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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, IVE, DYNF, IVV, IEMG, and represent 18.69% of Twin Peaks Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IVE, IEMG, VOO, AAEQ, DYNF, IVV, MTUM, IVW, GEW, OEF.
Started 32 new stock positions in GILD, SCHZ, SYSB, CVX, SPMO, MRVL, IJR, GEV, GEW, HOOD.
Reduced shares in these 10 stocks: QUAL, META, EFG, FIXD, DOCS, IWD, UBER, AGG, FPE, BX.
Sold out of its positions in ARKK, BX, COIN, DOCS, FDNI, FCAL, HIMS, AGG, EFG, IBIT. VCIT, WCLD.
Twin Peaks Wealth Advisors was a net buyer of stock by $44M.
Twin Peaks Wealth Advisors has $343M in assets under management (AUM), dropping by 17.23%.
Central Index Key (CIK): 0002006218

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Portfolio Holdings for Twin Peaks Wealth Advisors

Twin Peaks Wealth Advisors holds 184 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	5.6	$19M	+5%	70k	274.62	View chart
Ishares S&p 500 Value Etf Etf (IVE)	3.5	$12M	+68%	54k	221.59	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	3.4	$12M	+19%	186k	61.95	View chart
Ishares Core S&p 500 Etf Etf (IVV)	3.2	$11M	+19%	16k	697.10	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	3.0	$10M	+49%	141k	74.24	View chart
Meta Platforms Inc Cl A Stock (META)	3.0	$10M	-6%	15k	677.21	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	2.8	$9.5M	+19%	77k	122.55	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	2.6	$8.8M	-2%	253k	34.66	View chart
Nvidia Corporation Stock (NVDA)	2.5	$8.6M	+7%	45k	190.04	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	2.4	$8.2M	+10%	177k	46.67	View chart
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)	2.3	$8.0M	-7%	181k	44.38	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	2.3	$8.0M	+3%	102k	78.63	View chart
Ishares S&p 100 Etf Etf (OEF)	2.3	$7.7M	+21%	23k	343.33	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	2.2	$7.6M	+6%	127k	59.99	View chart
Amazon Stock (AMZN)	2.1	$7.2M	+15%	35k	208.72	View chart
Microsoft Corp Stock (MSFT)	1.8	$6.1M	+17%	15k	413.59	View chart
First Trust Smith Unconstrained Bond Etf Etf (UCON)	1.8	$6.1M	+5%	241k	25.22	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	1.7	$5.8M	-2%	35k	165.64	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.7	$5.7M	+14%	8.2k	693.95	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.5	$5.2M	+18%	16k	324.39	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	1.5	$5.1M	-6%	277k	18.33	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	1.4	$4.9M	-38%	24k	204.03	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.4	$4.9M	+3%	8.0k	614.31	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	1.4	$4.8M		70k	68.34	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.4	$4.7M	+110%	7.3k	638.26	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	1.3	$4.6M	+27%	131k	35.34	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	1.2	$4.1M	+19%	106k	38.90	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	1.1	$3.8M	+68%	15k	257.43	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$3.7M	+14%	12k	324.33	View chart
Ft Vest Laddered Nasdaq Buffer Etf Etf (BUFQ)	1.0	$3.5M		98k	36.02	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	1.0	$3.4M	+14%	33k	101.90	View chart
Tesla Stock (TSLA)	1.0	$3.3M	+26%	7.9k	417.30	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.9	$3.2M	-6%	13k	248.13	View chart
Ishares Gold Trust Etf (IAU)	0.9	$2.9M	+11%	31k	95.63	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.8	$2.8M	+46%	38k	72.95	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.8	$2.7M	+52%	33k	82.15	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.7	$2.5M	+45%	30k	81.65	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.7	$2.4M		33k	72.83	View chart
