Twin Peaks Wealth Advisors, LLC Portfolio Holdings

Twin Peaks Wealth Advisors, LLC

  • $293 Billion
  • Q3 2025

Twin Peaks Wealth Advisors, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $293 Billion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.9B, Meta Platforms, Inc. with a value of $12B, Blackrock ETF Tr U S Equity Fa with a value of $9.18B, Ishares Core S&P 500 ETF with a value of $8.86B, and First Tr ETF Viii Tcw Opportun with a value of $8.67B.

Examining the 13F form we can see an decrease of $16B in the current position value, from $309B to 293B.

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 $293 Billion
ETFs: $195 Billion
Technology: $41.9 Billion
Communication Services: $20.2 Billion
Consumer Cyclical: $10 Billion
Financial Services: $4.89 Billion
Healthcare: $3.78 Billion
Consumer Defensive: $1.3 Billion
Real Estate: $627 Million
Other: $576 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$498 Million 0.17% of portfolio
11,473
Q3 2025 Added 1.01%
-
$503 Million 0.17% of portfolio
-
Q1 2025 Added 9.63%
Pgim Jennison International Opportunities ETF
-
$452 Million 0.15% of portfolio
-
Q3 2025 Added 53.4%
$0
$448 Million 0.15% of portfolio
22,738
Q3 2025 Reduced 3.21%
$0
$425 Million 0.15% of portfolio
5,427
Q3 2025 Reduced 3.66%
$87.8B
$439 Million 0.15% of portfolio
920
Q3 2025 Reduced 0.65%
$0
$447 Million 0.15% of portfolio
8,252
Q3 2025 Added 0.39%
$0
$409 Million 0.14% of portfolio
4,079
Q3 2025 Added 2.15%
$0
$415 Million 0.14% of portfolio
7,845
Q3 2025 Reduced 1.81%
$279B
$414 Million 0.14% of portfolio
4,018
Q3 2025 Added 0.6%
$21.7B
$400 Million 0.14% of portfolio
4,000
Q3 2025 Reduced 0.42%
$342B
$411 Million 0.14% of portfolio
2,253
Q3 2025 Reduced 5.34%
$0
$374 Million 0.13% of portfolio
9,857
Q3 2025 Reduced 14.5%
$0
$377 Million 0.13% of portfolio
13,653
Q3 2025 Added 3.53%
$0
$368 Million 0.13% of portfolio
2,054
Q2 2025 Reduced 2.84%
$512B
$389 Million 0.13% of portfolio
684
Q3 2025 Added 10.68%
$522B
$370 Million 0.13% of portfolio
1,995
Q3 2025 Added 8.07%
$1.46T
$358 Million 0.12% of portfolio
1,281
Q3 2025 Added 12.66%
$224B
$354 Million 0.12% of portfolio
1,165
Q3 2025 Reduced 1.1%
$0
$340 Million 0.12% of portfolio
6,144
Q3 2025 Reduced 10.76%
$181B
$348 Million 0.12% of portfolio
12,313
Q3 2025 Reduced 1.84%
$367B
$319 Million 0.11% of portfolio
786
Q3 2025 Reduced 3.56%
$82.2B
$311 Million 0.11% of portfolio
1,380
Q3 2025 Reduced 0.43%
$0
$318 Million 0.11% of portfolio
3,410
Q3 2025 Reduced 4.88%
$0
$324 Million 0.11% of portfolio
5,684
Q1 2025 Added 3.76%
$169B
$331 Million 0.11% of portfolio
359
Q3 2025 Added 1.99%
$0
$331 Million 0.11% of portfolio
4,200
Q3 2025 Reduced 0.02%
$0
$301 Million 0.1% of portfolio
6,006
Q3 2025 Added 84.91%
$24.2B
$295 Million 0.1% of portfolio
951
Q2 2025 New
$328B
$292 Million 0.1% of portfolio
971
Q3 2025 Reduced 2.41%
$197B
$293 Million 0.1% of portfolio
1,432
Q2 2025 Reduced 3.57%
Vanguard California Tax Exempt Bond ETF
-
$285 Million 0.1% of portfolio
-
Q3 2025 Added 19.55%
$346B
$307 Million 0.1% of portfolio
1,998
Q3 2025 Reduced 3.99%
$98.1B
$304 Million 0.1% of portfolio
1,782
Q3 2025 Reduced 5.26%
$490B
$284 Million 0.1% of portfolio
2,516
Q3 2025 Added 0.6%
$0
$258 Million 0.09% of portfolio
3,549
Q3 2025 Reduced 15.78%
$61.4B
$259 Million 0.09% of portfolio
1,270
Q3 2025 Added 35.39%
$0
$267 Million 0.09% of portfolio
3,552
Q3 2025 New
$0
$270 Million 0.09% of portfolio
2,834
Q3 2025 Added 29.88%
$0
$275 Million 0.09% of portfolio
7,830
Q3 2025 Reduced 2.66%
$266B
$251 Million 0.09% of portfolio
891
Q3 2025 Reduced 10.63%
$40.3B
$256 Million 0.09% of portfolio
757
Q3 2025 Added 0.4%
$413B
$264 Million 0.09% of portfolio
5,115
Q3 2025 Added 14.17%
$151B
$273 Million 0.09% of portfolio
775
Q3 2025 Added 1.71%
$0
$250 Million 0.09% of portfolio
5,049
Q3 2025 Reduced 5.57%
$0
$239 Million 0.08% of portfolio
653
Q3 2025 Added 0.77%
$0
$233 Million 0.08% of portfolio
486
Q2 2025 Reduced 14.44%
$317B
$233 Million 0.08% of portfolio
2,776
Q3 2025 Added 1.54%
$193B
$244 Million 0.08% of portfolio
2,130
Q3 2025 Reduced 2.65%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $293 Billion
  • Prior Value $309 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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