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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, IVE, NVDA, IVW, and represent 17.11% of Twin Peaks Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$5.3M), EFG, IDEF, NVDA, BLCR, GOVT, FIIG, IVW, JIRE, SDVY.
Started 2185 new stock positions in RMBS, RCUS, PGX, WSO, HII, OGE, AROC, NSA, SPB, SDHY.
Reduced shares in these 10 stocks: OEF (-$6.6M), ITA, IAU, BBIN, DYNF, EMB, FDN, TWLO, META, AMZN.
Twin Peaks Wealth Advisors was a net buyer of stock by $74M.
Twin Peaks Wealth Advisors has $397M in assets under management (AUM), dropping by 15.70%.
Central Index Key (CIK): 0002006218

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Portfolio Holdings for Twin Peaks Wealth Advisors

Twin Peaks Wealth Advisors holds 2369 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Twin Peaks Wealth Advisors has 2369 total positions. Only the first 250 positions are shown.

Sign up to view all of the Twin Peaks Wealth Advisors March 31, 2026 positions
Download the Twin Peaks Wealth Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	4.8	$19M	+6%	75k	253.79	View chart
Ishares Core S&p 500 Etf Etf (IVV)	3.9	$16M	+51%	24k	653.21	View chart
Ishares S&p 500 Value Etf Etf (IVE)	2.9	$12M	+2%	55k	211.15	View chart
Nvidia Corporation Stock (NVDA)	2.9	$11M	+45%	66k	174.40	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	2.6	$10M	+17%	91k	113.11	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	2.6	$10M	+4%	147k	69.75	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	2.6	$10M	-6%	174k	58.18	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	2.4	$9.4M	+15%	205k	46.19	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	2.2	$8.9M	+4%	264k	33.77	View chart
Meta Platforms Inc Cl A Stock (META)	2.1	$8.4M	-3%	15k	572.12	View chart
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)	2.1	$8.3M	+4%	190k	43.59	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	2.1	$8.2M	+8%	111k	74.35	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	2.0	$8.1M	+7%	136k	59.78	View chart
Amazon Stock (AMZN)	1.7	$6.9M	-4%	33k	208.27	View chart
First Trust Smith Unconstrained Bond Etf Etf (UCON)	1.6	$6.5M	+9%	263k	24.77	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	1.4	$5.6M		35k	158.81	View chart
Microsoft Corp Stock (MSFT)	1.4	$5.4M		15k	370.16	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.3	$5.3M	+22%	8.9k	597.56	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.3	$5.3M		8.2k	650.32	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	1.3	$5.0M	+8%	26k	191.81	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	1.3	$5.0M	+16%	152k	32.95	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	1.2	$4.9M	NEW	44k	111.37	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	1.2	$4.7M	-3%	266k	17.75	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	1.2	$4.7M	+6%	75k	62.68	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.2	$4.6M		8.0k	577.16	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	1.2	$4.6M	+18%	126k	36.22	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.1	$4.4M	-4%	15k	286.86	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	1.1	$4.4M	+21%	18k	240.00	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	1.1	$4.2M	+26%	42k	100.72	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	1.0	$4.1M	+124%	178k	22.91	View chart
Ft Vest Laddered Nasdaq Buffer Etf Etf (BUFQ)	0.9	$3.7M	+5%	104k	35.32	View chart
Ishares Defense Industrials Active Etf Etf (IDEF)	0.9	$3.6M	NEW	109k	32.72	View chart
Ishares Large Cap Core Active Etf Etf (BLCR)	0.9	$3.4M	NEW	83k	41.06	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.8	$3.3M		12k	287.56	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.7	$3.0M	+13%	43k	68.47	View chart
Tesla Stock (TSLA)	0.7	$2.8M	-3%	7.7k	371.74	View chart
