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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 IVV, AAPL, NVDA, IUSB, IVW, and represent 21.87% of Twin Peaks Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$16M), IUSB, CORO, IALT, SPY, GGOV, KLAC, DYNF, IWF, VO.
Started 5 new stock positions in IALT, SGOV, TOPT, GGOV, Exxon Mobil Corp.
Reduced shares in these 10 stocks: QUAL (-$5.1M), EFV, IAGG, IEMG, AAPL, THRO, IVE, BINC, BAI, MTUM.
Sold out of its positions in AAON, AIR, ADMA, ADT, ABSI, AFL, AGCO, ACMR, AGNC, AES.
Twin Peaks Wealth Advisors was a net seller of stock by $-1.7M.
Twin Peaks Wealth Advisors has $442M in assets under management (AUM), dropping by 11.19%.
Central Index Key (CIK): 0002006218

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Portfolio Holdings for Twin Peaks Wealth Advisors

Twin Peaks Wealth Advisors holds 226 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	7.8	$34M	+90%	46k	748.90	View chart
Apple Stock (AAPL)	4.5	$20M	-7%	69k	289.36	View chart
Nvidia Corporation Stock (NVDA)	3.2	$14M	+9%	72k	200.09	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	3.2	$14M	+51%	310k	46.15	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	3.1	$14M	+9%	99k	137.53	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	3.0	$13M	+11%	195k	68.01	View chart
Ishares S&p 500 Value Etf Etf (IVE)	2.5	$11M	-10%	49k	227.06	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	2.3	$10M	-16%	123k	82.84	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	2.2	$9.7M		266k	36.53	View chart
Meta Platforms Inc Cl A Stock (META)	2.1	$9.4M	+12%	17k	563.28	View chart
Amazon Stock (AMZN)	2.0	$8.6M	+9%	36k	238.35	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.9	$8.4M	+37%	11k	746.77	View chart
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)	1.9	$8.2M		188k	43.61	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	1.7	$7.7M	-5%	129k	59.73	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	1.6	$7.1M	-11%	135k	52.72	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	1.6	$7.1M	-2%	34k	206.18	View chart
First Trust Smith Unconstrained Bond Etf Etf (UCON)	1.6	$7.0M	+7%	282k	24.88	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.5	$6.8M	+10%	9.8k	686.82	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	1.5	$6.6M	+19%	53k	124.42	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	1.5	$6.5M	-3%	72k	89.85	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.4	$6.1M	+4%	8.3k	736.42	View chart
Microsoft Corp Stock (MSFT)	1.3	$5.8M	+6%	16k	373.01	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.3	$5.6M	+2%	16k	353.33	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	1.3	$5.6M	-10%	16k	342.82	View chart
Ishares Large Cap Core Active Etf Etf (BLCR)	1.2	$5.1M	+23%	102k	50.37	View chart
Ishares International Country Rotation Active Etf Etf (CORO)	1.1	$4.9M	+1459%	134k	36.60	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	1.1	$4.8M	+18%	210k	22.78	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	1.0	$4.5M	-4%	253k	17.88	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.0	$4.3M	+4%	12k	357.36	View chart
Ishares Defense Industrials Active Etf Etf (IDEF)	1.0	$4.3M	+23%	135k	31.78	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.9	$3.9M	-28%	90k	43.11	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.9	$3.8M	-54%	50k	76.55	View chart
Ft Vest Laddered Nasdaq Buffer Etf Etf (BUFQ)	0.9	$3.8M	-7%	97k	39.27	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.8	$3.7M	-11%	37k	100.35	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.8	$3.7M	+23%	43k	85.49	View chart
