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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 FIXD, AAPL, IVV, FTSM, META, and represent 25.30% of Twin Peaks Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FIXD, BUFR, DYNF, IUSB, META, IVE, IVW, IJH, FTSM, HEFA.
Started 12 new stock positions in FDL, GOVT, AMAT, EMB, IVE, CRWD, BINC, IXC, HEFA, DYNF. HD, SQ.
Reduced shares in these 10 stocks: AAPL, TFLO, ESGU, OEF, NVDA, LQD, TSLA, FTSL, QQQM, VTI.
Sold out of its positions in Etf Managers Tr purefunds ise mo, OEF, LQD, IWM, TFLO, PFE, SBUX, UNH.
Twin Peaks Wealth Advisors was a net buyer of stock by $15M.
Twin Peaks Wealth Advisors has $180M in assets under management (AUM), dropping by 15.03%.
Central Index Key (CIK): 0002006218

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Portfolio Holdings for Twin Peaks Wealth Advisors

Twin Peaks Wealth Advisors holds 126 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	6.2	$11M	+33%	256k	43.60	View chart
Apple (AAPL)	5.4	$9.8M	-7%	57k	171.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.4	$9.7M		18k	525.75	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	4.4	$8.0M	+10%	134k	59.62	View chart
Meta Platforms Cl A (META)	3.9	$7.0M	+28%	14k	485.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	3.4	$6.1M	+82%	217k	27.96	View chart
Amazon (AMZN)	3.1	$5.6M	-3%	31k	180.38	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	3.0	$5.3M	+2%	217k	24.60	View chart
Ishares Tr Core Total Usd (IUSB)	2.9	$5.2M	+59%	115k	45.59	View chart
Microsoft Corporation (MSFT)	2.8	$5.0M	-4%	12k	420.74	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.8	$5.0M	+2%	288k	17.32	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	2.6	$4.7M	-5%	44k	105.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$4.6M		10k	444.04	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.5	$4.5M	+9%	8.7k	523.08	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	2.3	$4.2M	-5%	74k	56.39	View chart
NVIDIA Corporation (NVDA)	2.1	$3.7M	-11%	4.1k	903.57	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	2.0	$3.7M	-2%	18k	205.09	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.6	$2.9M	+8%	18k	164.36	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	1.5	$2.7M	-7%	59k	46.18	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	1.3	$2.3M	NEW	53k	44.40	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.2	$2.1M	-8%	25k	85.65	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	1.2	$2.1M	-13%	46k	46.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)	1.1	$2.0M	+31%	69k	28.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$1.8M	+238%	21k	84.44	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$1.7M	-3%	11k	152.26	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.0	$1.7M	-5%	31k	56.17	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.9	$1.7M	+14%	37k	45.31	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$1.6M	-8%	30k	54.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$1.6M	+35%	15k	103.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$1.6M	-7%	10k	150.94	View chart
salesforce (CRM)	0.8	$1.5M	-6%	5.0k	301.18	View chart
Tesla Motors (TSLA)	0.8	$1.5M	-19%	8.5k	175.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$1.4M	NEW	7.4k	186.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.3M	-2%	3.0k	420.52	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$1.2M	+16%	13k	92.42	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.7	$1.2M	-2%	13k	95.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$1.2M	+397%	19k	60.74	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$1.2M	+33%	8.7k	135.07	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$1.2M	+58%	12k	97.95	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$1.1M	+51%	17k	61.53	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.1M	-21%	20k	51.60	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.6	$1.0M	+13%	56k	18.22	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$994k	+52%	17k	60.30	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.5	$904k	+33%	32k	28.18	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$873k	-25%	4.8k	182.69	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$847k	-9%	7.2k	117.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$784k	-13%	10k	76.68	View chart
Uber Technologies (UBER)	0.4	$784k	-4%	10k	76.99	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$767k	+10%	8.1k	94.63	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$759k		6.9k	110.05	View chart
Coinbase Global Com Cl A (COIN)	0.4	$738k	-3%	2.8k	265.12	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.4	$736k	+86%	18k	41.60	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$727k	+204%	13k	57.57	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$717k	-3%	17k	42.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$669k	+25%	2.9k	228.63	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$664k	NEW	19k	34.88	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.4	$659k		2.8k	238.32	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.4	$651k	-9%	22k	29.46	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.4	$649k		16k	41.18	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$626k	+19%	6.8k	91.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$622k	+52%	1.8k	337.07	View chart