Alpha Architect Us Equity 2 Etf Etf (AAEQ)	0.7	$2.4M	NEW	49k	49.45	View chart
First Trust International Equity Opportunities Etf Etf (FPXI)	0.7	$2.4M	-7%	35k	66.88	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.7	$2.3M	+74%	6.7k	342.64	View chart
Ishares Mbs Etf Etf (MBB)	0.7	$2.2M	+24%	23k	95.55	View chart
First Trust Senior Loan Fund Etf (FTSL)	0.6	$2.2M	-4%	49k	45.41	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.6	$2.2M	-4%	4.8k	460.99	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.6	$2.2M	+24%	9.4k	234.85	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.6	$2.0M	+3%	16k	125.13	View chart
Broadcom Stock (AVGO)	0.5	$1.9M	+13%	5.5k	343.92	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.5	$1.9M	+15%	37k	50.25	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.5	$1.8M	+67%	79k	23.05	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$1.7M	+14%	3.4k	498.15	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.5	$1.6M	+26%	31k	52.99	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.5	$1.6M	+11%	6.4k	252.93	View chart
Vanguard Mid-cap Etf Etf (VO)	0.5	$1.6M	+5%	5.4k	302.06	View chart
Pgim Total Return Bond Etf Etf (PTRB)	0.4	$1.5M	+42%	36k	42.16	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.4	$1.5M	-24%	6.6k	224.63	View chart
Cambria Global Ew Etf Etf (GEW)	0.4	$1.4M	NEW	26k	53.69	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.4	$1.3M	+61%	17k	76.84	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.4	$1.3M	+52%	17k	74.25	View chart
Fidelity Total Bond Etf Etf (FBND)	0.4	$1.3M		27k	46.17	View chart
Eli Lilly & Co Stock (LLY)	0.4	$1.3M	+14%	1.2k	1044.67	View chart
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)	0.4	$1.2M		16k	78.83	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.4	$1.2M	-8%	11k	114.73	View chart
First Trust Intermediate Duration Investment Grade Corporate Etf Etf (FIIG)	0.3	$1.2M	+2%	55k	21.17	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.3	$1.1M	-18%	12k	98.76	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.3	$1.1M	+50%	12k	90.44	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$1.1M	-7%	4.0k	278.51	View chart
Texas Instrs Stock (TXN)	0.3	$1.1M	NEW	5.1k	218.77	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.3	$1.1M	+58%	10k	103.30	View chart
Advanced Micro Devices Stock (AMD)	0.3	$1.0M	+7%	4.8k	216.02	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.3	$955k	NEW	12k	81.19	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.3	$938k	+57%	17k	54.17	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.3	$932k	+59%	20k	47.50	View chart
Mckesson Corp Stock (MCK)	0.3	$885k	+2%	920.00	961.84	View chart
Ft Vest Laddered Deep Buffer Etf Etf (BUFD)	0.3	$872k	+123%	31k	28.52	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.3	$868k	-8%	45k	19.50	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.2	$852k		2.7k	314.74	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.2	$833k	-13%	18k	46.75	View chart
Pgim Jennison International Opportunities Etf Etf (PJIO)	0.2	$806k	+82%	13k	62.55	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$801k	+96%	803.00	998.05	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$789k	+11%	2.5k	322.10	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.2	$780k	+31%	5.1k	152.26	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.2	$777k	+34%	5.7k	136.73	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$764k	-18%	1.0k	751.47	View chart
Kla Corp Stock (KLAC)	0.2	$731k		507.00	1441.07	View chart
First Trust Nasdaq Semiconductor Etf Etf (FTXL)	0.2	$716k	+2%	4.6k	155.34	View chart
Salesforce Stock (CRM)	0.2	$669k	-17%	3.4k	194.02	View chart
