TWIN PEAKS WEALTH ADVISORS, LLC

CIK

2006218

Location

BURLINGAME, CA

Portfolio Value

Small $128,128,328

Diversification

Diversified

Filing Date

Global Rank

#4,821 / 8,232 ▲ 744

Top Industry

Consumer Electronics 16.3%

3Y Alpha vs SPY

-1.1%

Period ended 2 months ago

Filed May 8, 2026 · 37d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+49.7%

SPY

+52.9%

Annualised alpha

-1.1%

Max drawdown

−24.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,953 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.8%

−3.6 pts

Top 5

39.9%

−11.0 pts

Top 10

53.8%

−16.5 pts

HHI

443

Diversified−265

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.5%	$51,927,343	286
Communication Services	11.0%	$14,102,636	70
Consumer Cyclical	10.7%	$13,719,825	218
Unclassified	9.1%	$11,637,415	18
Financial Services	8.7%	$11,179,488	321
Healthcare	6.4%	$8,141,017	278
Industrials	4.3%	$5,510,047	276
Consumer Defensive	2.8%	$3,574,099	91
Energy	2.5%	$3,210,198	105
Real Estate	1.5%	$1,956,655	131
Basic Materials	1.3%	$1,671,104	89
Utilities	1.2%	$1,498,501	70

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+20,380	65,518	$11,426,339
AAPL	Apple Inc.	+4,404	74,581	$18,927,911
PANW	Palo Alto Networks Inc	+2,537	3,791	$607,773
T	At&T Inc.	+1,411	13,670	$396,293
INTC	Intel Corp	+584	4,645	$204,983
NFLX	Netflix Inc	+552	6,769	$650,839
CSCO	Cisco Systems, Inc.	+461	4,412	$342,327
XOM	Exxon Mobil Corp	+362	3,626	$615,187
HOOD	Robinhood Markets, Inc.	+305	4,776	$330,976
BAC	Bank Of America Corp /De/	+272	6,036	$294,255
AVGO	Broadcom Inc.	+245	5,730	$1,773,492
MRK	Merck & Co., Inc.	+237	2,220	$267,043
JNJ	Johnson & Johnson	+214	2,767	$676,365
LRCX	Lam Research Corp	+208	1,262	$269,638
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+193	1,750	$591,412
CVX	Chevron Corp	+183	1,512	$312,832
WMT	Walmart Inc.	+179	5,067	$629,726
PLTR	Palantir Technologies Inc.	+144	2,185	$319,621
MU	Micron Technology Inc	+141	1,131	$382,097
KO	Coca Cola Co	+127	3,916	$297,811
RTX	RTX Corp	+98	1,337	$257,907
ABBV	AbbVie Inc.	+94	3,078	$669,434
UNH	Unitedhealth Group Inc	+78	1,621	$438,626
GOOGL	Alphabet Inc.	+71	11,555	$3,322,755
CRWD	CrowdStrike Holdings, Inc.	+66	1,364	$532,519
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−15,980	14,729	$1,298,508
TWLO	Twilio Inc	−2,749	1,248	$157,023
MRVL	Marvell Technology, Inc.	−2,244	375	$37,143
AMZN	Amazon Com Inc	−1,399	33,190	$6,912,481
TXN	Texas Instruments Inc	−1,164	3,950	$766,853
META	Meta Platforms, Inc.	−557	14,745	$8,436,056
MCO	Moodys Corp /De/	−535	406	$177,117
BABA	Alibaba Group Holding Ltd	−511	773	$96,980
ORCL	Oracle Corp	−305	2,335	$343,501
ADBE	Adobe Inc.	−299	667	$162,134
SHOP	Shopify Inc.	−285	2,611	$309,716
TSLA	Tesla, Inc.	−269	7,660	$2,847,605
AZN	Astrazeneca PLC	−212	896	$176,709
MSFT	Microsoft Corp	−204	14,516	$5,373,387
AMD	Advanced Micro Devices Inc	−202	4,598	$935,371
CRM	Salesforce, Inc.	−189	3,259	$608,357
WFC	Wells Fargo & Company/Mn	−169	3,248	$258,573
DIS	Walt Disney Co	−168	1,994	$192,181
HD	Home Depot, Inc.	−136	724	$238,116
INTU	Intuit Inc.	−98	1,100	$475,618
DASH	DoorDash, Inc.	−77	1,753	$263,212
V	Visa Inc.	−75	1,771	$535,267
AMAT	Applied Materials Inc /De	−52	1,508	$515,419
COST	Costco Wholesale Corp /New	−37	766	$763,265
QQQ	Invesco Qqq Trust, Series 1	−26	7,965	$4,597,238
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VZ	Verizon Communications Inc	4,457	$223,741
TJX	Tjx Companies Inc /De/	1,370	$218,789
WM	Waste Management Inc	946	$217,381
WDAY	Workday, Inc.	1,556	$202,155
LIN	Linde PLC	400	$198,304
COIN	Coinbase Global, Inc.	1,132	$197,658
ADI	Analog Devices Inc	617	$196,292
NVS	Novartis AG	1,243	$189,868
NEE	Nextera Energy Inc	1,991	$184,924
IBIT	iShares Bitcoin Trust ETF	4,688	$180,112
COP	Conocophillips	1,358	$179,256
AMGN	Amgen Inc	509	$179,091
LITE	Lumentum Holdings Inc.	250	$175,690
SHEL	Shell plc	1,882	$175,026
BX	Blackstone Inc.	1,510	$173,634
TMO	Thermo Fisher Scientific Inc.	352	$173,018
PEP	Pepsico Inc	1,110	$172,371
ABNB	Airbnb, Inc.	1,344	$169,720
ISRG	Intuitive Surgical Inc	361	$166,417
HSBC	Hsbc Holdings PLC	1,996	$164,650
ANET	Arista Networks, Inc.	1,314	$161,332
ETN	Eaton Corp plc	451	$161,309
PFE	Pfizer Inc	5,363	$150,593
SBUX	Starbucks Corp	1,562	$139,939
DOCS	Doximity, Inc.	5,936	$138,308
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

1,953 positions · $128,128,328 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,953 positions by value · page 1 of 40

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	74,581	+4,404	$18,927,911	−0.8%	14.77%
NVDA	Nvidia Corp Technology	Added	65,518	+20,380	$11,426,339	+35.7%	8.92%
META	Meta Platforms, Inc. Communication Services	Reduced	14,745	-557	$8,436,056	−16.5%	6.58%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	33,190	-1,399	$6,912,481	−13.4%	5.39%
MSFT	Microsoft Corp Technology	Reduced	14,516	-204	$5,373,387	−24.5%	4.19%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,187	-18	$5,324,333	−4.8%	4.16%
QQQ	Invesco Qqq Trust, Series 1	Reduced	7,965	-26	$4,597,238	−6.3%	3.59%
GOOGL	Alphabet Inc. Communication Services	Added	11,555	+71	$3,322,755	−7.6%	2.59%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	7,660	-269	$2,847,605	−20.1%	2.22%
AVGO	Broadcom Inc. Technology	Added	5,730	+245	$1,773,492	−6.6%	1.38%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,434	+48	$1,645,572	−3.3%	1.28%
IAU	Ishares Gold Trust	Reduced	14,729	-15,980	$1,298,508	−47.9%	1.01%
LLY	ELI LILLY & Co Healthcare	Added	1,236	+34	$1,136,835	−12.0%	0.89%
AMD	Advanced Micro Devices Inc Technology	Reduced	4,598	-202	$935,371	−9.0%	0.73%
MCK	Mckesson Corp Healthcare	Added	929	+9	$803,919	+6.5%	0.63%
TXN	Texas Instruments Inc Technology	Reduced	3,950	-1,164	$766,853	−13.6%	0.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	766	-37	$763,265	+10.2%	0.60%
KLAC	Kla Corp Technology	Reduced	501	-6	$737,677	+19.7%	0.58%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,460	+10	$723,633	−8.3%	0.56%
JNJ	Johnson & Johnson Healthcare	Added	2,767	+214	$676,365	+28.0%	0.53%
ABBV	AbbVie Inc. Healthcare	Added	3,078	+94	$669,434	−1.8%	0.52%
NFLX	Netflix Inc Communication Services	Added	6,769	+552	$650,839	+11.7%	0.51%
WMT	Walmart Inc. Consumer Defensive	Added	5,067	+179	$629,726	+15.6%	0.49%
XOM	Exxon Mobil Corp Energy	Added	3,626	+362	$615,187	+56.6%	0.48%
CRM	Salesforce, Inc. Technology	Reduced	3,259	-189	$608,357	−33.4%	0.47%
PANW	Palo Alto Networks Inc Technology	Added	3,791	+2,537	$607,773	+163.1%	0.47%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,750	+193	$591,412	+25.0%	0.46%
V	Visa Inc. Financial Services	Reduced	1,771	-75	$535,267	−17.3%	0.42%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,364	+66	$532,519	−12.5%	0.42%
AMAT	Applied Materials Inc /De Technology	Reduced	1,508	-52	$515,419	+28.6%	0.40%
INTU	Intuit Inc. Technology	Reduced	1,100	-98	$475,618	−40.1%	0.37%
UNH	Unitedhealth Group Inc Healthcare	Added	1,621	+78	$438,626	−13.9%	0.34%
GS	Goldman Sachs Group Inc Financial Services	Held	515	0	$435,684	−3.8%	0.34%
T	At&T Inc. Communication Services	Added	13,670	+1,411	$396,293	+30.1%	0.31%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,240	+23	$385,379	+3.6%	0.30%
MU	Micron Technology Inc Technology	Added	1,131	+141	$382,097	+35.2%	0.30%
MA	Mastercard Inc Financial Services	Added	738	+23	$368,749	−9.7%	0.29%
OPEN	Opendoor Technologies Inc. Real Estate	Held	78,691	0	$368,273	−19.7%	0.29%
CAT	Caterpillar Inc Industrials	Added	518	+48	$366,982	+36.3%	0.29%
ORCL	Oracle Corp Technology	Reduced	2,335	-305	$343,501	−33.2%	0.27%
CSCO	Cisco Systems, Inc. Technology	Added	4,412	+461	$342,327	+12.5%	0.27%
ASML	Asml Holding NV Technology	Added	255	+50	$336,811	+53.6%	0.26%
HOOD	Robinhood Markets, Inc. Financial Services	Added	4,776	+305	$330,976	−34.5%	0.26%
PLTR	Palantir Technologies Inc. Technology	Added	2,185	+144	$319,621	−11.9%	0.25%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,177	+51	$314,445	+3.2%	0.25%
CVX	Chevron Corp Energy	Added	1,512	+183	$312,832	+54.4%	0.24%
SHOP	Shopify Inc. Technology	Reduced	2,611	-285	$309,716	−33.6%	0.24%
GE	General Electric Co Industrials	Added	1,074	+44	$304,768	−3.9%	0.24%
KO	Coca Cola Co Consumer Defensive	Added	3,916	+127	$297,811	+12.4%	0.23%
BAC	Bank Of America Corp /De/ Financial Services	Added	6,036	+272	$294,255	−7.2%	0.23%