First Trust Intermediate Duration Investment Grade Corporate Etf Etf (FIIG)	0.7	$2.7M	+139%	132k	20.75	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.7	$2.7M	+5%	35k	77.11	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.7	$2.7M	-11%	11k	234.04	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.6	$2.6M	+20%	8.0k	320.79	View chart
Ishares Mbs Etf Etf (MBB)	0.6	$2.5M	+14%	27k	94.95	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.6	$2.5M	+9%	37k	68.28	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.6	$2.5M	+7%	32k	76.54	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.6	$2.3M	+163%	31k	75.74	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.6	$2.3M	+23%	46k	50.04	View chart
Alpha Architect Us Equity 2 Etf Etf (AAEQ)	0.6	$2.3M		49k	46.52	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.6	$2.2M	+6%	5.1k	426.42	View chart
First Trust International Equity Opportunities Etf Etf (FPXI)	0.5	$2.2M		35k	61.74	View chart
First Trust Senior Loan Fund Etf (FTSL)	0.5	$2.1M	-5%	47k	44.80	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.5	$1.8M		16k	117.18	View chart
Broadcom Stock (AVGO)	0.4	$1.8M	+4%	5.7k	309.53	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$1.6M		3.4k	479.26	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.4	$1.6M	+2%	6.6k	237.62	View chart
Vanguard Mid-cap Etf Etf (VO)	0.4	$1.5M		5.4k	287.16	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.4	$1.5M	-4%	29k	51.93	View chart
Pgim Total Return Bond Etf Etf (PTRB)	0.4	$1.5M	-3%	35k	41.51	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.4	$1.4M	+2%	6.8k	213.68	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.4	$1.4M	+12%	19k	73.64	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.4	$1.4M	NEW	36k	39.43	View chart
Ishares Gold Trust Etf (IAU)	0.3	$1.3M	-52%	15k	88.16	View chart
Cambria Global Ew Etf Etf (GEW)	0.3	$1.3M		26k	50.43	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.3	$1.2M		17k	71.75	View chart
Fidelity Total Bond Etf Etf (FBND)	0.3	$1.2M		27k	45.62	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.3	$1.1M	+9%	14k	84.52	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.3	$1.1M		10k	109.36	View chart
Eli Lilly & Co Stock (LLY)	0.3	$1.1M	+2%	1.2k	919.77	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$1.1M	+115%	20k	54.05	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$1.1M		4.1k	261.92	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.3	$1.1M		11k	92.76	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.3	$1.0M	+4%	11k	95.48	View chart
First Trust Limited Duration Investment Grade Corporate Etf Etf (FSIG)	0.2	$983k	+106%	52k	18.94	View chart
Ft Vest Laddered Deep Buffer Etf Etf (BUFD)	0.2	$937k	+9%	33k	28.00	View chart
Advanced Micro Devices Stock (AMD)	0.2	$936k	-4%	4.6k	203.45	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.2	$913k		19k	47.08	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.2	$906k	-2%	17k	53.77	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.2	$840k		44k	19.00	View chart
Mckesson Corp Stock (MCK)	0.2	$804k		929.00	864.93	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.2	$795k		2.7k	295.12	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.2	$787k		18k	44.87	View chart
First Trust Nasdaq Semiconductor Etf Etf (FTXL)	0.2	$775k	+14%	5.3k	147.48	View chart
Texas Instrs Stock (TXN)	0.2	$767k	-22%	4.0k	194.14	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$764k	-4%	766.00	996.86	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.2	$755k		5.2k	145.75	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.2	$754k	+3%	5.9k	128.11	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$739k	+109%	12k	64.08	View chart
Kla Corp Stock (KLAC)	0.2	$738k		501.00	1473.35	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$724k		2.5k	294.16	View chart
Pgim Jennison International Opportunities Etf Etf (PJIO)	0.2	$718k		13k	55.35	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$709k		1.0k	697.72	View chart
Johnson & Johnson Stock (JNJ)	0.2	$676k	+8%	2.8k	244.44	View chart
Abbvie Stock (ABBV)	0.2	$669k	+3%	3.1k	217.49	View chart
Netflix Stock (NFLX)	0.2	$651k	+8%	6.8k	96.15	View chart
Walmart Stock (WMT)	0.2	$630k	+3%	5.1k	124.27	View chart
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT)	0.2	$619k	+31%	13k	46.16	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$615k	+11%	3.6k	169.66	View chart
Salesforce Stock (CRM)	0.2	$608k	-5%	3.3k	186.68	View chart
Palo Alto Networks Stock (PANW)	0.2	$608k	+202%	3.8k	160.33	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$592k	+12%	1.8k	338.02	View chart
First Trust S&p International Dividend Aristocrats Etf Etf (FID)	0.1	$565k		27k	20.94	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$557k	-3%	8.3k	67.53	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$553k	-92%	1.7k	318.03	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.1	$553k		12k	47.03	View chart
Jpmorgan Betabuilders U.s. Aggregate Bond Etf Etf (BBAG)	0.1	$538k	-4%	12k	46.16	View chart
Direxion Daily Financial Bull 3x Etf Etf (FAS)	0.1	$537k	NEW	4.5k	118.50	View chart
Invesco S&p Smallcap Quality Etf Etf (XSHQ)	0.1	$536k		13k	42.16	View chart
Visa Inc Com Cl A Stock (V)	0.1	$535k	-4%	1.8k	302.24	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$533k	+5%	1.4k	390.36	View chart
Federated Hermes Total Return Bond Etf Etf (FTRB)	0.1	$525k		21k	25.14	View chart
Applied Matls Stock (AMAT)	0.1	$515k	-3%	1.5k	341.79	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.1	$510k		4.9k	103.37	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.1	$509k	-2%	10k	50.80	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.1	$477k	-6%	8.4k	56.86	View chart
Intuit Stock (INTU)	0.1	$476k	-8%	1.1k	432.38	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$474k		3.1k	155.11	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.1	$456k	+67%	20k	23.22	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$450k		5.5k	81.97	View chart
Unitedhealth Group Stock (UNH)	0.1	$439k	+5%	1.6k	270.52	View chart
Goldman Sachs Group Stock (GS)	0.1	$436k		515.00	846.76	View chart
At&t Stock (T)	0.1	$396k	+11%	14k	28.99	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.1	$388k		1.9k	200.82	View chart
Mcdonalds Corp Stock (MCD)	0.1	$385k		1.2k	310.77	View chart
Micron Technology Stock (MU)	0.1	$382k	+14%	1.1k	337.72	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$369k	+3%	738.00	499.66	View chart
Opendoor Technologies Stock (OPEN)	0.1	$368k		79k	4.68	View chart
Caterpillar Stock (CAT)	0.1	$367k	+10%	518.00	708.31	View chart
Invesco Phlx Semiconductor Etf Etf (SOXQ)	0.1	$366k	+2%	6.1k	59.70	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$352k	-25%	6.2k	56.58	View chart
Oracle Corp Stock (ORCL)	0.1	$344k	-11%	2.3k	147.11	View chart
Cisco Sys Stock (CSCO)	0.1	$342k	+11%	4.4k	77.60	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$337k	+24%	255.00	1322.84	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$332k	+8%	3.6k	92.27	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.1	$331k	+6%	4.8k	69.30	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$320k	+7%	2.2k	146.30	View chart
Procter & Gamble Stock (PG)	0.1	$314k	+2%	2.2k	144.42	View chart
Chevron Corporation Stock (CVX)	0.1	$313k	+13%	1.5k	206.93	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$310k	-9%	2.6k	118.62	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$309k		7.7k	40.10	View chart
Ge Aerospace Stock (GE)	0.1	$305k	+4%	1.1k	283.78	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$304k	NEW	2.1k	142.46	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$303k	+11%	850.00	356.56	View chart
Coca Cola Stock (KO)	0.1	$298k	+3%	3.9k	76.05	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$294k	+4%	6.0k	48.75	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$294k	+14%	3.0k	97.23	View chart