Advanced Micro Devices (AMD)	0.3	$568k		3.1k	180.49	View chart
Eli Lilly & Co. (LLY)	0.3	$559k		718.00	778.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$557k	+28%	1.2k	480.83	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.3	$554k	+88%	11k	49.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$541k	-35%	2.1k	259.94	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.3	$539k		5.7k	94.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$518k	+3%	4.7k	110.54	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$504k	+78%	9.4k	53.39	View chart
McKesson Corporation (MCK)	0.3	$497k	-10%	925.00	536.85	View chart
Broadcom (AVGO)	0.3	$481k	+5%	363.00	1325.69	View chart
Netflix (NFLX)	0.3	$471k		776.00	607.33	View chart
Intuit (INTU)	0.2	$449k	+4%	691.00	650.00	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$448k	-6%	5.9k	76.36	View chart
Adobe Systems Incorporated (ADBE)	0.2	$446k	-11%	884.00	504.60	View chart
Abbvie (ABBV)	0.2	$427k		2.3k	182.10	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.2	$405k	NEW	7.7k	52.46	View chart
Opendoor Technologies (OPEN)	0.2	$404k		133k	3.03	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.2	$401k	-39%	8.1k	49.65	View chart
Moody's Corporation (MCO)	0.2	$397k		1.0k	393.03	View chart
Visa Com Cl A (V)	0.2	$383k	+2%	1.4k	279.08	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.2	$371k		4.1k	90.54	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$369k	-3%	2.4k	153.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$367k	-5%	8.8k	41.77	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$355k		7.1k	50.09	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$353k	+57%	3.1k	114.15	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$344k	+30%	656.00	524.47	View chart
JPMorgan Chase & Co. (JPM)	0.2	$343k	-10%	1.7k	200.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$343k	-36%	4.7k	72.63	View chart
Mongodb Cl A (MDB)	0.2	$341k		950.00	358.64	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.2	$337k	-8%	9.7k	34.82	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.2	$333k	+2%	7.3k	45.87	View chart
Twilio Cl A (TWLO)	0.2	$331k	-4%	5.4k	61.16	View chart
Walt Disney Company (DIS)	0.2	$329k	+6%	2.7k	122.40	View chart
Airbnb Com Cl A (ABNB)	0.2	$324k	-22%	2.0k	164.96	View chart
Shopify Cl A (SHOP)	0.2	$322k	-10%	4.2k	77.17	View chart
McDonald's Corporation (MCD)	0.2	$322k	-18%	1.1k	281.95	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.2	$319k		5.3k	60.13	View chart
First Tr Exchange Traded Dj Intl Intrnt (FDNI)	0.2	$318k	-13%	14k	22.90	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$316k	-5%	3.5k	90.44	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$316k	+30%	7.3k	43.36	View chart
Ishares Tr Global Energ Etf (IXC)	0.2	$310k	NEW	7.2k	42.96	View chart
Kla Corp Com New (KLAC)	0.2	$305k	-3%	437.00	698.57	View chart
Servicenow (NOW)	0.2	$295k	-7%	387.00	762.40	View chart
Costco Wholesale Corporation (COST)	0.2	$294k	+2%	401.00	732.82	View chart
Procter & Gamble Company (PG)	0.2	$286k	+13%	1.8k	162.28	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$274k	NEW	12k	22.77	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$269k	NEW	7.0k	38.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$266k	+17%	1.1k	249.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$262k	-31%	3.5k	74.22	View chart
Johnson & Johnson (JNJ)	0.1	$252k	+23%	1.6k	158.19	View chart
First Trust S&P REIT Index Fund (FRI)	0.1	$249k	-3%	9.6k	26.00	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$247k	NEW	2.8k	89.68	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$243k	-34%	2.9k	83.59	View chart
Renaissance Cap Greenwich Ipo Etf (IPO)	0.1	$235k		5.6k	41.52	View chart
Applied Materials (AMAT)	0.1	$231k	NEW	1.1k	206.23	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$224k	-73%	1.9k	115.00	View chart
First Tr Exchange-traded S&p Intl Divid (FID)	0.1	$223k	+20%	14k	15.95	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$220k	NEW	687.00	320.59	View chart
Gilead Sciences (GILD)	0.1	$220k	-6%	3.0k	73.25	View chart
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)	0.1	$213k		9.0k	23.59	View chart
Home Depot (HD)	0.1	$210k	NEW	548.00	383.60	View chart
Block Cl A (SQ)	0.1	$204k	NEW	2.4k	84.58	View chart
Gritstone Oncology Ord (GRTS)	0.1	$104k		40k	2.57	View chart
Geron Corporation (GERN)	0.1	$91k		28k	3.30	View chart
Sofi Technologies (SOFI)	0.0	$80k		11k	7.30	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 Q1 filed April 23, 2024
Twin Peaks Wealth Advisors 2023 Q4 filed Jan. 17, 2024

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