Twin Peaks Wealth Advisors, LLC Incresed Positions in Q2 2025

Twin Peaks Wealth Advisors, LLC

$309 Billion
Q2 2025

Stock	Shares change	Price Range	Shares Held
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
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
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
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
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
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
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
IWD Ishares Russell 1000 Val ETF ETFs	639 + 8.0%	$166.82 - $194.23 $107K - $124K	8.63K $1.7B
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
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
PTRB Pgim ETF Tr Total Return Bd Et ETFs	5.61K + 29.31%	$40.66 - $41.98 $228K - $236K	24.8K $1.03B
VB Vanguard Small Cap ETF ETFs	16 + 0.32%	$193.73 - $237.37 $3.1K - $3.8K	5.05K $1.24B
JGRO J P Morgan Exchange Traded Fd	185 + 2.11%	N/A	8.95K $806M
ROBT First Tr Exchange Traded Fd Vi ETFs	2.21K + 38.14%	$35.38 - $48.3 $78K - $107K	7.99K $400M
UBER Uber Technologies, Inc Technology	108 + 1.18%	$64.62 - $93.3 $6.98K - $10.1K	9.29K $852M
BBIN J P Morgan Exch Traded Fd Tr B ETFs	380 + 2.41%	$54.98 - $67.95 $20.9K - $25.8K	16.1K $1.11B
KLAC Kla Corp Technology	3 + 0.57%	$576.53 - $902.94 $1.73K - $2.71K	526 $492M
BUFD First Tr Exc Trd Fd Viii Ft Cb ETFs	4.14K + 45.71%	$23.45 - $26.56 $97K - $110K	13.2K $358M
IUSG Ishares Core S&P U.S Growth Et ETFs	68 + 1.96%	$113.67 - $150.4 $7.73K - $10.2K	3.53K $558M
BX Blackstone Inc. Financial Services	373 + 24.73%	$120.07 - $151.11 $44.8K - $56.4K	1.88K $327M
GS Goldman Sachs Group Inc Financial Services	18 + 3.87%	$462.22 - $707.75 $8.32K - $12.7K	483 $359M
ABBV Abb Vie Inc. Healthcare	323 + 12.58%	$170.16 - $206.27 $55K - $66.6K	2.89K $574M
UCON First Tr ETF Viii Tcw Unconstr ETFs	1.33K + 0.61%	$24.48 - $24.9 $32.6K - $33.2K	221K $5.51B
IWP Ishares Russell Mid Cap Growth ETFs	23 + 0.55%	$104.34 - $138.68 $2.4K - $3.19K	4.19K $587M
FID First Tr Exchange Trded Fd Vi ETFs	2.16K + 10.11%	$15.86 - $19.39 $34.2K - $41.8K	23.5K $465M

Activity Summary All Purchases 2206 New Holdings 2134 Increased Positions 72 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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Account

Twin Peaks Wealth Advisors, LLC Incresed Positions in Q2 2025

Twin Peaks Wealth Advisors, LLC

48.7K

2.51K

43K

6.95K

15.2K

7.51K

428

2.17K

3.79K

5.04K

33.6K

443

14.6K

8.67K

1.75K

6.29K

340

963

2.33K

2.18K

7.65K

252

4.29K

1K

1.82K

6.78K

476

16

451

851

639

1.03K

197

17

913

5.61K

16

185

2.21K

108

380

3

4.14K

68

373

18

323

1.33K

23

2.16K

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