TWIN PEAKS WEALTH ADVISORS, LLC
CIK 2006218
13F filing for Q2 2026・No. 4,235
- Holdings
- US$441.52M
- Quarter change
- +US$44.45M
- Entries
- 226
- Net bought (estimate)
- −US$5.7M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 2,143
- Cut 70
- Added 143
- Corporate actions 0
- Unchanged 8
Largest holdings
226 stocks worth US$441.52M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES CORE S&P 500 ETFETF | Added | 45,752 | US$34.26M | 7.76% |
| AAPLAppleStock | Cut | 68,986 | US$19.96M | 4.52% |
| NVDANvidiaStock | Added | 71,707 | US$14.35M | 3.25% |
| ISHARES CORE TOTAL USD BOND MARKET ETFETF | Added | 310,337 | US$14.32M | 3.24% |
| ISHARES S&P 500 GROWTH ETFETF | Added | 99,338 | US$13.66M | 3.09% |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFETF | Added | 194,621 | US$13.24M | 3.00% |
| ISHARES S&P 500 VALUE ETFETF | Cut | 49,433 | US$11.22M | 2.54% |
| IEMGISHARES CORE MSCI EMERGING MARKETS ETFETF | Cut | 123,319 | US$10.22M | 2.31% |
| FT VEST LADDERED BUFFER ETFETF | Added | 265,773 | US$9.71M | 2.20% |
| METAMetaStock | Added | 16,626 | US$9.37M | 2.12% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.