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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, META, DYNF, IVV, FIXD, and represent 19.01% of Twin Peaks Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: OEF, BAI, DYNF, ITA, AAPL, TLH, IAU, IVE, IEMG, DASH.
Started 1 new stock position in AVEM.
Reduced shares in these 10 stocks: IYW, EFG, EFV, QUAL, IUSB, BND, FPX, KO, PM, AXP.
Sold out of its positions in AAON, AIR, ADMA, ADT, ABM, AFL, AGCO, ACMR, AGNC, AES.
Twin Peaks Wealth Advisors was a net seller of stock by $-26M.
Twin Peaks Wealth Advisors has $293M in assets under management (AUM), dropping by -5.18%.
Central Index Key (CIK): 0002006218

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Portfolio Holdings for Twin Peaks Wealth Advisors

Twin Peaks Wealth Advisors holds 164 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	5.8	$17M	+6%	66k	254.63	View chart
Meta Platforms Inc Cl A Stock (META)	4.1	$12M	+3%	16k	734.38	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	3.1	$9.2M	+27%	155k	59.20	View chart
Ishares Core S&p 500 Etf Etf (IVV)	3.0	$8.9M	+2%	13k	669.32	View chart
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)	3.0	$8.7M		195k	44.42	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	2.9	$8.6M	+3%	258k	33.42	View chart
Nvidia Corporation Stock (NVDA)	2.7	$7.8M		42k	186.58	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	2.7	$7.8M		65k	120.72	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	2.6	$7.7M	-9%	40k	194.50	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	2.5	$7.5M	-8%	160k	46.71	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	2.4	$7.1M		119k	59.91	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	2.3	$6.7M	-14%	98k	67.83	View chart
Ishares S&p 500 Value Etf Etf (IVE)	2.3	$6.6M	+10%	32k	206.51	View chart
Amazon Stock (AMZN)	2.2	$6.6M		30k	219.57	View chart
Microsoft Corp Stock (MSFT)	2.2	$6.5M		13k	517.95	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	2.1	$6.2M	+9%	94k	65.92	View chart
Ishares S&p 100 Etf Etf (OEF)	2.1	$6.2M	+97%	19k	332.83	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	2.0	$5.9M	-4%	36k	166.16	View chart
First Trust Smith Unconstrained Bond Etf Etf (UCON)	2.0	$5.7M	+3%	228k	25.19	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	1.8	$5.4M		295k	18.24	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	1.8	$5.4M		71k	76.00	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.6	$4.8M	+4%	7.2k	666.16	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.6	$4.6M		7.7k	600.40	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	1.3	$3.8M		14k	279.84	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	1.2	$3.5M	+130%	102k	34.16	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	1.2	$3.4M	+5%	89k	37.86	View chart
Ft Vest Laddered Nasdaq Buffer Etf Etf (BUFQ)	1.2	$3.4M		97k	34.84	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.1	$3.3M	+13%	14k	243.55	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	1.0	$3.0M	+44%	29k	102.99	View chart
Tesla Stock (TSLA)	0.9	$2.8M		6.2k	444.74	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.8	$2.4M	+5%	10k	243.09	View chart
First Trust Senior Loan Fund Etf (FTSL)	0.8	$2.4M	-3%	51k	45.84	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.8	$2.4M		5.0k	468.40	View chart
First Trust International Equity Opportunities Etf Etf (FPXI)	0.8	$2.3M	-2%	38k	59.93	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.8	$2.3M	+6%	8.9k	256.46	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.8	$2.3M		34k	67.24	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.7	$2.1M	+2%	3.5k	612.07	View chart
Ishares Gold Trust Etf (IAU)	0.7	$2.0M	+56%	28k	72.77	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.6	$1.8M	-4%	15k	120.66	View chart
Ishares Mbs Etf Etf (MBB)	0.6	$1.8M	+14%	19k	95.15	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.6	$1.8M		8.7k	203.60	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.6	$1.7M		26k	65.01	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.6	$1.7M	+19%	32k	51.23	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.6	$1.6M		21k	78.34	View chart
Broadcom Stock (AVGO)	0.5	$1.6M		4.8k	329.94	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.5	$1.6M	+21%	21k	73.46	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.5	$1.6M	+6433%	7.5k	209.25	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.5	$1.5M	-3%	12k	134.42	View chart
Vanguard Mid-cap Etf Etf (VO)	0.5	$1.5M	+11%	5.1k	293.72	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$1.5M		3.0k	502.82	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.5	$1.4M		5.8k	246.85	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.5	$1.3M	-2%	14k	93.64	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.4	$1.3M	+18%	25k	53.24	View chart
Fidelity Total Bond Etf Etf (FBND)	0.4	$1.3M		27k	46.24	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$1.3M	+12%	3.8k	328.20	View chart
First Trust Intermediate Duration Investment Grade Corporate Etf Etf (FIIG)	0.4	$1.1M	+7%	54k	21.23	View chart
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)	0.4	$1.1M		16k	70.13	View chart
Vanguard Small-cap Etf Etf (VB)	0.4	$1.1M	-14%	4.3k	254.28	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.4	$1.1M	+6%	47k	23.12	View chart
Pgim Total Return Bond Etf Etf (PTRB)	0.4	$1.1M	+3%	26k	42.20	View chart
Salesforce Stock (CRM)	0.3	$987k	-2%	4.2k	236.98	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.3	$943k	-3%	49k	19.34	View chart
Vanguard Information Technology Etf Etf (VGT)	0.3	$930k	+22%	1.2k	746.63	View chart
Uber Technologies Stock (UBER)	0.3	$907k		9.3k	97.97	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.3	$905k		21k	43.78	View chart
Intuit Stock (INTU)	0.3	$857k	-3%	1.3k	683.06	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.3	$843k	-34%	11k	74.37	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.3	$819k		2.7k	302.35	View chart
Eli Lilly & Co Stock (LLY)	0.3	$803k	-2%	1.1k	763.26	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.3	$772k	-7%	8.2k	93.75	View chart
Doordash Inc Cl A Stock (DASH)	0.3	$761k	+221%	2.8k	271.95	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.3	$737k		11k	68.96	View chart
Advanced Micro Devices Stock (AMD)	0.2	$721k	-2%	4.5k	161.81	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.2	$710k	-2%	15k	46.24	View chart
Netflix Stock (NFLX)	0.2	$696k	-2%	580.00	1199.60	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$695k	+2%	2.2k	315.46	View chart
Mckesson Corp Stock (MCK)	0.2	$694k		899.00	772.14	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.2	$685k		6.6k	104.29	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$676k		1.4k	490.32	View chart
Abbvie Stock (ABBV)	0.2	$662k		2.9k	231.54	View chart
Unitedhealth Group Stock (UNH)	0.2	$650k	+28%	1.9k	345.23	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.2	$635k	-79%	5.6k	113.87	View chart
Opendoor Technologies Stock (OPEN)	0.2	$627k		79k	7.97	View chart
Oracle Corp Stock (ORCL)	0.2	$617k	+6%	2.2k	281.18	View chart
Federated Hermes Total Return Bond Etf Etf (FTRB)	0.2	$608k		24k	25.39	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.2	$602k		4.2k	142.41	View chart
Jpmorgan Betabuilders U.s. Aggregate Bond Etf Etf (BBAG)	0.2	$597k	+12%	13k	46.67	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.2	$596k	+11%	11k	54.16	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.2	$586k	+12%	12k	47.55	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.2	$581k		3.5k	164.53	View chart
Doximity Inc Cl A Stock (DOCS)	0.2	$564k	-24%	7.7k	73.15	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$562k		8.6k	65.26	View chart
Invesco S&p Smallcap Quality Etf Etf (XSHQ)	0.2	$558k	-6%	13k	43.03	View chart
Visa Inc Com Cl A Stock (V)	0.2	$555k	+4%	1.6k	341.38	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.2	$542k		3.9k	139.66	View chart
Kla Corp Stock (KLAC)	0.2	$541k	-4%	501.00	1079.29	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.2	$538k	-3%	5.1k	104.96	View chart
Goldman Sachs Group Stock (GS)	0.2	$515k	+33%	647.00	796.04	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.2	$512k		3.4k	148.61	View chart
First Trust Nasdaq Semiconductor Etf Etf (FTXL)	0.2	$503k		4.5k	111.83	View chart
First Trust Limited Duration Investment Grade Corporate Etf Etf (FSIG)	0.2	$500k	+7%	26k	19.21	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.2	$498k		12k	43.41	View chart
Pgim Jennison International Opportunities Etf Etf (PJIO)	0.2	$452k	+53%	7.1k	64.09	View chart
First Trust S&p International Dividend Aristocrats Etf Etf (FID)	0.2	$448k	-3%	23k	19.70	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$447k		8.3k	54.18	View chart
