Twin Peaks Wealth Advisors, LLC Portfolio Holdings

Twin Peaks Wealth Advisors, LLC

  • $309 Billion
  • Q2 2025

Twin Peaks Wealth Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $309 Billion distributed in 2274 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.3B, Meta Platforms, Inc. with a value of $12.5B, First Tr ETF Viii Tcw Opportun with a value of $8.57B, Ishares Core S&P 500 ETF with a value of $8.34B, and Ishares Msci Usa Quality Facto with a value of $8.25B.

Examining the 13F form we can see an increase of $89.3B in the current position value, from $220B to 309B.

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.

Portfolio value $309 Billion
ETFs: $195 Billion
Technology: $41.9 Billion
Communication Services: $19.7 Billion
Consumer Cyclical: $12 Billion
Financial Services: $9.05 Billion
Healthcare: $6.23 Billion
Industrials: $4.05 Billion
Consumer Defensive: $2.73 Billion
Other: $4.62 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$14.3 Billion 4.64% of portfolio
62,338
Q2 2025 Reduced 1.82%
$1.78T
$12.5 Billion 4.03% of portfolio
15,766
Q2 2025 Reduced 1.37%
$0
$8.57 Billion 2.77% of portfolio
195,132
Q2 2025 Reduced 6.88%
$0
$8.34 Billion 2.7% of portfolio
12,911
Q2 2025 Reduced 42.23%
$0
$8.25 Billion 2.67% of portfolio
44,081
Q2 2025 Added 18.7%
$0
$8.19 Billion 2.65% of portfolio
250,672
Q2 2025 Added 2.05%
$0
$8.02 Billion 2.6% of portfolio
173,821
Q2 2025 Added 4.6%
$0
$7.69 Billion 2.49% of portfolio
115,617
Q2 2025 Added 72.78%
$456B
$7.57 Billion 2.45% of portfolio
41,309
Q2 2025 Added 6.47%
$0
$7.43 Billion 2.41% of portfolio
64,188
Q2 2025 Added 3.5%
$0
$7 Billion 2.27% of portfolio
116,759
Q2 2025 Added 6.16%
$0
$6.97 Billion 2.26% of portfolio
122,064
Q2 2025 Added 14.21%
$2.26T
$6.61 Billion 2.14% of portfolio
29,844
Q2 2025 Reduced 0.7%
$3.95T
$6.57 Billion 2.13% of portfolio
12,420
Q2 2025 Added 3.57%
$0
$5.8 Billion 1.88% of portfolio
28,925
Q2 2025 Added 35.04%
$0
$5.8 Billion 1.88% of portfolio
37,326
Q2 2025 Reduced 3.72%
$0
$5.38 Billion 1.74% of portfolio
298,370
Q2 2025 Added 0.34%
$0
$5.32 Billion 1.72% of portfolio
85,779
Q2 2025 Added 100.43%
$0
$5.11 Billion 1.65% of portfolio
70,633
Q2 2025 Reduced 2.12%
$0
$4.55 Billion 1.47% of portfolio
7,842
Q2 2025 Reduced 5.43%
$0
$4.38 Billion 1.42% of portfolio
6,822
Q2 2025 Reduced 3.58%
$0
$3.75 Billion 1.21% of portfolio
13,815
Q2 2025 Reduced 6.74%
$0
$3.3 Billion 1.07% of portfolio
96,488
Q2 2025 Added 2.48%
Ishares U.S. Thematic Rotation Active ETF
-
$3.1 Billion 1.0% of portfolio
-
Q2 2025 New
$0
$3.02 Billion 0.98% of portfolio
9,438
Q2 2025 Added 66.99%
$0
$2.96 Billion 0.96% of portfolio
26,665
Q2 2025 Added 8.91%
$0
$2.45 Billion 0.79% of portfolio
53,273
Q2 2025 Added 37.61%
$0
$2.43 Billion 0.79% of portfolio
13,094
Q2 2025 Reduced 5.07%
$1.24T
$2.44 Billion 0.79% of portfolio
11,955
Q2 2025 Reduced 0.28%
$0
$2.27 Billion 0.73% of portfolio
5,036
Q2 2025 Added 7.24%
$0
$2.22 Billion 0.72% of portfolio
39,022
Q2 2025 Reduced 3.21%
$0
$2.18 Billion 0.71% of portfolio
33,621
Q2 2025 Added 5.72%
$1.08T
$2.12 Billion 0.69% of portfolio
6,219
Q2 2025 Reduced 31.11%
$0
$2.06 Billion 0.67% of portfolio
8,295
Q2 2025 Added 13.13%
$0
$2 Billion 0.65% of portfolio
3,393
Q2 2025 Added 8.02%
$0
$2.01 Billion 0.65% of portfolio
19,983
Q2 2025 Added 45.91%
$1.21T
$1.95 Billion 0.63% of portfolio
9,572
Q2 2025 Reduced 1.44%
$0
$1.87 Billion 0.61% of portfolio
16,058
Q2 2025 Added 2.89%
$0
$1.7 Billion 0.55% of portfolio
8,630
Q2 2025 Added 8.0%
$0
$1.63 Billion 0.53% of portfolio
26,040
Q2 2025 Added 3.63%
$0
$1.58 Billion 0.51% of portfolio
20,870
Q2 2025 Added 4.25%
$0
$1.53 Billion 0.5% of portfolio
16,329
Q2 2025 Added 3.24%
$127B
$1.52 Billion 0.49% of portfolio
4,871
Q2 2025 Added 10.0%
Ishares A.I. Innovation And Tech Active ETF
-
$1.44 Billion 0.47% of portfolio
-
Q2 2025 New
$0
$1.43 Billion 0.46% of portfolio
11,909
Q2 2025 Added 0.14%
$0
$1.38 Billion 0.45% of portfolio
26,963
Q2 2025 New
$621B
$1.38 Billion 0.45% of portfolio
2,933
Q2 2025 Reduced 2.04%
$0
$1.37 Billion 0.44% of portfolio
5,746
Q2 2025 Added 9.03%
$0
$1.34 Billion 0.44% of portfolio
14,571
Q2 2025 Reduced 4.59%

Summary

  • Portfolio
  • No. of Stocks 2,274
  • Current Value $309 Billion
  • Prior Value $220 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2,134 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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