Tesla Stock (TSLA)	0.8	$3.6M	+10%	8.5k	420.58	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.8	$3.4M	+2%	44k	76.11	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.7	$3.2M	+11%	36k	87.88	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.7	$3.1M	+5%	8.4k	370.03	View chart
Ishares Systematic Alternatives Active Etf Etf (IALT)	0.7	$3.1M	NEW	110k	28.05	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.7	$3.0M		37k	81.06	View chart
First Trust International Equity Opportunities Etf Etf (FPXI)	0.7	$2.9M		35k	83.74	View chart
Ishares Mbs Etf Etf (MBB)	0.7	$2.9M	+16%	31k	94.52	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.6	$2.8M	-7%	11k	264.73	View chart
Advanced Micro Devices Stock (AMD)	0.6	$2.7M	+2%	4.7k	580.97	View chart
Alpha Architect Us Equity 2 Etf Etf (AAEQ)	0.6	$2.6M		49k	53.19	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.6	$2.5M		31k	82.49	View chart
First Trust Intermediate Duration Investment Grade Corporate Etf Etf (FIIG)	0.5	$2.4M	-11%	117k	20.71	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.5	$2.4M	+19%	7.9k	302.99	View chart
Broadcom Stock (AVGO)	0.5	$2.3M	+8%	6.2k	377.78	View chart
Ishares Global Government Bond Usd Hedged Active Etf Etf (GGOV)	0.5	$2.1M	NEW	43k	50.29	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.5	$2.1M		16k	134.72	View chart
First Trust Senior Loan Fund Etf (FTSL)	0.5	$2.0M	-4%	45k	44.75	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$2.0M	+14%	3.9k	500.45	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$1.9M	+202%	16k	124.17	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.4	$1.7M	+21%	24k	73.41	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.4	$1.7M	+293%	21k	80.57	View chart
Eli Lilly & Co Stock (LLY)	0.4	$1.6M	+7%	1.3k	1199.43	View chart
Kla Corp Stock (KLAC)	0.4	$1.6M	+946%	5.2k	301.72	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.4	$1.6M		36k	43.14	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.3	$1.5M	+20%	13k	117.02	View chart
Pgim Total Return Bond Etf Etf (PTRB)	0.3	$1.5M	+2%	36k	41.46	View chart
First Trust Nasdaq Semiconductor Etf Etf (FTXL)	0.3	$1.5M		5.2k	284.96	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$1.5M	-10%	6.1k	242.44	View chart
Micron Technology Stock (MU)	0.3	$1.4M	+10%	1.3k	1153.93	View chart
Cambria Global Ew Etf Etf (GEW)	0.3	$1.4M		26k	54.70	View chart
Palo Alto Networks Stock (PANW)	0.3	$1.4M	+7%	4.1k	341.04	View chart
Fidelity Total Bond Etf Etf (FBND)	0.3	$1.4M	+9%	30k	45.49	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.3	$1.3M	-3%	17k	79.41	View chart
Ishares Gold Trust Etf (IAU)	0.3	$1.3M	+18%	17k	75.51	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$1.3M	+7%	22k	59.69	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.3	$1.3M	-4%	13k	98.59	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.3	$1.3M	-10%	9.3k	134.57	View chart
Texas Instrs Stock (TXN)	0.3	$1.2M	+4%	4.1k	298.07	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.3	$1.2M	-5%	3.8k	303.09	View chart
First Trust Limited Duration Investment Grade Corporate Etf Etf (FSIG)	0.3	$1.1M	+16%	61k	18.86	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.3	$1.1M	+33%	2.3k	477.65	View chart
Ft Vest Laddered Deep Buffer Etf Etf (BUFD)	0.2	$1.1M	+7%	36k	29.72	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.2	$1.0M	+16%	20k	53.50	View chart
