$1.0M	+6%	5.1k	200.85	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.5	$1.0M	-12%	53k	19.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$993k	-47%	1.9k	527.88	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.4	$957k	+70%	17k	57.22	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$912k	+6%	12k	75.11	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.4	$901k	-4%	13k	67.51	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$872k	-7%	8.9k	98.11	View chart
Doximity Cl A (DOCS)	0.4	$872k	NEW	20k	43.57	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$861k	+11%	19k	45.49	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.4	$839k	+73%	16k	53.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$801k	+18%	3.0k	263.91	View chart
Uber Technologies (UBER)	0.4	$784k		10k	75.16	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.4	$780k	+2%	18k	42.86	View chart
Advanced Micro Devices (AMD)	0.3	$750k	+48%	4.6k	164.08	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$739k	-23%	5.6k	131.92	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.3	$735k	+14%	7.1k	103.58	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$717k		2.8k	260.07	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.3	$702k	-2%	21k	33.03	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.3	$684k	+5%	14k	50.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$660k	+8%	1.8k	375.57	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.3	$659k		15k	43.29	View chart
Broadcom (AVGO)	0.3	$658k	+192%	3.8k	172.52	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$655k	-2%	6.4k	102.58	View chart
Eli Lilly & Co. (LLY)	0.3	$651k	+3%	735.00	886.14	View chart
Netflix (NFLX)	0.3	$619k	-2%	872.00	709.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$539k	-7%	1.9k	283.21	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$538k	-8%	5.7k	94.61	View chart
Abbvie (ABBV)	0.2	$502k	+11%	2.5k	197.48	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$487k		5.9k	83.01	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$486k	+18%	10k	46.97	View chart
Adobe Systems Incorporated (ADBE)	0.2	$484k		934.00	517.78	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$471k	-55%	6.0k	78.70	View chart
McKesson Corporation (MCK)	0.2	$458k		927.00	494.42	View chart
JPMorgan Chase & Co. (JPM)	0.2	$448k	+11%	2.1k	210.92	View chart
Coinbase Global Com Cl A (COIN)	0.2	$441k	-11%	2.5k	178.17	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$434k	+15%	3.7k	117.31	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.2	$431k	+11%	9.1k	47.32	View chart
Moody's Corporation (MCO)	0.2	$411k	-9%	865.00	474.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$408k	-32%	8.5k	47.85	View chart
Visa Com Cl A (V)	0.2	$398k	-4%	1.4k	274.95	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.2	$398k	NEW	21k	19.20	View chart
Costco Wholesale Corporation (COST)	0.2	$390k		440.00	886.82	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.2	$382k		4.1k	93.28	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$379k	-4%	2.2k	171.93	View chart
Intuit (INTU)	0.2	$368k	-10%	593.00	621.00	View chart
First Tr Exchange Traded Dj Intl Intrnt (FDNI)	0.2	$359k	-3%	13k	28.64	View chart
Procter & Gamble Company (PG)	0.2	$356k	+3%	2.1k	173.26	View chart
Servicenow (NOW)	0.2	$353k	+2%	395.00	894.39	View chart
UnitedHealth (UNH)	0.2	$353k	+23%	603.00	585.07	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.2	$347k	+11%	5.5k	63.01	View chart
Kla Corp Com New (KLAC)	0.2	$346k		447.00	774.41	View chart
Shopify Cl A (SHOP)	0.2	$343k	+3%	4.3k	80.14	View chart
McDonald's Corporation (MCD)	0.2	$341k	+7%	1.1k	304.51	View chart
First Tr Morningstar Divid L SHS (FDL)	0.2	$332k	+11%	7.9k	41.95	View chart
First Tr Exchange-traded S&p Intl Divid (FID)	0.2	$328k	+20%	19k	17.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$309k	-43%	2.6k	117.00	View chart
Twilio Cl A (TWLO)	0.1	$305k	-11%	4.7k	65.23	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$294k		501.00	586.52	View chart
Federated Hermes Etf Trust Hermes Total Ret (FTRB)	0.1	$294k	+5%	11k	25.80	View chart
Johnson & Johnson (JNJ)	0.1	$286k	NEW	1.8k	162.14	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$269k	+13%	13k	21.37	View chart
Opendoor Technologies (OPEN)	0.1	$263k		132k	2.00	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.1	$259k	-10%	8.1k	31.96	View chart
Mongodb Cl A (MDB)	0.1	$257k		949.00	270.35	View chart
Home Depot (HD)	0.1	$253k	NEW	624.00	405.21	View chart
Wal-Mart Stores (WMT)	0.1	$247k	NEW	3.1k	80.76	View chart
Exxon Mobil Corporation (XOM)	0.1	$244k	NEW	2.1k	117.24	View chart
Renaissance Cap Greenwich Ipo Etf (IPO)	0.1	$242k		5.6k	42.88	View chart
Gilead Sciences (GILD)	0.1	$242k	NEW	2.9k	83.84	View chart
Oracle Corporation (ORCL)	0.1	$241k	NEW	1.4k	170.40	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$240k	+2%	4.2k	57.84	View chart
Palantir Technologies Cl A (PLTR)	0.1	$238k	NEW	6.4k	37.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$235k		3.0k	78.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$233k	-70%	4.4k	52.81	View chart
Walt Disney Company (DIS)	0.1	$231k		2.4k	96.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$227k		9.0k	25.04	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$222k	NEW	2.6k	83.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$221k		1.1k	198.06	View chart
Discover Financial Services (DFS)	0.1	$221k	-6%	1.6k	140.29	View chart
Chipotle Mexican Grill (CMG)	0.1	$220k	+7%	3.8k	57.62	View chart
First Trust S&P REIT Index Fund (FRI)	0.1	$219k	-32%	7.4k	29.64	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$217k	NEW	4.5k	48.24	View chart
Upstart Hldgs (UPST)	0.1	$213k	NEW	5.3k	40.01	View chart
Capital One Financial (COF)	0.1	$210k	-5%	1.4k	149.73	View chart
Applied Materials (AMAT)	0.1	$204k		1.0k	202.05	View chart
Geron Corporation (GERN)	0.1	$126k		28k	4.54	View chart
Gritstone Oncology Ord (GRTS)	0.0	$30k	+10%	51k	0.58	View chart

Past Filings by Twin Peaks Wealth Advisors

SEC 13F filings are viewable for Twin Peaks Wealth Advisors going back to 2023

Twin Peaks Wealth Advisors 2024 Q3 filed Oct. 25, 2024
Twin Peaks Wealth Advisors 2024 Q2 filed July 31, 2024
Twin Peaks Wealth Advisors 2024 Q1 filed April 23, 2024
Twin Peaks Wealth Advisors 2023 Q4 filed Jan. 17, 2024

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