Twin Peaks Wealth Advisors, LLC Portfolio Holdings
Twin Peaks Wealth Advisors, LLC
- $220 Billion
- Q1 2025
Twin Peaks Wealth Advisors, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $220 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 $12.8B, Ishares Core S&P 500 ETF with a value of $12.1B, First Tr ETF Viii Tcw Opportun with a value of $9.07B, Meta Platforms, Inc. with a value of $8.34B, and Ishares Core Total Usd Bond Ma with a value of $7.56B.
Examining the 13F form we can see an decrease of $17.3B in the current position value, from $237B to 220B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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