Twin Peaks Wealth Advisors, LLC Portfolio Holdings

Twin Peaks Wealth Advisors, LLC

  • $309 Billion
  • Q2 2025

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.

Portfolio value $309 Billion
ETFs: $195 Billion
Technology: $41.9 Billion
Communication Services: $19.7 Billion
Consumer Cyclical: $12 Billion
Financial Services: $9.05 Billion
Healthcare: $6.23 Billion
Industrials: $4.05 Billion
Consumer Defensive: $2.73 Billion
Other: $4.62 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.3 Billion 0.42% of portfolio
4,550
Q2 2025 Added 28.28%
$0
$1.28 Billion 0.42% of portfolio
17,439
Q2 2025 Added 98.83%
$0
$1.25 Billion 0.41% of portfolio
17,646
Q2 2025 Added 32.1%
$0
$1.24 Billion 0.4% of portfolio
5,053
Q2 2025 Added 0.32%
$0
$1.24 Billion 0.4% of portfolio
27,148
Q2 2025 Reduced 0.71%
$53.5B
$1.11 Billion 0.36% of portfolio
17,609
Q2 2025 Reduced 17.96%
$0
$1.11 Billion 0.36% of portfolio
16,126
Q2 2025 Added 2.41%
$0
$1.08 Billion 0.35% of portfolio
3,409
Q2 2025 Added 105.61%
Ishares Flexible Income Active ETF
-
$1.09 Billion 0.35% of portfolio
-
Q2 2025 Added 4.12%
First Trust Intermediate Duration Investment Grade Corporate ETF
-
$1.05 Billion 0.34% of portfolio
-
Q2 2025 Reduced 1.83%
$0
$1.01 Billion 0.33% of portfolio
44,321
Q2 2025 Added 311.56%
$0
$1.03 Billion 0.33% of portfolio
24,761
Q2 2025 Added 29.31%
$232B
$985 Million 0.32% of portfolio
4,251
Q2 2025 Reduced 3.65%
$0
$970 Million 0.31% of portfolio
50,610
Q2 2025 Reduced 1.82%
$201B
$926 Million 0.3% of portfolio
1,297
Q2 2025 Reduced 19.29%
$0
$868 Million 0.28% of portfolio
20,985
Q2 2025 Reduced 0.32%
$0
$791 Million 0.26% of portfolio
2,708
Q2 2025 Reduced 1.81%
-
$806 Million 0.26% of portfolio
-
Q2 2025 Added 2.11%
$282B
$800 Million 0.26% of portfolio
4,571
Q2 2025 Added 0.35%
$545B
$729 Million 0.24% of portfolio
595
Q2 2025 Reduced 19.7%
$0
$717 Million 0.23% of portfolio
1,016
Q2 2025 Reduced 0.1%
$0
$695 Million 0.23% of portfolio
10,511
Q2 2025 Added 4.24%
$0
$721 Million 0.23% of portfolio
15,764
Q2 2025 Reduced 13.74%
-
$666 Million 0.22% of portfolio
-
Q2 2025 New
$608B
$689 Million 0.22% of portfolio
1,078
Q2 2025 Added 30.19%
$6.83B
$629 Million 0.2% of portfolio
10,181
Q2 2025 New
Federated Hermes Total Return Bond ETF
-
$603 Million 0.2% of portfolio
-
Q2 2025 Reduced 6.4%
$859B
$627 Million 0.2% of portfolio
2,140
Q2 2025 Reduced 9.01%
$94.7B
$595 Million 0.19% of portfolio
904
Q2 2025 Reduced 4.14%
$0
$594 Million 0.19% of portfolio
13,818
Q2 2025 Reduced 3.57%
$93.6B
$594 Million 0.19% of portfolio
1,364
Q2 2025 Reduced 3.6%
$0
$587 Million 0.19% of portfolio
4,185
Q2 2025 Added 0.55%
$351B
$574 Million 0.19% of portfolio
2,891
Q2 2025 Added 12.58%
$0
$545 Million 0.18% of portfolio
5,315
Q2 2025 Reduced 7.57%
$0
$558 Million 0.18% of portfolio
3,531
Q2 2025 Added 1.96%
$0
$550 Million 0.18% of portfolio
8,636
Q2 2025 Reduced 2.1%
$0
$516 Million 0.17% of portfolio
10,990
Q2 2025 Added 10.18%
$0
$522 Million 0.17% of portfolio
3,849
Q2 2025 New
$551B
$522 Million 0.17% of portfolio
1,550
Q2 2025 Reduced 3.06%
$0
$526 Million 0.17% of portfolio
11,420
Q2 2025 Added 14.04%
Jpmorgan Active Bond ETF
-
$526 Million 0.17% of portfolio
-
Q2 2025 Added 10.64%
$684B
$521 Million 0.17% of portfolio
2,054
Q2 2025 Added 10.61%
$0
$488 Million 0.16% of portfolio
11,358
Q2 2025 Reduced 0.55%
$133B
$492 Million 0.16% of portfolio
526
Q2 2025 Added 0.57%
$178B
$506 Million 0.16% of portfolio
3,389
Q2 2025 Reduced 3.12%
-
$456 Million 0.15% of portfolio
-
Q1 2025 Added 9.63%
$0
$465 Million 0.15% of portfolio
5,633
Q2 2025 Added 0.59%
$0
$465 Million 0.15% of portfolio
24,243
Q2 2025 Reduced 1.09%
$94.5B
$478 Million 0.15% of portfolio
926
Q2 2025 Added 0.98%

Summary

  • Portfolio
  • No. of Stocks 2,274
  • Current Value $309 Billion
  • Prior Value $220 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2,134 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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