Twin Peaks Wealth Advisors »

Fidelity fund shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity fund by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.2k 333 27.59
2025-06-30 $4.1k 168 24.20

More positions owned by Twin Peaks Wealth Advisors

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

View all positions for Twin Peaks Wealth Advisors

Top funds holding Fidelity fund

Commonwealth Equity Services
David Kennon
Jane Street
Bank of America Corporation
Advisor Group Holdings
LPL Financial
Kestra Advisory Services
Scotia Capital
BEAM Asset Management
Envestnet Asset Management
Putnam Fl Investment Management
Wealthtrust Axiom
Raymond James Financial
Fullerton Advisors
Dentgroup

View all funds holding Fidelity fund