TWIN PEAKS WEALTH ADVISORS, LLC

CIK: 0002006218Latest portfolio: $343.2M · Q4 2025

Holdings

184

Total Value

$343.2M

New Positions

184

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC COM
70,177$19.3M5.61%NEW
2
IVEISHARES S&P 500 VALUE ETF
53,743$11.9M3.47%NEW
3
DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
185,633$11.5M3.35%NEW
4
IVVISHARES CORE S&P 500 ETF
15,824$11.0M3.21%NEW
5
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
140,637$10.4M3.04%NEW
6
METAMETA PLATFORMS INC CL A
15,302$10.4M3.02%NEW
7
IVWISHARES S&P 500 GROWTH ETF
77,369$9.5M2.76%NEW
8
BUFRFT VEST LADDERED BUFFER ETF
253,138$8.8M2.56%NEW
9
NVDANVIDIA CORPORATION COM
45,138$8.6M2.50%NEW
10
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
176,757$8.2M2.40%NEW
11
FIXDFIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
181,160$8.0M2.34%NEW
12
EFVISHARES MSCI EAFE VALUE ETF
101,982$8.0M2.34%NEW
13
OEFISHARES S&P 100 ETF
22,528$7.7M2.25%NEW
14
FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF
126,484$7.6M2.21%NEW
15
AMZNAMAZON COM INC COM
34,589$7.2M2.10%NEW
16
MSFTMICROSOFT CORP COM
14,720$6.1M1.77%NEW
17
UCONFIRST TRUST SMITH UNCONSTRAINED BOND ETF
240,729$6.1M1.77%NEW
18
FPXFIRST TRUST US EQUITY OPPORTUNITIES ETF
34,807$5.8M1.68%NEW
19
SPYSTATE STREET SPDR S&P 500 ETF
8,205$5.7M1.66%NEW
20
GOOGALPHABET INC CAP STK CL C
16,086$5.2M1.52%NEW
21
XFEBFIRST TRUST PREFERRED SECURITIES & INCOME ETF
276,703$5.1M1.48%NEW
22
QUALISHARES MSCI USA QUALITY FACTOR ETF
24,217$4.9M1.44%NEW
23
NDQINVESCO QQQ TRUST SERIES I
7,991$4.9M1.43%NEW
24
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF
69,939$4.8M1.39%NEW
25
VOOVANGUARD S&P 500 ETF
7,297$4.7M1.36%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.9271857860881888e+84T)
Unknown0.0% ($5.071490829362201e+37T)
Communication Services0.0% ($1036252183724506496.0T)
Healthcare0.0% ($1255884666609425.0T)
Consumer Cyclical0.0% ($72193308.4T)
Consumer Defensive0.0% ($801.6T)
Industrials0.0% ($348.3B)
Energy0.0% ($493.2M)
Real Estate0.0% ($388.2M)
Utilities0.0% ($213K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 10, 2026$343.2M184
Q3 2025Oct 30, 2025$292.8B0
Q2 2025Aug 13, 2025$308.8B0
Q1 2025Apr 16, 2025$219.5B140
Q4 2024Feb 4, 2025$236.8B140

Fund Information

CIK0002006218
Most Recent FilingFeb 10, 2026
Number of Filings5

TWIN PEAKS WEALTH ADVISORS, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $343.2M across 184 holdings. The largest position is APPLE INC COM (AAPL), representing 5.6% of the portfolio. Compared to the previous quarter, the fund opened 184 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.