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
$0
$1.43 Billion 0.49% of portfolio
5,789
Q3 2025 Added 0.75%
$0
$1.33 Billion 0.46% of portfolio
14,241
Q3 2025 Reduced 2.26%
Ishares Flexible Income Active ETF
-
$1.3 Billion 0.44% of portfolio
-
Q3 2025 Added 18.54%
$0
$1.25 Billion 0.43% of portfolio
3,819
Q3 2025 Added 12.03%
$0
$1.26 Billion 0.43% of portfolio
27,233
Q3 2025 Added 0.31%
First Trust Intermediate Duration Investment Grade Corporate ETF
-
$1.15 Billion 0.39% of portfolio
-
Q3 2025 Added 7.8%
$0
$1.1 Billion 0.38% of portfolio
4,343
Q3 2025 Reduced 14.05%
$0
$1.12 Billion 0.38% of portfolio
15,918
Q3 2025 Reduced 1.29%
$0
$1.08 Billion 0.37% of portfolio
25,583
Q3 2025 Added 3.32%
$0
$1.09 Billion 0.37% of portfolio
47,138
Q3 2025 Added 6.36%
$260B
$987 Million 0.34% of portfolio
4,164
Q3 2025 Reduced 2.05%
$0
$943 Million 0.32% of portfolio
48,768
Q3 2025 Reduced 3.64%
$0
$930 Million 0.32% of portfolio
1,246
Q3 2025 Added 22.64%
$0
$905 Million 0.31% of portfolio
20,665
Q3 2025 Reduced 1.52%
$191B
$907 Million 0.31% of portfolio
9,253
Q3 2025 Reduced 0.41%
$188B
$857 Million 0.29% of portfolio
1,254
Q3 2025 Reduced 3.32%
$0
$819 Million 0.28% of portfolio
2,708
Q2 2025 Reduced 1.81%
$820B
$803 Million 0.27% of portfolio
1,052
Q3 2025 Reduced 2.41%
$91.1B
$761 Million 0.26% of portfolio
2,797
Q3 2025 Added 221.86%
-
$772 Million 0.26% of portfolio
-
Q3 2025 Reduced 7.91%
$0
$737 Million 0.25% of portfolio
10,682
Q3 2025 Added 1.63%
$413B
$721 Million 0.25% of portfolio
4,458
Q3 2025 Reduced 2.47%
$913B
$695 Million 0.24% of portfolio
2,204
Q3 2025 Added 2.99%
$0
$710 Million 0.24% of portfolio
15,359
Q3 2025 Reduced 2.57%
$498B
$696 Million 0.24% of portfolio
580
Q3 2025 Reduced 2.52%
$117B
$694 Million 0.24% of portfolio
899
Q3 2025 Reduced 0.55%
-
$685 Million 0.23% of portfolio
-
Q3 2025 Added 0.34%
$386B
$662 Million 0.23% of portfolio
2,858
Q3 2025 Reduced 1.14%
$117B
$676 Million 0.23% of portfolio
1,378
Q3 2025 Added 1.03%
$0
$635 Million 0.22% of portfolio
5,572
Q3 2025 Reduced 79.1%
$319B
$650 Million 0.22% of portfolio
1,884
Q3 2025 Added 28.43%
Federated Hermes Total Return Bond ETF
-
$608 Million 0.21% of portfolio
-
Q2 2025 Reduced 6.4%
$0
$602 Million 0.21% of portfolio
4,227
Q3 2025 Added 1.0%
$4.89B
$627 Million 0.21% of portfolio
78,691
Q3 2025 Reduced 1.28%
$708B
$617 Million 0.21% of portfolio
2,193
Q3 2025 Added 6.77%
$0
$586 Million 0.2% of portfolio
12,329
Q3 2025 Added 12.18%
$0
$581 Million 0.2% of portfolio
3,531
Q2 2025 Added 1.96%
$0
$597 Million 0.2% of portfolio
12,799
Q3 2025 Added 12.08%
Jpmorgan Active Bond ETF
-
$596 Million 0.2% of portfolio
-
Q3 2025 Added 11.93%
$557B
$555 Million 0.19% of portfolio
1,626
Q3 2025 Added 4.9%
$0
$562 Million 0.19% of portfolio
8,605
Q3 2025 Reduced 0.36%
$7.29B
$564 Million 0.19% of portfolio
7,709
Q3 2025 Reduced 24.28%
$0
$558 Million 0.19% of portfolio
12,956
Q3 2025 Reduced 6.24%
$0
$542 Million 0.19% of portfolio
3,882
Q3 2025 Added 0.86%
$0
$538 Million 0.18% of portfolio
5,130
Q3 2025 Reduced 3.48%
$171B
$541 Million 0.18% of portfolio
501
Q3 2025 Reduced 4.75%
$207B
$512 Million 0.18% of portfolio
3,448
Q3 2025 Added 1.74%
$269B
$515 Million 0.18% of portfolio
647
Q3 2025 Added 33.95%
$0
$500 Million 0.17% of portfolio
26,029
Q3 2025 Added 7.37%

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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