TWIN PEAKS WEALTH ADVISORS, LLC

DOSSIER · 13F-HR · Q1 2026

TWIN PEAKS WEALTH ADVISORS, LLC

$397M in tracked AUM across 2,369 positions as of Q1 2026.

TP

CIK 0002006218 · last filed Mar 31, 2026

Total AUM

$397M

as of Q1 2026

Holdings

2,369

—

positions

Whale Score

44

44

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

TWIN PEAKS WEALTH ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

AAPL

APPLE INC COM

$19M75K4.8%02

IVV

ISHARES CORE S&P 500 ETF

$16M24K3.9%03

IVE

ISHARES S&P 500 VALUE ETF

$12M55K2.9%04

NVDA

NVIDIA CORPORATION COM

$11M66K2.9%05

IVW

ISHARES S&P 500 GROWTH ETF

$10M91K2.6%06

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

$10M147K2.6%07

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$10M174K2.6%08

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF