TWIN PEAKS WEALTH ADVISORS, LLC

CIK

2006218

Location

BURLINGAME, CA

Portfolio Value

Small $128,184,635

Diversification

Diversified

Filing Date

Global Rank

#5,178 / 8,623 ▲ 623 · as of Mar 2026

Top Industry

Consumer Electronics 16.3%

3Y Alpha vs SPY

+0.1%

Period ended 4 months ago

Filed May 8, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+55.0%

SPY

+50.3%

Annualised alpha

+1.5%

Max drawdown

−24.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

1,957 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.8%

−3.7 pts

Top 5

39.8%

−11.1 pts

Top 10

53.8%

−16.6 pts

HHI

443

Diversified−267

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	8.8%	$11,228,151	323
Healthcare	6.4%	$8,141,017	278
Industrials	4.3%	$5,525,853	278
Consumer Defensive	2.8%	$3,565,937	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	ExxonMobil Holdings 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

1,957 tracked positions · $128,184,635 total · filing declares 2,369 positions · $397,076,957 · 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 1,957 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%	8.91%
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%	4.15%
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	ExxonMobil Holdings 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%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.