Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TWIN PEAKS WEALTH ADVISORS, LLC (CIK 2006218) reported $397.1M across 2,338 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($18.9M, 4.77%), IVV ($15.6M, 3.94%), IVE ($11.6M, 2.93%), NVDA ($11.4M, 2.88%), IVW ($10.3M, 2.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $18.9M | 4.77% | 74,581 | Added |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $15.6M | 3.94% | 23,956 | Added |
| 3 | IVE | ISHARES S&P 500 VALUE ETF | $11.6M | 2.93% | 55,110 | Added |
| 4 | NVDA | NVIDIA CORPORATION COM | $11.4M | 2.88% | 65,518 | Added |
| 5 | IVW | ISHARES S&P 500 GROWTH ETF | $10.3M | 2.59% | 91,083 | Added |
| 6 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $10.3M | 2.58% | 147,108 | Added |
| 7 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $10.1M | 2.55% | 174,352 | Trimmed |
| 8 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $9.4M | 2.38% | 204,563 | Added |
| 9 | BUFR | FT VEST LADDERED BUFFER ETF | $8.9M | 2.25% | 264,029 | Added |
| 10 | META | META PLATFORMS INC CL A | $8.4M | 2.12% | 14,745 | Trimmed |
| 11 | FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $8.3M | 2.08% | 189,770 | Added |
| 12 | EFV | ISHARES MSCI EAFE VALUE ETF | $8.2M | 2.07% | 110,709 | Added |
| 13 | FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $8.1M | 2.05% | 135,888 | Added |
| 14 | AMZN | AMAZON COM INC COM | $6.9M | 1.74% | 33,190 | Trimmed |
| 15 | UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $6.5M | 1.64% | 263,194 | Added |
| 16 | FPX | FIRST TRUST US EQUITY OPPORTUNITIES ETF | $5.6M | 1.40% | 35,067 | Added |
| 17 | MSFT | MICROSOFT CORP COM | $5.4M | 1.35% | 14,516 | Trimmed |
| 18 | VOO | VANGUARD S&P 500 ETF | $5.3M | 1.34% | 8,927 | Added |
| 19 | SPY | STATE STREET SPDR S&P 500 ETF | $5.3M | 1.34% | 8,187 | Trimmed |
| 20 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $5.0M | 1.26% | 26,161 | Added |
| 21 | BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $5.0M | 1.26% | 152,097 | Added |
| 22 | EFG | ISHARES MSCI EAFE GROWTH ETF | $4.9M | 1.25% | 44,429 | New |
| 23 | FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $4.7M | 1.19% | 265,721 | Trimmed |
| 24 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $4.7M | 1.18% | 74,503 | Added |
| 25 | QQQ | INVESCO QQQ TRUST SERIES I | $4.6M | 1.16% | 7,965 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31