Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

TWIN PEAKS WEALTH ADVISORS, LLC (CIK 2006218) reported $441.5M across 226 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($34.3M, 7.76%), AAPL ($20.0M, 4.52%), NVDA ($14.3M, 3.25%), IUSB ($14.3M, 3.24%), IVW ($13.7M, 3.09%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES CORE S&P 500 ETF$34.3M7.76%45,752Added
2AAPLAPPLE INC COM$20.0M4.52%68,986Trimmed
3NVDANVIDIA CORPORATION COM$14.3M3.25%71,707Added
4IUSBISHARES CORE TOTAL USD BOND MARKET ETF$14.3M3.24%310,337Added
5IVWISHARES S&P 500 GROWTH ETF$13.7M3.09%99,338Added
6DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF$13.2M3.00%194,621Added
7IVEISHARES S&P 500 VALUE ETF$11.2M2.54%49,433Trimmed
8IEMGISHARES CORE MSCI EMERGING MARKETS ETF$10.2M2.31%123,319Trimmed
9BUFRFT VEST LADDERED BUFFER ETF$9.7M2.20%265,773Added
10METAMETA PLATFORMS INC CL A$9.4M2.12%16,626Added
11AMZNAMAZON COM INC COM$8.6M1.95%36,204Added
12SPYSTATE STREET SPDR S&P 500 ETF$8.4M1.90%11,241Added
13FIXDFIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF$8.2M1.85%187,558Trimmed
14FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF$7.7M1.74%128,899Trimmed
15BAIISHARES A.I. INNOVATION AND TECH ACTIVE ETF$7.1M1.61%135,112Trimmed
16FPXFIRST TRUST US EQUITY OPPORTUNITIES ETF$7.1M1.60%34,277Trimmed
17UCONFIRST TRUST SMITH UNCONSTRAINED BOND ETF$7.0M1.59%281,760Added
18VOOVANGUARD S&P 500 ETF$6.8M1.53%9,846Added
19EFGISHARES MSCI EAFE GROWTH ETF$6.6M1.50%53,159Added
20CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF$6.5M1.47%72,138Trimmed
21QQQINVESCO QQQ TRUST SERIES I$6.1M1.39%8,330Added
22MSFTMICROSOFT CORP COM$5.8M1.31%15,468Added
23GOOGALPHABET INC CAP STK CL C$5.6M1.26%15,804Added
24MTUMISHARES MSCI USA MOMENTUM FACTOR ETF$5.6M1.26%16,222Trimmed
25BLCRISHARES LARGE CAP CORE ACTIVE ETF$5.1M1.16%101,674Added

Source: SEC Form 13F filings · as of 2026-06-30