Applied Matls Stock (AMAT)	0.2	$1.0M	-4%	1.4k	723.00	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.2	$1.0M	+11%	22k	46.94	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.2	$985k	+116%	43k	23.13	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$972k	+700%	8.1k	119.52	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.2	$968k	-9%	10k	93.92	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$924k	+28%	988.00	935.65	View chart
Vanguard Russell 1000 Etf Etf (VONE)	0.2	$912k		2.7k	338.72	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$896k	+9%	13k	71.25	View chart
Ishares S&p 100 Etf Etf (OEF)	0.2	$880k	+38%	2.4k	365.87	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$872k	+8%	2.7k	327.39	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.2	$860k	-3%	17k	50.61	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.2	$845k		5.1k	164.61	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.2	$829k	-2%	43k	19.29	View chart
Pgim Jennison Focused International Equity Etf Etf (PJIO)	0.2	$821k	-9%	12k	69.65	View chart
Abbvie Stock (ABBV)	0.2	$802k	+3%	3.2k	251.64	View chart
Intel Corp Stock (INTC)	0.2	$748k	+15%	5.4k	139.64	View chart
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT)	0.2	$747k		13k	56.26	View chart
Johnson & Johnson Stock (JNJ)	0.2	$744k	+5%	2.9k	253.97	View chart
Unitedhealth Group Stock (UNH)	0.2	$742k	+10%	1.8k	415.53	View chart
Visa Inc Com Cl A Stock (V)	0.2	$716k	+17%	2.1k	343.09	View chart
Mckesson Corp Stock (MCK)	0.2	$701k		928.00	755.23	View chart
Walmart Stock (WMT)	0.2	$699k	+21%	6.2k	113.25	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$699k	+9%	9.1k	77.11	View chart
Goldman Sachs Group Stock (GS)	0.1	$655k	+25%	647.00	1012.11	View chart
Lam Research Corp Stock (LRCX)	0.1	$639k	+16%	1.5k	433.22	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$626k	+78%	3.8k	164.28	View chart
Direxion Daily Financial Bull 3x Etf Etf (FAS)	0.1	$620k	-7%	4.2k	147.18	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$616k	-89%	2.8k	219.44	View chart
Invesco S&p Smallcap Quality Etf Etf (XSHQ)	0.1	$596k	-3%	12k	48.36	View chart
Caterpillar Stock (CAT)	0.1	$583k	+5%	548.00	1064.69	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$578k	+13%	290.00	1992.10	View chart
First Trust S&p International Dividend Aristocrats Etf Etf (FID)	0.1	$575k		27k	21.46	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.1	$575k		12k	48.18	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$567k		3.0k	188.09	View chart
Sandisk Corp Stock (SNDK)	0.1	$566k	+22%	249.00	2273.73	View chart
Ge Vernova Stock (GEV)	0.1	$560k	+57%	477.00	1174.59	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$560k	-46%	734.00	762.97	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$546k	+1181%	833.00	655.86	View chart
Jpmorgan Betabuilders U.s. Aggregate Bond Etf Etf (BBAG)	0.1	$541k		12k	45.95	View chart
Cisco Sys Stock (CSCO)	0.1	$538k	+3%	4.6k	117.47	View chart
Exxonmobil Holdings Corp Stock	0.1	$510k	NEW	3.7k	136.72	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.1	$506k	-9%	4.5k	112.88	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.1	$497k		10k	48.66	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.1	$478k		8.3k	57.64	View chart
Ge Aerospace Stock (GE)	0.1	$477k	+18%	1.3k	373.74	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.1	$472k		1.9k	247.89	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$455k		5.5k	83.06	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.1	$455k	-5%	4.5k	100.28	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	0.1	$433k	+12%	3.9k	111.54	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$431k	+13%	840.00	513.60	View chart
