Twin Peaks Wealth Advisors, LLC Portfolio Holdings

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.