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU)	0.1	$291k		4.1k	70.14	View chart
Vanguard California Tax-exempt Bond Etf Etf (VTEC)	0.1	$283k		2.9k	99.09	View chart
Ishares International Country Rotation Active Etf Etf (CORO)	0.1	$276k	NEW	8.6k	32.15	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.1	$276k	NEW	1.7k	163.53	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	0.1	$275k	+5%	3.5k	79.54	View chart
Lam Research Corp Stock (LRCX)	0.1	$270k	+19%	1.3k	213.60	View chart
Merck & Co Stock (MRK)	0.1	$267k	+11%	2.2k	120.29	View chart
Uber Technologies Stock (UBER)	0.1	$265k		3.7k	71.94	View chart
Ge Vernova Stock (GEV)	0.1	$264k	+13%	302.00	872.58	View chart
Doordash Inc Cl A Stock (DASH)	0.1	$263k	-4%	1.8k	150.13	View chart
Wells Fargo & Co Stock (WFC)	0.1	$259k	-4%	3.2k	79.62	View chart
Rtx Corporation Stock (RTX)	0.1	$258k	+7%	1.3k	192.88	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$256k		1.7k	148.14	View chart
Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO)	0.1	$250k	+3%	3.8k	65.27	View chart
International Business Machs Stock (IBM)	0.1	$249k		1.0k	242.49	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$248k		2.0k	124.32	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.1	$244k	NEW	3.2k	77.18	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$243k		3.9k	62.56	View chart
Invesco California Amt-free Municipal Bond Etf Etf (PWZ)	0.1	$241k		10k	23.87	View chart
Home Depot Stock (HD)	0.1	$238k	-15%	724.00	329.09	View chart
Ishares Systematic Bond Etf Etf (SYSB)	0.1	$238k	+4%	2.7k	89.00	View chart
Philip Morris Intl Stock (PM)	0.1	$238k	+3%	1.4k	165.31	View chart
Gilead Sciences Stock (GILD)	0.1	$236k	+2%	1.7k	139.35	View chart
Mongodb Inc Cl A Stock (MDB)	0.1	$234k		955.00	244.77	View chart
Servicenow Stock (NOW)	0.1	$234k		2.2k	104.55	View chart
Verizon Communications Stock (VZ)	0.1	$224k	NEW	4.5k	50.20	View chart
Tjx Cos Stock (TJX)	0.1	$219k	NEW	1.4k	159.68	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$217k	NEW	946.00	229.85	View chart
Morgan Stanley Stock (MS)	0.1	$216k		1.3k	164.57	View chart
American Express Stock (AXP)	0.1	$215k	+3%	711.00	302.64	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$214k	NEW	2.2k	97.13	View chart
Renaissance Ipo Etf Etf (IPO)	0.1	$213k		5.1k	41.88	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$212k		486.00	436.84	View chart
First Trust Indxx Aerospace & Defense Etf Etf (MISL)	0.1	$209k	NEW	4.7k	44.71	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$209k		2.7k	78.40	View chart
Snowflake Stock (SNOW)	0.1	$208k		1.4k	150.82	View chart
Intel Corp Stock (INTC)	0.1	$205k	+14%	4.6k	44.13	View chart
Ishares Morningstar Value Etf Etf (ILCV)	0.1	$204k	NEW	2.2k	93.14	View chart
Workday Inc Cl A Stock (WDAY)	0.1	$202k	NEW	1.6k	129.92	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$200k		1.6k	126.36	View chart
Linde Stock (LIN)	0.0	$198k	NEW	400.00	495.76	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$198k	NEW	1.1k	174.66	View chart
Analog Devices Stock (ADI)	0.0	$196k	NEW	617.00	318.31	View chart
Simon Ppty Group Reit (SPG)	0.0	$196k		1.1k	186.44	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$194k	NEW	2.3k	82.74	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$193k		1.5k	125.13	View chart
Disney Walt Stock (DIS)	0.0	$192k	-7%	2.0k	96.36	View chart
Citigroup Stock (C)	0.0	$190k		1.7k	113.43	View chart
Novartis Adr (NVS)	0.0	$190k	NEW	1.2k	152.75	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$189k		7.6k	24.75	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.0	$187k	-4%	1.7k	112.11	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$186k	NEW	1.9k	99.28	View chart
Nextera Energy Stock (NEE)	0.0	$185k	NEW	2.0k	92.87	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.0	$184k	-56%	2.3k	80.60	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$180k	NEW	4.7k	38.42	View chart