Netflix Stock (NFLX)	0.1	$429k	-11%	6.0k	71.40	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$408k	+18%	7.2k	56.98	View chart
Home Depot Stock (HD)	0.1	$385k	+50%	1.1k	352.68	View chart
American Express Stock (AXP)	0.1	$382k	+58%	1.1k	338.36	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$381k		7.7k	49.18	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$379k	+27%	2.6k	148.31	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$376k	+111%	4.1k	90.59	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$370k	+138%	1.6k	236.65	View chart
Oracle Corp Stock (ORCL)	0.1	$366k	+6%	2.5k	146.55	View chart
Opendoor Technologies Stock (OPEN)	0.1	$364k		79k	4.62	View chart
Fidelity Momentum Factor Etf Etf (FDMO)	0.1	$362k	+256%	3.7k	98.56	View chart
Snowflake Stock (SNOW)	0.1	$357k		1.4k	254.50	View chart
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU)	0.1	$354k	+6%	4.4k	80.15	View chart
Procter & Gamble Stock (PG)	0.1	$351k	+9%	2.4k	146.66	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$347k	+157%	1.4k	242.40	View chart
Salesforce Stock (CRM)	0.1	$346k	-32%	2.2k	156.68	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.1	$346k	-77%	6.6k	52.34	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$343k	+62%	12k	27.70	View chart
Coca Cola Stock (KO)	0.1	$341k	+7%	4.2k	81.27	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$339k	+11551%	3.1k	107.62	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$329k	+186%	3.5k	94.57	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.1	$329k		1.7k	191.77	View chart
Mongodb Inc Cl A Stock (MDB)	0.1	$327k		972.00	335.90	View chart
Rtx Corporation Stock (RTX)	0.1	$326k	+28%	1.7k	189.71	View chart
Wells Fargo & Co Stock (WFC)	0.1	$325k	+21%	3.9k	82.65	View chart
Fidelity International Multifactor Etf Etf (FDEV)	0.1	$323k	+1440%	9.1k	35.50	View chart
Morgan Stanley Stock (MS)	0.1	$320k	+16%	1.5k	209.04	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$318k	-4%	3.4k	92.21	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.1	$317k	+45%	2.2k	141.92	View chart
Invesco California Amt-free Municipal Bond Etf Etf (PWZ)	0.1	$315k	+27%	13k	24.51	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$314k	+37%	3.0k	103.87	View chart
Western Digital Corp Stock (WDC)	0.1	$311k	+13%	487.00	638.72	View chart
Mcdonalds Corp Stock (MCD)	0.1	$308k	-8%	1.1k	270.42	View chart
Ishares Systematic Bond Etf Etf (SYSB)	0.1	$303k	+27%	3.4k	88.72	View chart
Federated Hermes Total Return Bond Etf Etf (FTRB)	0.1	$302k	-42%	12k	25.09	View chart
Renaissance Ipo Etf Etf (IPO)	0.1	$302k		5.1k	59.42	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$302k	NEW	3.0k	100.67	View chart
International Business Machs Stock (IBM)	0.1	$302k	+4%	1.1k	281.32	View chart
Merck & Co Stock (MRK)	0.1	$299k	+4%	2.3k	128.50	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.1	$299k	+1282%	4.6k	64.88	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$298k	+6%	1.7k	176.33	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$297k	-21%	4.9k	60.79	View chart
Philip Morris Intl Stock (PM)	0.1	$290k	+11%	1.6k	180.88	View chart
Vanguard California Tax-exempt Bond Etf Etf (VTEC)	0.1	$287k		2.9k	100.61	View chart
Doordash Inc Cl A Stock (DASH)	0.1	$283k	-12%	1.5k	184.50	View chart
Pgim Short Dur Hig Yld Opp Cef (SDHY)	0.1	$282k	+135%	17k	16.39	View chart
Ishares Long-term National Muni Bond Etf Etf (LMUB)	0.1	$278k	+5924%	5.4k	51.22	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$274k	-8%	2.4k	114.18	View chart
Twilio Inc Cl A Stock (TWLO)	0.1	$273k	+6%	1.3k	206.33	View chart