Abbvie Stock (ABBV)	0.2	$666k	+4%	3.0k	223.26	View chart
Walmart Stock (WMT)	0.2	$631k	+21%	4.9k	129.01	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$615k		8.6k	71.79	View chart
Johnson & Johnson Stock (JNJ)	0.2	$609k	+27%	2.6k	238.64	View chart
Visa Inc Com Cl A Stock (V)	0.2	$601k	+13%	1.8k	325.58	View chart
First Trust S&p International Dividend Aristocrats Etf Etf (FID)	0.2	$588k	+17%	27k	22.09	View chart
Invesco S&p Smallcap Quality Etf Etf (XSHQ)	0.2	$577k		13k	45.19	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.2	$576k	-23%	12k	48.94	View chart
Jpmorgan Betabuilders U.s. Aggregate Bond Etf Etf (BBAG)	0.2	$568k	-4%	12k	46.47	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$553k	+21%	1.6k	355.41	View chart
Federated Hermes Total Return Bond Etf Etf (FTRB)	0.2	$541k	-11%	21k	25.44	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$538k	+12%	9.3k	57.75	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.2	$538k	-3%	4.9k	108.80	View chart
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT)	0.2	$530k	+30%	10k	51.95	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$530k	-5%	1.3k	407.99	View chart
Intuit Stock (INTU)	0.2	$524k	-4%	1.2k	437.60	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.2	$520k	+57%	9.0k	57.96	View chart
Applied Matls Stock (AMAT)	0.2	$516k	+8%	1.6k	330.57	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.1	$513k	-10%	10k	50.18	View chart
Netflix Stock (NFLX)	0.1	$507k	+971%	6.2k	81.47	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$506k	-14%	3.0k	167.73	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$495k	+35%	8.3k	59.34	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$494k	+29%	3.3k	151.21	View chart
Goldman Sachs Group Stock (GS)	0.1	$486k	-20%	515.00	944.48	View chart
First Trust Limited Duration Investment Grade Corporate Etf Etf (FSIG)	0.1	$483k	-3%	25k	19.20	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$481k		5.5k	87.42	View chart
Twilio Inc Cl A Stock (TWLO)	0.1	$468k		4.0k	116.98	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$451k	+48%	5.3k	85.64	View chart
Unitedhealth Group Stock (UNH)	0.1	$425k	-18%	1.5k	275.62	View chart
Moodys Corp Stock (MCO)	0.1	$423k	+2%	941.00	449.62	View chart
Oracle Corp Stock (ORCL)	0.1	$413k	+20%	2.6k	156.59	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.1	$409k	-6%	1.9k	211.98	View chart
Mcdonalds Corp Stock (MCD)	0.1	$396k	+4%	1.2k	325.58	View chart
Opendoor Technologies Stock (OPEN)	0.1	$389k		79k	4.94	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.1	$387k	NEW	4.5k	86.56	View chart
Invesco Phlx Semiconductor Etf Etf (SOXQ)	0.1	$385k		6.0k	64.25	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$383k	+39%	4.0k	96.72	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$383k	+4%	715.00	535.33	View chart
Micron Technology Stock (MU)	0.1	$380k	NEW	990.00	383.54	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$377k	+49%	5.5k	68.37	View chart
Caterpillar Stock (CAT)	0.1	$349k	NEW	470.00	741.95	View chart
Cisco Sys Stock (CSCO)	0.1	$343k	+8%	4.0k	86.79	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$343k	-16%	2.9k	118.40	View chart
Doordash Inc Cl A Stock (DASH)	0.1	$341k	-34%	1.8k	186.21	View chart
Mongodb Inc Cl A Stock (MDB)	0.1	$340k		951.00	357.77	View chart
Procter & Gamble Stock (PG)	0.1	$334k	+6%	2.1k	157.31	View chart
At&t Stock (T)	0.1	$332k		12k	27.11	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$329k	-21%	7.7k	42.73	View chart
Home Depot Stock (HD)	0.1	$328k	+9%	860.00	381.14	View chart
Ge Aerospace Stock (GE)	0.1	$326k	+6%	1.0k	316.75	View chart
Bank America Corp Stock (BAC)	0.1	$325k	+12%	5.8k	56.41	View chart
Wells Fargo & Co Stock (WFC)	0.1	$323k	+23%	3.4k	94.62	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$311k	-2%	3.3k	93.51	View chart
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU)	0.1	$311k	+16%	4.1k	75.18	View chart
International Business Machs Stock (IBM)	0.1	$298k	+12%	1.0k	296.40	View chart
Coca Cola Stock (KO)	0.1	$295k	NEW	3.8k	77.97	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$293k	NEW	205.00	1429.49	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$292k	-9%	2.0k	142.93	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$291k	+16%	764.00	380.36	View chart
Vanguard California Tax-exempt Bond Etf Etf (VTEC)	0.1	$289k		2.9k	101.10	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	0.1	$280k	NEW	3.3k	85.20	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.1	$274k	NEW	12k	23.42	View chart
Uber Technologies Stock (UBER)	0.1	$271k	-60%	3.7k	73.92	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$271k	+21%	2.6k	102.10	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$269k	+20%	1.7k	155.78	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$261k	NEW	2.0k	132.01	View chart
Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO)	0.1	$258k	+3%	3.7k	69.82	View chart
Adobe Stock (ADBE)	0.1	$258k	+24%	966.00	266.90	View chart
Philip Morris Intl Stock (PM)	0.1	$254k	NEW	1.4k	181.79	View chart
Gilead Sciences Stock (GILD)	0.1	$250k	NEW	1.6k	151.66	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$248k	-8%	3.9k	63.86	View chart
American Express Stock (AXP)	0.1	$247k	NEW	686.00	359.85	View chart
Invesco California Amt-free Municipal Bond Etf Etf (PWZ)	0.1	$246k		10k	24.32	View chart
Morgan Stanley Stock (MS)	0.1	$243k	NEW	1.3k	182.35	View chart
Rtx Corporation Stock (RTX)	0.1	$243k	NEW	1.2k	196.15	View chart
Chevron Corporation Stock (CVX)	0.1	$243k	NEW	1.3k	182.63	View chart
Snowflake Stock (SNOW)	0.1	$242k		1.4k	175.95	View chart
Lam Research Corp Stock (LRCX)	0.1	$242k	NEW	1.1k	229.20	View chart
Merck & Co Stock (MRK)	0.1	$233k	NEW	2.0k	117.65	View chart
Renaissance Ipo Etf Etf (IPO)	0.1	$232k		5.1k	45.54	View chart
Disney Walt Stock (DIS)	0.1	$232k		2.2k	107.11	View chart
Ishares Systematic Bond Etf Etf (SYSB)	0.1	$231k	NEW	2.6k	90.03	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$230k		486.00	473.43	View chart
Servicenow Stock (NOW)	0.1	$229k	+513%	2.2k	103.88	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$229k	NEW	1.6k	144.21	View chart
Marvell Technology Stock (MRVL)	0.1	$216k	NEW	2.6k	82.35	View chart
Ge Vernova Stock (GEV)	0.1	$214k	NEW	267.00	801.21	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.1	$212k	NEW	1.7k	121.52	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$210k	-36%	2.7k	78.84	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$209k	NEW	1.3k	163.03	View chart
Astrazeneca Plc Ord Adr (AZN)	0.1	$208k	NEW	1.1k	188.01	View chart
Palo Alto Networks Stock (PANW)	0.1	$208k		1.3k	166.03	View chart
Citigroup Stock (C)	0.1	$208k	NEW	1.7k	123.79	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.1	$205k	NEW	1.5k	133.85	View chart
Simon Ppty Group Reit (SPG)	0.1	$204k	NEW	1.0k	196.48	View chart
Intel Corp Stock (INTC)	0.1	$204k	NEW	4.1k	50.24	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$201k	NEW	7.6k	26.35	View chart
Geron Corp Stock (GERN)	0.0	$44k		27k	1.61	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 2025 Q4 filed Feb. 10, 2026
Twin Peaks Wealth Advisors 2025 Q3 filed Oct. 30, 2025
Twin Peaks Wealth Advisors 2025 Q2 filed Aug. 13, 2025
Twin Peaks Wealth Advisors 2025 Q1 filed April 16, 2025
Twin Peaks Wealth Advisors 2024 Q4 filed Feb. 4, 2025
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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