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Filers›Asset Manager›TWIN PEAKS WEALTH ADVISORS, LLC
DOSSIER · 13F-HR · Q1 2026

TWIN PEAKS WEALTH ADVISORS, LLC

TWIN PEAKS WEALTH's asset manager based in Boston, MA — $397M in tracked AUM across 2,369 positions as of Q1 2026.

TP
TWIN PEAKS WEALTH·Boston, MA·Asset Manager
CIK 0002006218 · last filed Mar 31, 2026
Total AUM
$397M
▼ 7.8%
vs prior
Holdings
2,369
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · 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
$9M205K2.4%
09
BUFR
FT VEST LADDERED BUFFER ETF
$9M264K2.2%
10
META
META PLATFORMS INC CL A
$8M15K2.1%

Filing history

Filing history loading…
AI Agent · grounded in TWIN
haiku-4-5 · 2,369 positions indexed
Sector mix
  • Tech9%
  • Financials26%
  • Communications35%
  • Industrials12%
  • Energy4%
  • Other14%
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