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Ea Series Trust shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Ea Series Trust (AAEQ) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Twin Peaks Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 49k 49.45

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Meta Platforms Inc Cl A Stock (META)
Ishares S&p 500 Growth Etf Etf (IVW)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Nvidia Corporation Stock (NVDA)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 100 Etf Etf (OEF)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Amazon Stock (AMZN)

View all positions for Twin Peaks Wealth Advisors

Top funds holding Ea Series Trust

Cache Advisors
Everest Management Corp.
Ethos Financial Group
Seed Wealth Management
Meredith Wealth Planning
Ledyard National Bank
Twin Peaks Wealth Advisors
Loring Wolcott Coolidge Fa
Summit Wealth & Retirement Planning
Fidelity D & D Bancorp
Magnolia Private Wealth
Quarry Hill Advisors
Family CFO
Sherman Wealth Management
Prairiewood Capital

View all funds holding Ea Series Trust