TWIN PEAKS WEALTH ADVISORS, LLC - Portfolio Stock Holdings
TWIN PEAKS WEALTH ADVISORS, LLC disclosed 237 stock positions in a recent SEC 13F filing. $441,100,473 of stock holdings were filed, with the largest holdings including IVV, AAPL, and NVDA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $584,788,678 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
237Est. Stock Holding Value:
$441,100,473Top Stock Holdings By Sector
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Portfolio Stock Holdings - TWIN PEAKS WEALTH ADVISORS, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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