TWIN PEAKS WEALTH ADVISORS, LLC

DOSSIER · 13F-HR · Q2 2026

TWIN PEAKS WEALTH ADVISORS, LLC

$442M in tracked AUM across 226 positions as of Q2 2026.

TP

CIK 0002006218 · last filed Jun 30, 2026

Total AUM

$442M

as of Q2 2026

Holdings

226

—

positions

Whale Score

48

48

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

TWIN PEAKS WEALTH ADVISORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

IVV

ISHARES CORE S&P 500 ETF

$34M46K7.8%02

AAPL

APPLE INC COM

$20M69K4.5%03

NVDA

NVIDIA CORPORATION COM

$14M72K3.2%04

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

$14M310K3.2%05

IVW

ISHARES S&P 500 GROWTH ETF

$14M99K3.1%06

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$13M195K3.0%07

IVE

ISHARES S&P 500 VALUE ETF

$11M49K2.5%08

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF