TWIN PEAKS WEALTH ADVISORS, LLC: 13F holdings
CIK 20062182026Q2
| Positions | 226 |
|---|
| Reported value | $441.2m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 226 (-2,143 vs prior quarter) |
|---|
| Reported value | $441.2m (+11.2%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES CORE S&P 500 ETF | 45,752 | $34.3m | 7.8% |
| AAPL APPLE INC COM | 68,986 | $20.0m | 4.5% |
| NVDA NVIDIA CORPORATION COM | 71,707 | $14.3m | 3.3% |
| IUSB ISHARES CORE TOTAL USD BOND MARKET ETF | 310,337 | $14.3m | 3.2% |
| IWF ISHARES S&P 500 GROWTH ETF | 99,338 | $13.7m | 3.1% |
| DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 194,621 | $13.2m | 3.0% |
| IVE ISHARES S&P 500 VALUE ETF | 49,433 | $11.2m | 2.5% |
| IEMG ISHARES CORE MSCI EMERGING MARKETS ETF | 123,319 | $10.2m | 2.3% |
| BUFR FT VEST LADDERED BUFFER ETF | 265,773 | $9.7m | 2.2% |
| META META PLATFORMS INC CL A | 16,626 | $9.4m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2006218")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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