Twin Peaks Wealth Advisors

Twin Peaks Wealth Advisors as of Dec. 31, 2025

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