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
$4.36T
$16.9 Billion 5.77% of portfolio
66,353
Q3 2025 Added 6.44%
$1.65T
$12 Billion 4.11% of portfolio
16,393
Q3 2025 Added 3.98%
$0
$9.18 Billion 3.14% of portfolio
155,055
Q3 2025 Added 27.03%
$0
$8.86 Billion 3.03% of portfolio
13,243
Q3 2025 Added 2.57%
$0
$8.67 Billion 2.96% of portfolio
195,178
Q3 2025 Added 0.02%
$0
$8.64 Billion 2.95% of portfolio
258,428
Q3 2025 Added 3.09%
$506B
$7.81 Billion 2.67% of portfolio
41,882
Q3 2025 Added 1.39%
$0
$7.81 Billion 2.67% of portfolio
64,681
Q3 2025 Added 0.77%
$0
$7.72 Billion 2.64% of portfolio
39,683
Q3 2025 Reduced 9.98%
$0
$7.45 Billion 2.55% of portfolio
159,522
Q3 2025 Reduced 8.23%
$0
$7.13 Billion 2.43% of portfolio
118,959
Q3 2025 Added 1.88%
$0
$6.67 Billion 2.28% of portfolio
98,315
Q3 2025 Reduced 14.96%
$0
$6.59 Billion 2.25% of portfolio
31,925
Q3 2025 Added 10.37%
$2.27T
$6.58 Billion 2.25% of portfolio
29,951
Q3 2025 Added 0.36%
$3.92T
$6.5 Billion 2.22% of portfolio
12,545
Q3 2025 Added 1.01%
$0
$6.21 Billion 2.12% of portfolio
94,270
Q3 2025 Added 9.9%
$0
$5.91 Billion 2.02% of portfolio
35,575
Q3 2025 Reduced 4.69%
$0
$5.75 Billion 1.96% of portfolio
228,098
Q3 2025 Added 3.21%
$0
$5.39 Billion 1.84% of portfolio
295,398
Q3 2025 Reduced 1.0%
$0
$5.38 Billion 1.84% of portfolio
70,822
Q3 2025 Added 0.27%
$0
$4.77 Billion 1.63% of portfolio
7,162
Q3 2025 Added 4.98%
$0
$4.62 Billion 1.58% of portfolio
7,690
Q3 2025 Reduced 1.94%
$0
$3.82 Billion 1.3% of portfolio
13,647
Q3 2025 Reduced 1.22%
Ishares A.I. Innovation And Tech Active ETF
-
$3.5 Billion 1.19% of portfolio
-
Q3 2025 Added 130.46%
Ishares U.S. Thematic Rotation Active ETF
-
$3.38 Billion 1.16% of portfolio
-
Q3 2025 Added 5.98%
$0
$3.37 Billion 1.15% of portfolio
96,659
Q3 2025 Added 0.18%
$1.72T
$3.31 Billion 1.13% of portfolio
13,576
Q3 2025 Added 13.56%
$0
$2.96 Billion 1.01% of portfolio
28,782
Q3 2025 Added 44.03%
$1.39T
$2.78 Billion 0.95% of portfolio
6,248
Q3 2025 Added 0.47%
$1.5T
$2.44 Billion 0.83% of portfolio
10,052
Q3 2025 Added 5.01%
$0
$2.35 Billion 0.8% of portfolio
51,356
Q3 2025 Reduced 3.6%
$0
$2.35 Billion 0.8% of portfolio
5,020
Q3 2025 Reduced 0.32%
$0
$2.28 Billion 0.78% of portfolio
38,102
Q3 2025 Reduced 2.36%
$0
$2.27 Billion 0.78% of portfolio
8,855
Q3 2025 Added 6.75%
$0
$2.27 Billion 0.77% of portfolio
33,698
Q3 2025 Added 0.23%
$0
$2.13 Billion 0.73% of portfolio
3,474
Q3 2025 Added 2.39%
$64.3B
$2.01 Billion 0.69% of portfolio
27,631
Q3 2025 Added 56.91%
$0
$1.84 Billion 0.63% of portfolio
15,262
Q3 2025 Reduced 4.96%
$0
$1.79 Billion 0.61% of portfolio
18,777
Q3 2025 Added 14.99%
$0
$1.77 Billion 0.61% of portfolio
8,717
Q3 2025 Added 1.01%
$0
$1.7 Billion 0.58% of portfolio
26,138
Q3 2025 Added 0.38%
$0
$1.66 Billion 0.57% of portfolio
32,322
Q3 2025 Added 19.88%
$152B
$1.6 Billion 0.55% of portfolio
4,848
Q3 2025 Reduced 0.47%
$0
$1.62 Billion 0.55% of portfolio
20,647
Q3 2025 Reduced 1.07%
$0
$1.57 Billion 0.54% of portfolio
7,513
Q3 2025 Added 6,433.04%
$0
$1.57 Billion 0.54% of portfolio
21,430
Q3 2025 Added 21.44%
$0
$1.54 Billion 0.53% of portfolio
11,459
Q3 2025 Reduced 3.78%
$646B
$1.49 Billion 0.51% of portfolio
2,968
Q3 2025 Added 1.19%
$0
$1.49 Billion 0.51% of portfolio
5,081
Q3 2025 Added 11.67%

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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