StockDriftsStockDriftsTop 50 Twin Peaks Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 4.77% | 74.6K | $18.9M | +6.28%(+4.40K) | $198.17(+55.74%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 3.94% | 24.0K | $15.6M | +51.39%(+8.13K) | $564.62(+32.56%) | 2026-03-31 | |
| IVE | ISHARES S&P 500 VALUE ETF | 2.93% | 55.1K | $11.6M | +2.54%(+1.37K) | $197.77(+16.40%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 2.88% | 65.5K | $11.4M | +45.15%(+20.38K) | $99.91(+95.01%) | 2026-03-31 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 2.59% | 91.1K | $10.3M | +17.73%(+13.71K) | $97.33(+39.13%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 2.58% | 147.1K | $10.3M | +4.60%(+6.47K) | $58.36(+36.81%) | 2026-03-31 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 2.55% | 174.4K | $10.1M | -6.08%(-11.28K) | $50.26(+33.57%) | 2026-03-31 | |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 2.38% | 204.6K | $9.4M | +15.73%(+27.81K) | $45.67(+0.64%) | 2026-03-31 | |
| BUFR | FT VEST LADDERED BUFFER ETF | 2.25% | 264.0K | $8.9M | +4.30%(+10.89K) | $27.67(+32.10%) | 2026-03-31 | |
| META | META PLATFORMS INC CL A | 2.12% | 14.7K | $8.4M | -3.64%(-557) | $382.98(+52.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.95% | +36.58% |
| Top 20 Holdings Unweighted | +11.98% | +40.43% |
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