§ 13F · FUND PROFILE
TWIN PEAKS WEALTH ADVISORS, LLC.
AUM · $442M (13F)Positions · 226Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 46K | $34M | 7.8% | +91% |
| 2 | AAPL | APPLE INC COM | 69K | $20M | 4.5% | −7% |
| 3 | NVDA | NVIDIA CORPORATION COM | 72K | $14M | 3.2% | +9% |
| 4 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 310K | $14M | 3.2% | +52% |
| 5 | IVW | ISHARES S&P 500 GROWTH ETF | 99K | $14M | 3.1% | +9% |
| 6 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 195K | $13M | 3.0% | +12% |
| 7 | IVE | ISHARES S&P 500 VALUE ETF | 49K | $11M | 2.5% | −10% |
| 8 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 123K | $10M | 2.3% | −16% |
| 9 | BUFR | FT VEST LADDERED BUFFER ETF | 266K | $10M | 2.2% | +1% |
| 10 | META | META PLATFORMS INC CL A | 17K | $9M | 2.1% | +13% |
§ 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 $442 million in assets. The fund runs a broad portfolio of 226 positions.
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