Twin Peaks Wealth Advisors, LLC Purchases in Q2 2025

Twin Peaks Wealth Advisors, LLC

  • $309 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
48.7K
+ 72.78%
$52.4 - $64.65 $2.55M - $3.15M
116K $7.69B
NVDA
Nvidia Corp

Technology
2.51K
+ 6.47%
$94.31 - $157.99 $237K - $397K
41.3K $7.57B
Ishares U.S. Thematic Rotation Active ETF
84.3K
New
N/A
84.3K $3.1B
IEMG
Ishares Inc

ETFs
43K
+ 100.43%
N/A
85.8K $5.32B
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.95K
+ 18.7%
$152.42 - $182.82 $1.06M - $1.27M
44.1K $8.25B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
15.2K
+ 14.21%
$43.53 - $54.46 $661K - $827K
122K $6.97B
IVE
Ishares S&P 500 Value ETF

ETFs
7.51K
+ 35.04%
$168.34 - $195.42 $1.26M - $1.47M
28.9K $5.8B
MSFT
Microsoft Corp

Technology
428
+ 3.57%
$354.56 - $497.45 $152K - $213K
12.4K $6.57B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.17K
+ 3.5%
$82.96 - $110.1 $180K - $239K
64.2K $7.43B
OEF
Ishares S&P 100 ETF

ETFs
3.79K
+ 66.99%
N/A
9.44K $3.02B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
27K
New
$50.09 - $51.09 $1.35M - $1.38M
27K $1.38B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
5.04K
+ 2.05%
$27.3 - $31.8 $138K - $160K
251K $8.19B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
33.6K
+ 311.56%
$22.54 - $23.17 $756K - $777K
44.3K $1.01B
AVGO
Broadcom Inc.

Technology
443
+ 10.0%
$146.29 - $275.65 $64.8K - $122K
4.87K $1.52B
FTSL
First Trust Senior Ln Fund

ETFs
14.6K
+ 37.61%
$44.58 - $46.07 $649K - $671K
53.3K $2.45B
ILCG
Ishares Morningstar Growth ETF
6.55K
New
N/A
6.55K $666M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.67K
+ 98.83%
$72.02 - $73.82 $624K - $640K
17.4K $1.28B
VTI
Vanguard Total Stock Market Et

ETFs
1.75K
+ 105.61%
$243.75 - $303.93 $427K - $532K
3.41K $1.08B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.29K
+ 45.91%
$97.29 - $105.63 $612K - $664K
20K $2.01B
DOCS
Doximity, Inc.

Healthcare
10.2K
New
$50.71 - $61.34 $516K - $625K
10.2K $629M
IWF
Ishares Russell 1000 Gr ETF

ETFs
340
+ 7.24%
$320.42 - $424.58 $109K - $144K
5.04K $2.27B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
963
+ 13.13%
$180.84 - $240.32 $174K - $231K
8.3K $2.06B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.33K
+ 2.48%
$27.46 - $33.2 $64.1K - $77.5K
96.5K $3.3B
EFG
Msci Eafe Growth ETF

ETFs
2.18K
+ 8.91%
$89.8 - $112.0 $196K - $244K
26.7K $2.96B
IWS
Ishares Russell Midcap Value E

ETFs
3.85K
New
$110.58 - $132.14 $426K - $509K
3.85K $522M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.65K
+ 4.6%
$45.12 - $46.23 $345K - $354K
174K $8.02B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
252
+ 8.02%
$456.74 - $568.03 $115K - $143K
3.39K $2B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.29K
+ 32.1%
$55.54 - $69.09 $238K - $296K
17.6K $1.25B
VO
Vanguard Mid Cap ETF

ETFs
1K
+ 28.28%
$228.54 - $279.83 $229K - $281K
4.55K $1.3B
RDVY
First Trust Rising Dividend Ac

ETFs
1.82K
+ 5.72%
$51.6 - $62.74 $93.9K - $114K
33.6K $2.18B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
6.78K
+ 6.16%
$59.8 - $60.07 $405K - $407K
117K $7B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
476
+ 9.03%
$171.4 - $227.1 $81.6K - $108K
5.75K $1.37B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.89K
New
$45.11 - $52.34 $311K - $360K
6.89K $370M
AMD
Advanced Micro Devices Inc

Technology
16
+ 0.35%
$78.21 - $143.81 $1.25K - $2.3K
4.57K $800M
BBUS
J P Morgan Exchg Traded Fd

ETFs
451
+ 2.89%
$89.63 - $111.92 $40.4K - $50.5K
16.1K $1.87B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
851
+ 4.25%
$58.41 - $72.69 $49.7K - $61.9K
20.9K $1.58B
VCIT
Vanguard Intermediate Term Cor

ETFs
3.63K
New
$79.56 - $82.92 $288K - $301K
3.63K $301M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
4.21K
New
$53.69 - $67.27 $226K - $283K
4.21K $295M
Pgim Jennison International Opportunities ETF
4.6K
New
N/A
4.6K $282M
IWD
Ishares Russell 1000 Val ETF

ETFs
639
+ 8.0%
$166.82 - $194.23 $107K - $124K
8.63K $1.7B
GE
General Electric CO

Industrials
995
New
$166.81 - $257.39 $166K - $256K
995 $278M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.14K
New
$141.37 - $228.57 $161K - $260K
1.14K $278M
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.03K
+ 0.34%
$16.93 - $17.81 $17.4K - $18.3K
298K $5.38B
ORCL
Oracle Corp

Technology
197
+ 10.61%
$122.82 - $218.63 $24.2K - $43.1K
2.05K $521M
IPO
Renaissance Cap Greenwich Fds

ETFs
5.35K
New
$32.6 - $44.94 $174K - $240K
5.35K $271M
SKYY
First Trust Cloud Computing Et

ETFs
17
+ 0.14%
$89.46 - $121.64 $1.52K - $2.07K
11.9K $1.43B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
913
+ 3.63%
$49.48 - $61.22 $45.2K - $55.9K
26K $1.63B
DIS
Walt Disney CO

Communication Services
2.19K
New
$81.72 - $124.01 $179K - $271K
2.19K $249M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
5.61K
+ 29.31%
$40.66 - $41.98 $228K - $236K
24.8K $1.03B
Activity Summary
Buys All Purchases 2206 New Holdings 2134 Increased Positions 72 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email