Twin Peaks Wealth Advisors, LLC Portfolio Holdings by Sector
Twin Peaks Wealth Advisors, LLC
- $293 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DYNF IVV FIXD BUFR IVW QUAL IUSB FTSM 91 stocks |
$194 Million
69.63% of portfolio
|
47
|
37
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL DASH TWLO 5 stocks |
$18.9 Million
6.8% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$16.9 Million
6.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD TSM 4 stocks |
$10.5 Million
3.77% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD ORCL PLTR MDB ADBE PANW 7 stocks |
$9.03 Million
3.24% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$6.58 Million
2.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM UBER INTU SHOP NOW SNOW COIN 7 stocks |
$4.16 Million
1.49% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$2.78 Million
1.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ 3 stocks |
$1.83 Million
0.66% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.49 Million
0.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.25 Million
0.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$1.19 Million
0.43% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$944,150
0.34% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$939,648
0.34% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT 2 stocks |
$833,912
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$791,971
0.28% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$694,158
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$650,405
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
OPEN 1 stocks |
$627,167
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
DOCS 1 stocks |
$563,913
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$515,040
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG HIMS 2 stocks |
$507,026
0.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
$438,509
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$354,005
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$347,713
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$318,562
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$304,414
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$292,173
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$283,705
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$251,467
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$248,325
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
GERN 1 stocks |
$37,872
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|