Institutional Fund
Twin Peaks Wealth Advisors, LLC
Burlingame, CACIK 20062185 filings on record
Portfolio Value
$397.08M
Q1 2026
Holdings
2,364
Reported positions
New Buys
2180
Opened this quarter
QoQ Change
+15.7%
from $343.21M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.8%
- Ishares Tr3.9%
- Ishares Tr2.9%
- Nvidia Corporation2.9%
- Ishares Tr2.6%
- Ishares Inc2.6%
- Other80.3%
Portfolio Holdings
2,364 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 74.6K | $18.93M | 4.8% | +4.4K | Added |
| 2 | Ishares Tr | 24.0K | $15.65M | 3.9% | +8.1K | Added |
| 3 | Ishares Tr | 55.1K | $11.64M | 2.9% | +1.4K | Added |
| 4 | Nvidia Corporation | 65.5K | $11.43M | 2.9% | +20.4K | Added |
| 5 | Ishares Tr | 91.1K | $10.30M | 2.6% | +13.7K | Added |
| 6 | Ishares Inc | 147.1K | $10.26M | 2.6% | +6.5K | Added |
| 7 | Blackrock ETF Trust | 174.4K | $10.14M | 2.6% | −11.3K | Reduced |
| 8 | Ishares Tr | 204.6K | $9.45M | 2.4% | +27.8K | Added |
| 9 | First Tr Exchng Traded Fd Vi | 264.0K | $8.92M | 2.2% | +10.9K | Added |
| 10 | Meta Platforms Inc | 14.7K | $8.44M | 2.1% | −557 | Reduced |
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