Moodys Corp Stock (MCO)	0.1	$439k		920.00	476.64	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$425k	-3%	5.4k	78.36	View chart
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT)	0.1	$415k		7.8k	52.89	View chart
Walmart Stock (WMT)	0.1	$414k		4.0k	103.05	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$411k	-5%	2.3k	182.43	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$409k	+2%	4.1k	100.26	View chart
Twilio Inc Cl A Stock (TWLO)	0.1	$400k		4.0k	100.09	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$389k	+10%	684.00	568.81	View chart
Costco Whsl Corp Stock (COST)	0.1	$378k	-9%	408.00	926.27	View chart
Ft Vest Laddered Deep Buffer Etf Etf (BUFD)	0.1	$377k	+3%	14k	27.64	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$374k	-14%	9.9k	37.94	View chart
Johnson & Johnson Stock (JNJ)	0.1	$370k	+8%	2.0k	185.42	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.1	$368k		2.1k	179.25	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$358k	+12%	1.3k	279.29	View chart
Mcdonalds Corp Stock (MCD)	0.1	$354k		1.2k	303.87	View chart
At&t Stock (T)	0.1	$348k		12k	28.24	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$340k	-10%	6.1k	55.33	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$331k		4.2k	78.91	View chart
Servicenow Stock (NOW)	0.1	$331k		359.00	921.46	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.1	$324k		5.7k	57.04	View chart
Home Depot Stock (HD)	0.1	$319k	-3%	786.00	405.30	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$318k	-4%	3.4k	93.35	View chart
Snowflake Stock (SNOW)	0.1	$311k		1.4k	225.62	View chart
Procter And Gamble Stock (PG)	0.1	$307k	-3%	2.0k	153.65	View chart
Blackstone Stock (BX)	0.1	$304k	-5%	1.8k	170.83	View chart
Invesco Phlx Semiconductor Etf Etf (SOXQ)	0.1	$301k	+84%	6.0k	50.12	View chart
Mongodb Inc Cl A Stock (MDB)	0.1	$295k		951.00	310.38	View chart
Applied Matls Stock (AMAT)	0.1	$293k		1.4k	204.74	View chart
Ge Aerospace Stock (GE)	0.1	$292k	-2%	971.00	300.90	View chart
Vanguard California Tax-exempt Bond Etf Etf (VTEC)	0.1	$285k	+19%	2.9k	99.78	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$284k		2.5k	112.76	View chart
Wisdomtree Cloud Computing Fund Etf (WCLD)	0.1	$275k	-2%	7.8k	35.17	View chart
Adobe Stock (ADBE)	0.1	$273k		775.00	352.75	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$270k	+29%	2.8k	95.17	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$267k	NEW	3.6k	75.11	View chart
Bank America Corp Stock (BAC)	0.1	$264k	+14%	5.1k	51.59	View chart
Palo Alto Networks Stock (PANW)	0.1	$259k	+35%	1.3k	203.65	View chart
Blackrock U.s. Carbon Transition Readiness Etf Etf (LCTU)	0.1	$258k	-15%	3.5k	72.58	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.1	$256k		757.00	337.63	View chart
International Business Machs Stock (IBM)	0.1	$252k	-10%	891.00	282.23	View chart
Renaissance Ipo Etf Etf (IPO)	0.1	$250k	-5%	5.0k	49.56	View chart
Cisco Sys Stock (CSCO)	0.1	$248k	-10%	3.6k	68.43	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$245k	-8%	4.3k	57.48	View chart
Disney Walt Stock (DIS)	0.1	$244k	-2%	2.1k	114.50	View chart
Invesco California Amt-free Municipal Bond Etf Etf (PWZ)	0.1	$242k		10k	23.92	View chart
Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO)	0.1	$241k		3.6k	67.77	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$239k		653.00	365.48	View chart
First Trust Dow Jones International Internet Etf Etf (FDNI)	0.1	$237k	-3%	6.1k	38.75	View chart
First Trust California Municipal High Income Etf Etf (FCAL)	0.1	$234k		4.8k	48.77	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$233k		486.00	479.63	View chart
Wells Fargo Stock (WFC)	0.1	$233k		2.8k	83.82	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.1	$222k	-27%	2.6k	84.10	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$221k	+21%	3.7k	59.92	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$211k		2.2k	96.54	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$210k	+2%	2.4k	86.30	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$205k	-4%	3.2k	64.85	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$201k	+20%	1.4k	140.95	View chart
Hims & Hers Health Inc Com Cl A Stock (HIMS)	0.1	$200k	+29%	3.5k	56.71	View chart
Geron Corp Stock (GERN)	0.0	$38k		28k	1.37	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 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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