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I3 Verticals shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of I3 Verticals (IIIV) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in I3 Verticals

Tip: Access up to 7 years of quarterly data

All positions including I3 Verticals 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 I3 Verticals by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $89 4 22.25

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 I3 Verticals

T. Rowe Price Investment Management
Vanguard Group
BlackRock
Geneva Capital Management
William Blair Investment Management
AltraVue Capital
Long Path Partners
North Reef Capital Management
Crosslink Capital
Vanguard Capital Management
Ranger Investment Management
Jennison Associates
Punch & Associates Investment Management
State Street Corporation
Vanguard Portfolio Management

View all funds holding I3 Verticals