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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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