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.

Portfolio value $220 Billion
ETFs: $155 Billion
Technology: $29.6 Billion
Communication Services: $13.2 Billion
Consumer Cyclical: $8.25 Billion
Financial Services: $4.22 Billion
Healthcare: $3.04 Billion
Consumer Defensive: $1.15 Billion
Energy: $208 Million
Other: $96.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36T
$12.8 Billion 5.85% of portfolio
63,491
Q1 2025 Reduced 3.16%
$0
$12.1 Billion 5.5% of portfolio
22,349
Q1 2025 Added 2.17%
$0
$9.07 Billion 4.13% of portfolio
209,560
Q1 2025 Reduced 11.54%
$1.23T
$8.34 Billion 3.8% of portfolio
15,985
Q1 2025 Added 2.84%
$0
$7.56 Billion 3.44% of portfolio
166,172
Q1 2025 Added 4.24%
$0
$7.09 Billion 3.23% of portfolio
245,629
Q1 2025 Reduced 19.18%
$0
$6.58 Billion 3.0% of portfolio
109,984
Q1 2025 Added 7.14%
$0
$6.11 Billion 2.78% of portfolio
37,135
Q1 2025 Added 25.77%
$0
$5.64 Billion 2.57% of portfolio
62,015
Q1 2025 Added 16.73%
$0
$5.4 Billion 2.46% of portfolio
219,668
Q1 2025 Reduced 0.69%
$1.93T
$5.4 Billion 2.46% of portfolio
30,055
Q1 2025 Reduced 2.27%
$0
$5.1 Billion 2.32% of portfolio
297,345
Q1 2025 Reduced 6.3%
$0
$5.02 Billion 2.29% of portfolio
106,876
Q1 2025 Added 16.74%
$2.92T
$4.63 Billion 2.11% of portfolio
11,992
Q1 2025 Reduced 5.65%
$0
$4.57 Billion 2.08% of portfolio
72,164
Q1 2025 Reduced 1.65%
$277B
$4.35 Billion 1.98% of portfolio
38,797
Q1 2025 Added 0.74%
$0
$3.87 Billion 1.76% of portfolio
66,917
Q1 2025 Reduced 13.72%
$0
$3.85 Billion 1.75% of portfolio
21,419
Q1 2025 Added 56.7%
$0
$3.8 Billion 1.73% of portfolio
8,292
Q1 2025 Reduced 15.45%
$0
$3.8 Billion 1.73% of portfolio
7,075
Q1 2025 Reduced 4.96%
$0
$3.21 Billion 1.46% of portfolio
14,814
Q1 2025 Reduced 8.54%
$0
$2.77 Billion 1.26% of portfolio
94,155
Q1 2025 Reduced 4.66%
$0
$2.43 Billion 1.11% of portfolio
24,483
Q1 2025 Reduced 40.87%
$900B
$2.29 Billion 1.05% of portfolio
9,028
Q1 2025 Reduced 0.8%
$0
$2.23 Billion 1.02% of portfolio
42,797
Q1 2025 Added 51.97%
$997B
$1.9 Billion 0.87% of portfolio
11,988
Q1 2025 Reduced 3.75%
$0
$1.89 Billion 0.86% of portfolio
13,794
Q1 2025 Added 15.84%
$0
$1.89 Billion 0.86% of portfolio
40,318
Q1 2025 Reduced 15.75%
$0
$1.84 Billion 0.84% of portfolio
33,911
Q1 2025 Reduced 6.29%
$0
$1.76 Billion 0.8% of portfolio
38,714
Q1 2025 Reduced 36.05%
$0
$1.76 Billion 0.8% of portfolio
31,801
Q1 2025 Reduced 9.28%
$0
$1.65 Billion 0.75% of portfolio
4,696
Q1 2025 Added 501.28%
$691B
$1.58 Billion 0.72% of portfolio
2,994
Q1 2025 Added 2.11%
$0
$1.55 Billion 0.71% of portfolio
3,141
Q1 2025 Added 12.82%
$967B
$1.52 Billion 0.69% of portfolio
9,712
Q1 2025 Reduced 6.26%
$0
$1.52 Billion 0.69% of portfolio
15,607
Q1 2025 Added 18.7%
$0
$1.46 Billion 0.67% of portfolio
15,816
Q1 2025 Reduced 19.63%
$0
$1.48 Billion 0.67% of portfolio
5,652
Q1 2025 New
$0
$1.46 Billion 0.66% of portfolio
7,332
Q1 2025 Added 18.62%
$0
$1.42 Billion 0.65% of portfolio
7,991
Q1 2025 New
$0
$1.38 Billion 0.63% of portfolio
13,695
Q1 2025 New
$0
$1.37 Billion 0.62% of portfolio
25,127
Q1 2025 Added 1.05%
$0
$1.33 Billion 0.61% of portfolio
15,272
Q1 2025 Reduced 15.4%
$52.9B
$1.31 Billion 0.6% of portfolio
21,463
Q1 2025 Added 107.33%
$0
$1.27 Billion 0.58% of portfolio
20,019
Q1 2025 Added 40.38%
$0
$1.23 Billion 0.56% of portfolio
27,343
Q1 2025 Reduced 14.56%
$0
$1.16 Billion 0.53% of portfolio
11,892
Q1 2025 Reduced 5.03%
$268B
$1.12 Billion 0.51% of portfolio
4,412
Q1 2025 Reduced 7.87%
First Trust Intermediate Duration Investment Grade Corporate ETF
-
$1.04 Billion 0.48% of portfolio
-
Q1 2025 Added 1.62%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $220 Billion
  • Prior Value $237 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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