Twin Peaks Wealth Advisors

Twin Peaks Wealth Advisors as of June 30, 2026

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