Twin Peaks Wealth Advisors, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $237 Billion distributed in 140 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.4B, Ishares Core S&P 500 ETF with a value of $12.9B, First Tr ETF Viii Tcw Opportun with a value of $10.2B, First Tr Ex Td Viii Ft Cboe Ve with a value of $9.26B, and Meta Platforms, Inc. with a value of $9.1B.
Examining the 13F form we can see an increase of $19.9B in the current position value, from $217B to 237B.
Twin Peaks Wealth Advisors, LLC is based out at Burlingame, CA
Below you can find more details about Twin Peaks Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