Conocophillips Stock (COP)	0.0	$179k	NEW	1.4k	132.00	View chart
Amgen Stock (AMGN)	0.0	$179k	NEW	509.00	351.85	View chart
Moodys Corp Stock (MCO)	0.0	$177k	-56%	406.00	436.58	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$177k	-19%	896.00	197.22	View chart
Lumentum Hldgs Stock (LITE)	0.0	$176k	NEW	250.00	702.76	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$175k	NEW	1.9k	93.00	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$174k	NEW	1.3k	132.89	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.0	$174k	NEW	4.4k	39.68	View chart
Blackstone Stock (BX)	0.0	$174k	NEW	1.5k	115.02	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$173k	NEW	352.00	491.53	View chart
Pepsico Stock (PEP)	0.0	$172k	NEW	1.1k	155.25	View chart
First Trust California Municipal High Income Etf Etf (FCAL)	0.0	$171k	NEW	3.5k	48.88	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$170k	NEW	1.3k	126.28	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$168k	NEW	927.00	181.43	View chart
Intuitive Surgical Stock (ISRG)	0.0	$166k	NEW	361.00	460.99	View chart
HSBC HLDGS Adr (HSBC)	0.0	$165k	NEW	2.0k	82.49	View chart
Adobe Stock (ADBE)	0.0	$162k	-30%	667.00	243.08	View chart
Ishares Emerging Markets Equity Factor Etf Etf (EMGF)	0.0	$162k	NEW	2.7k	60.43	View chart
Arista Networks Stock (ANET)	0.0	$161k	NEW	1.3k	122.77	View chart
Eaton Corp Stock (ETN)	0.0	$161k	NEW	451.00	357.52	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$161k	NEW	1.8k	90.55	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$158k	NEW	3.2k	49.37	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$157k	-68%	1.2k	125.82	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$157k	NEW	2.0k	80.05	View chart
Ishares Gnma Bond Etf Etf (GNMA)	0.0	$156k	NEW	3.5k	44.33	View chart
Global X Defense Tech Etf Etf (SHLD)	0.0	$154k	NEW	2.2k	70.83	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$154k	NEW	1.1k	141.47	View chart
Pfizer Stock (PFE)	0.0	$151k	NEW	5.4k	28.08	View chart
First Trust Dow Jones International Internet Etf Etf (FDNI)	0.0	$146k	NEW	5.4k	27.22	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$141k	NEW	657.00	214.95	View chart
Ishares Esg Advanced Universal Usd Bond Etf Etf (EUSB)	0.0	$141k	NEW	3.2k	43.50	View chart
Starbucks Corp Stock (SBUX)	0.0	$140k	NEW	1.6k	89.59	View chart
Doximity Inc Cl A Stock (DOCS)	0.0	$138k	NEW	5.9k	23.30	View chart
First Trust S&p Reit Index Fund Etf (FRI)	0.0	$138k	NEW	4.9k	28.46	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$133k	NEW	646.00	206.09	View chart
Vanguard Value Etf Etf (VTV)	0.0	$132k	NEW	674.00	196.18	View chart
First Trust Innovation Leaders Etf Etf (ILDR)	0.0	$132k	NEW	4.4k	29.78	View chart
Honeywell Intl Stock (HON)	0.0	$132k	NEW	583.00	226.10	View chart
Cadence Design System Stock (CDNS)	0.0	$131k	NEW	473.00	277.87	View chart
Welltower Reit (WELL)	0.0	$130k	NEW	658.00	197.72	View chart
Sandisk Corp Stock (SNDK)	0.0	$129k	NEW	203.00	635.34	View chart
Southern Stock (SO)	0.0	$127k	NEW	1.3k	96.52	View chart
Mitsubishi Ufj Financial Group Adr (MUFG)	0.0	$126k	NEW	7.4k	16.97	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$125k	NEW	315.00	398.00	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$125k	NEW	280.00	446.59	View chart
Corning Stock (GLW)	0.0	$125k	NEW	918.00	136.02	View chart
Jpmorgan Income Etf Etf (JPIE)	0.0	$125k	NEW	2.7k	46.07	View chart
Cme Group Stock (CME)	0.0	$124k	NEW	420.00	295.35	View chart
Abbott Laboratories Stock (ABT)	0.0	$123k	NEW	1.2k	102.64	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.0	$123k	NEW	1.1k	110.78	View chart
Deere & Co Stock (DE)	0.0	$123k	NEW	219.00	562.47	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$123k	NEW	159.00	772.64	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 2026 Q1 filed May 8, 2026
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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