StockDriftsStockDriftsTop 50 Twin Peaks Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 7.76% | 45.8K | $34.3M | +90.98%(+21.80K) | $625.26(+24.98%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 4.52% | 69.0K | $20.0M | -7.50%(-5.59K) | $198.17(+54.04%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 3.25% | 71.7K | $14.3M | +9.45%(+6.19K) | $107.05(+110.47%) | 2026-06-30 | |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 3.24% | 310.3K | $14.3M | +51.71%(+105.77K) | $45.82(-0.51%) | 2026-06-30 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 3.09% | 99.3K | $13.7M | +9.06%(+8.26K) | $99.47(+43.30%) | 2026-06-30 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 3% | 194.6K | $13.2M | +11.63%(+20.27K) | $51.50(+36.59%) | 2026-06-30 | |
| IVE | ISHARES S&P 500 VALUE ETF | 2.54% | 49.4K | $11.2M | -10.30%(-5.68K) | $197.77(+20.35%) | 2026-06-30 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 2.31% | 123.3K | $10.2M | -16.17%(-23.79K) | $58.36(+39.30%) | 2026-06-30 | |
| BUFR | FT VEST LADDERED BUFFER ETF | 2.2% | 265.8K | $9.7M | +0.66%(+1.74K) | $27.72(+35.05%) | 2026-06-30 | |
| META | META PLATFORMS INC CL A | 2.12% | 16.6K | $9.4M | +12.76%(+1.88K) | $401.86(+48.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.86% |
| Top 20 Holdings Unweighted | — | — | — | — | +42.37% |
Twin Peaks Wealth Advisors LLC reports $441.52M in US-listed equity holdings across 226 positions in its most recent 13F filing. Its largest disclosed positions are IVV (7.8%), AAPL (4.5%) and NVDA (3.3%). The top 20 holdings account for 50.77% of reported assets. Its disclosed equity book has returned +39.86% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Twin Peaks Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2006218). View Twin Peaks Wealth Advisors LLC’s 13F filings on SEC