Citigroup Stock (C)	0.1	$273k	+16%	2.0k	139.98	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$273k		1.7k	158.07	View chart
Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO)	0.1	$272k		3.8k	71.22	View chart
Chevron Corporation Stock (CVX)	0.1	$271k	+8%	1.6k	165.78	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$266k	+4%	2.3k	116.69	View chart
Intuit Stock (INTU)	0.1	$261k	-9%	998.00	261.00	View chart
Analog Devices Stock (ADI)	0.1	$259k	+5%	652.00	397.38	View chart
At&t Stock (T)	0.1	$258k	-8%	13k	20.70	View chart
Servicenow Stock (NOW)	0.1	$258k	+16%	2.6k	99.28	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$253k	+147%	2.9k	86.43	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.1	$251k	+500%	2.9k	86.14	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$249k	+20%	3.2k	77.92	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.1	$243k	+25%	2.9k	82.64	View chart
Uber Technologies Stock (UBER)	0.1	$240k	-9%	3.3k	72.17	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$240k	-31%	585.00	409.50	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.1	$234k	+27%	5.6k	41.82	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$234k	-3%	3.8k	62.20	View chart
Astrazeneca Plc Ord Adr (AZN)	0.1	$233k	+37%	1.2k	189.62	View chart
Datadog Inc Cl A Stock (DDOG)	0.1	$233k		894.00	260.24	View chart
Linde Stock (LIN)	0.1	$232k	+11%	447.00	518.94	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$232k	-7%	1.2k	190.57	View chart
Simon Ppty Group Reit (SPG)	0.1	$232k		1.0k	223.54	View chart
First Trust Innovation Leaders Etf Etf (ILDR)	0.1	$232k	+32%	5.9k	39.24	View chart
Marvell Technology Stock (MRVL)	0.1	$232k	+107%	777.00	297.89	View chart
Fidelity International Value Factor Etf Etf (FIVA)	0.1	$231k	+1358%	6.0k	38.52	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$230k	+5172%	2.1k	109.07	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$229k	-73%	1.6k	146.46	View chart
Novartis Adr (NVS)	0.1	$224k	+14%	1.4k	156.72	View chart
Fidelity Quality Factor Etf Etf (FQAL)	0.1	$223k	+182%	2.7k	81.35	View chart
Corning Stock (GLW)	0.1	$222k	-5%	870.00	255.53	View chart
Eaton Corp Stock (ETN)	0.0	$221k	+14%	518.00	425.96	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$220k	+50%	2.8k	77.54	View chart
First Trust Indxx Aerospace & Defense Etf Etf (MISL)	0.0	$219k	+2%	4.8k	45.77	View chart
Invesco Phlx Semiconductor Etf Etf (SOXQ)	0.0	$219k	-68%	2.0k	112.10	View chart
Arista Networks Stock (ANET)	0.0	$218k	-2%	1.3k	169.87	View chart
Tjx Cos Stock (TJX)	0.0	$217k	+4%	1.4k	151.48	View chart
Disney Walt Stock (DIS)	0.0	$215k	+11%	2.2k	96.25	View chart
Lumentum Hldgs Stock (LITE)	0.0	$213k		248.00	858.06	View chart
Mitsubishi Ufj Financial Group Adr (MUFG)	0.0	$212k	+42%	11k	19.89	View chart
Ishares Top 20 U.s. Stocks Etf Etf (TOPT)	0.0	$211k	NEW	6.4k	32.92	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$209k		936.00	222.89	View chart
Deere & Co Stock (DE)	0.0	$209k	+50%	329.00	633.71	View chart
HSBC HLDGS Adr (HSBC)	0.0	$206k	+8%	2.2k	95.09	View chart
Ishares Gnma Bond Etf Etf (GNMA)	0.0	$206k	+32%	4.7k	44.23	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$204k	+112%	3.0k	68.40	View chart
Fidelity Value Factor Etf Etf (FVAL)	0.0	$202k	+167%	2.6k	77.93	View chart
Blackstone Stock (BX)	0.0	$201k	+12%	1.7k	117.70	View chart
Banco Santander Sa Adr (SAN)	0.0	$194k	+48%	14k	13.80	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 Q2 filed Aug. 13, 2026
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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