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Latest Twin Peaks Wealth Advisors, LLC Stock Portfolio

$397Million– No. of Holdings #2364

Twin Peaks Wealth Advisors, LLC Performance:
2026 Q1: -4.59%YTD: -4.59%2025: 12.55%
Performance for 2026 Q1 is -4.59%, and YTD is -4.59%, and 2025 is 12.55%.

About Twin Peaks Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, TWIN PEAKS WEALTH ADVISORS, LLC reported an equity portfolio of $397.1 Millions as of 31 Mar, 2026.

The top stock holdings of TWIN PEAKS WEALTH ADVISORS, LLC are AAPL, IJR, IJR. The fund has invested 4.8% of it's portfolio in APPLE INC COM and 3.9% of portfolio in ISHARES CORE S&P 500 ETF.

The fund managers got completely rid off ROUNDHILL BALL METAVERSE ETF (META), ARK NEXT GENERATION INTERNET ETF (ARKF) and ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOA) stocks. They significantly reduced their stock positions in JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF (BBAX), ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF (AAXJ) and ISHARES S&P 100 ETF (IJR). TWIN PEAKS WEALTH ADVISORS, LLC opened new stock positions in ISHARES MSCI EAFE GROWTH ETF (AAXJ), ISHARES DEFENSE INDUSTRIALS ACTIVE ETF (BECO) and FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF (LEGR). The fund showed a lot of confidence in some stocks as they added substantially to PALO ALTO NETWORKS INC COM (PANW), JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (BBAX) and FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF (ECLN).
Twin Peaks Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 08 May, 2026

Twin Peaks Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that TWIN PEAKS WEALTH ADVISORS, LLC made a return of -4.59% in the last quarter. In trailing 12 months, it's portfolio return was 14.89%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares msci eafe growth etf4,948,000
ishares defense industrials active etf3,565,180
ishares large cap core active etf3,387,940
first trust smid cap rising dividend achievers etf1,407,080
direxion daily financial bull 3x etf536,924
ishares core s&p total u.s. stock market etf304,015
ishares international country rotation active etf276,323
first trust nasdaq clean edge smart grid infrastructure index275,552
New stocks bought by Twin Peaks Wealth Advisors, LLC

Additions

Ticker% Inc.
palo alto networks inc com202
jpmorgan international research enhanced equity etf163
first trust intermediate duration investment grade corporate etf139
ishares u.s. treasury bond etf124
vanguard ftse emerging markets etf115
vanguard ftse developed markets etf109
first trust limited duration investment grade corporate etf106
schwab us aggregate bond etf67.59
Additions to existing portfolio by Twin Peaks Wealth Advisors, LLC

Reductions

Ticker% Reduced
ishares u.s. aerospace & defense etf-94.08
ishares s&p 100 etf-92.28
twilio inc cl a-68.78
moodys corp com-56.85
avantis emerging markets equity etf-56.74
ishares gold trust-52.04
alibaba group hldg ltd sponsored ads-39.8
adobe inc com-30.95
Twin Peaks Wealth Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Twin Peaks Wealth Advisors, LLC

Sector Distribution

TWIN PEAKS WEALTH ADVISORS, LLC has about 70.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Financial Services
  • Utilities
  • Industrials
Sector%
Others70.7
Technology12.7
Communication Services4.7
Consumer Cyclical3.3
Healthcare1.8
Financial Services1.8
Utilities1.4
Industrials1.3

Market Cap. Distribution

TWIN PEAKS WEALTH ADVISORS, LLC has about 26.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED70.7
MEGA-CAP20.3
LARGE-CAP6.5
MID-CAP2.3

Stocks belong to which Index?

About 27.6% of the stocks held by TWIN PEAKS WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others72.4
S&P 50025.4
RUSSELL 20002.2
Top 5 Winners (%)%
NFLX
netflix inc. com
17.2 %
CVX
chevron corporation com
12.4 %
MRVL
marvell technology inc com
11.6 %
XOM
exxon mobil corp com
11.5 %
ge vernova inc com
8.3 %
Top 5 Winners ($)$
NFLX
netflix inc. com
0.1 M
XOM
exxon mobil corp com
0.1 M
CVX
chevron corporation com
0.0 M
MRVL
marvell technology inc com
0.0 M
T
at&t inc com
0.0 M
Top 5 Losers (%)%
MDB
mongodb inc cl a
-31.5 %
HOOD
robinhood mkts inc com cl a
-19.4 %
DASH
doordash inc cl a
-19.0 %
BABA
alibaba group hldg ltd sponsored ads
-18.4 %
IBM
international business machs com
-18.0 %
Top 5 Losers ($)$
META
meta platforms inc cl a
-1.6 M
AAPL
apple inc com
-1.5 M
IJR
ishares core s&p 500 etf
-0.9 M
NVDA
nvidia corporation com
-0.9 M
IJR
ishares s&p 500 growth etf
-0.8 M

Twin Peaks Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Twin Peaks Wealth Advisors, LLC

TWIN PEAKS WEALTH ADVISORS, LLC has 2364 stocks in it's portfolio. About 29% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. NFLX was the most profitable stock for TWIN PEAKS WEALTH ADVISORS, LLC last quarter.

Last Reported on: 08 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions