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Fidelity fund shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Fidelity fund (FIVA) 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

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Quarterly reported holdings in Fidelity fund by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $14k 411 34.85
2025-06-30 $6.4k 208 30.58

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

FMR
Commonwealth Equity Services
LPL Financial
Northwestern Mutual Wealth Management Company
Summit Wealth Group Llc / Co
Kingsview Wealth Management
Kestra Advisory Services
Royal Bank of Canada
D.A. Davidson & Co.
Cetera Investment Advisers
OmniStar Financial Group
Jane Street
Envestnet Asset Management
Roan Capital Partners
Braeburn Wealth Management

View all funds holding Fidelity fund