§ 13F · FUND PROFILE
TWIN PEAKS WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $293M (13F)Positions · 164Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$57M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 75K | $19M | 4.8% | +6% |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 24K | $16M | 3.9% | +51% |
| 3 | IVE | ISHARES S&P 500 VALUE ETF | 55K | $12M | 2.9% | +3% |
| 4 | NVDA | NVIDIA CORPORATION COM | 66K | $11M | 2.9% | +45% |
| 5 | IVW | ISHARES S&P 500 GROWTH ETF | 91K | $10M | 2.6% | +18% |
| 6 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 147K | $10M | 2.6% | +5% |
| 7 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 174K | $10M | 2.6% | −6% |
| 8 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 205K | $9M | 2.4% | +16% |
| 9 | BUFR | FT VEST LADDERED BUFFER ETF | 264K | $9M | 2.2% | +4% |
| 10 | META | META PLATFORMS INC CL A | 15K | $8M | 2.1% | −4% |
§ 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 $293 million in assets. The fund runs a portfolio of 164 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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