§ 13F · FUND PROFILE
TWIN PEAKS WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $308.8T (13F)Positions · 2273Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 70K | $19.3T | 5.6% | +6% |
| 2 | IVE | ISHARES S&P 500 VALUE ETF | 54K | $11.9T | 3.5% | +68% |
| 3 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 186K | $11.5T | 3.4% | +20% |
| 4 | IVV | ISHARES CORE S&P 500 ETF | 16K | $11.0T | 3.2% | +19% |
| 5 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 141K | $10.4T | 3.0% | +49% |
| 6 | META | META PLATFORMS INC CL A | 15K | $10.4T | 3.0% | −7% |
| 7 | IVW | ISHARES S&P 500 GROWTH ETF | 77K | $9.5T | 2.8% | +20% |
| 8 | BUFR | FT VEST LADDERED BUFFER ETF | 253K | $8.8T | 2.6% | −2% |
| 9 | NVDA | NVIDIA CORPORATION COM | 45K | $8.6T | 2.5% | +8% |
| 10 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 177K | $8.2T | 2.4% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TWIN SIGNAL
AC read
TWIN PEAKS WEALTH ADVISORS, LLC is a Other fund managing $308767.1 trillion in assets. The fund runs a massive portfolio of 2,273 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed