TWIN PEAKS WEALTH ADVISORS, LLC

CIK

2006218

Location

BURLINGAME, CA

Portfolio Value

Small $441,198,661

Diversification

Diversified

Filing Date

Global Rank

#4,157 / 8,794 ▲ 425 · as of Jun 2026

Top Industry

Semiconductors 20.6%

Period ended 3 months ago

Filed Aug 13, 2026 · 51d

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

134 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

29.1%

+19.0 pts

Top 5

53.2%

+18.0 pts

Top 10

66.8%

+15.0 pts

HHI

1,083

Diversified+708

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	73.1%	$322,349,681	44
Technology	14.1%	$62,145,560	36
Communication Services	4.6%	$20,147,409	5
Consumer Cyclical	3.0%	$13,379,625	6
Financial Services	2.5%	$10,815,762	17
Healthcare	1.2%	$5,341,284	8
Consumer Defensive	0.6%	$2,605,217	5
Industrials	0.6%	$2,585,600	7
Energy	0.2%	$1,001,080	3
Real Estate	0.1%	$595,477	2
Basic Materials	0.1%	$231,966	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	+243,043	904,757	$41,991,704
FBCG	Fidelity Blue Chip Growth ETF	+21,925	28,692	$1,639,139
BCLO	iShares BBB-B CLO Active ETF	+19,819	49,243	$2,489,972
FNDA	Schwab Fundamental U.S. Small Company ETF	+19,069	55,000	$1,328,803
VB	Vanguard Morningstar Small-Cap ETF	+17,832	46,143	$12,997,266
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+14,328	1,186,811	$128,283,740
SDHY	PGIM Short Duration High Yield Opportunities Fund	+9,894	17,212	$282,104
VXUS	Vanguard Total International Stock ETF	+8,066	42,712	$3,651,448
EDV	Vanguard World Funds Extended Duration ETF	+6,808	8,128	$971,458
NVDA	Nvidia Corp	+6,189	71,707	$14,347,853
KLAC	Kla Corp	+4,740	5,241	$1,581,262
SAN	Banco Santander, S.A.	+4,583	14,034	$193,669
AFGR	First Trust Active Factor Large Cap Growth ETF	+3,652	873,380	$29,985,961
MUFG	Mitsubishi Ufj Financial Group Inc	+3,198	10,637	$211,569
SPY	Spdr S&P 500 ETF Trust	+3,054	11,241	$8,394,441
AMZN	Amazon Com Inc	+3,014	36,204	$8,628,861
IAU	Ishares Gold Trust	+2,688	17,417	$1,315,157
FAAA	Fidelity AAA CLO ETF	+2,397	29,762	$1,353,873
META	Meta Platforms, Inc.	+1,881	16,626	$9,365,259
BIV	Vanguard Intermediate-Term Bond ETF	+1,520	26,777	$1,980,085
BAC	Bank Of America Corp /De/	+1,130	7,166	$408,318
WMT	Walmart Inc.	+1,103	6,170	$698,814
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+1,077	40,759	$3,449,511
VEA	Vanguard FTSE Developed Markets ETF	+1,050	12,578	$896,182
SHEL	Shell plc	+954	2,836	$219,903
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FCAL	First Trust California Municipal High income ETF	−17,309	296,096	$5,354,768
CAAA	First Trust AAA CMBS ETF	−16,626	351,193	$13,262,831
—		−11,404	116,413	$10,662,321
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−9,058	83,900	$12,568,322
FCSH	Federated Hermes Short Duration Corporate ETF	−8,841	12,048	$302,344
OPEN	Opendoor Technologies Inc.	−7,869	78,691	$363,552
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−6,302	136,409	$10,530,456
AAPL	Apple Inc.	−5,595	68,986	$19,961,788
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	−4,406	1,713	$328,467
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−4,001	7,747	$380,997
IVZ	Invesco Ltd.	−3,548	22,674	$2,916,230
—		−3,197	6,229	$435,113
AAAP	Pacer Barings CLO Market Flex ETF	−2,530	20,749	$1,093,627
BKF	iShares MSCI BIC ETF	−2,430	2,980	$203,861
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−2,358	1,217	$231,862
ABI	VictoryShares Pioneer Asset-Based Income ETF	−1,886	4,484	$506,153
AFK	VanEck Africa Index ETF	−1,417	833	$546,356
AIRR	First Trust RBA American Industrial Renaissance ETF	−1,357	118,650	$7,391,281
T	At&T Inc.	−1,188	12,482	$258,377
CRM	Salesforce, Inc.	−1,048	2,211	$346,375
NFLX	Netflix Inc	−766	6,003	$428,614
BNDW	Vanguard Total World Bond ETF	−764	5,634	$1,154,990
CRWD	CrowdStrike Holdings, Inc.	−630	734	$560,144
BAB	Invesco Taxable Municipal Bond ETF	−505	12,317	$595,576
AAAD	PGIM AAA CLO Aggregate Duration ETF	−437	47,981	$2,321,703
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
FAB	First Trust Multi Cap Value AlphaDEX Fund	3,623	$328,750
AGNG	Global X Funds Global X Aging Population ETF	7,160	$290,018
GILD	Gilead Sciences, Inc.	1,693	$235,953
VZ	Verizon Communications Inc	4,457	$223,741
WDAY	Workday, Inc.	1,556	$202,155
COIN	Coinbase Global, Inc.	1,132	$197,658
ACSG	American Century Small Cap Growth Insights ETF	2,331	$189,638
STT	State Street Corp	3,451	$189,287
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
MCO	Moodys Corp /De/	406	$177,117
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
ADBE	Adobe Inc.	667	$162,134
PFE	Pfizer Inc	5,363	$150,593
BLK	BlackRock, Inc.	617	$142,218
SBUX	Starbucks Corp	1,562	$139,939
DOCS	Doximity, Inc.	5,936	$138,308
TM	Toyota Motor Corp/	646	$133,134
HON	Honeywell International Inc	583	$131,775
—		2,125	$131,763
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

134 tracked positions · $441,198,661 total · filing declares 226 positions · $441,522,672 · as of Jun 30, 2026

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

Showing 1–50 of 134 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,186,811	+14,328	$128,283,740	—	29.08%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	904,757	+243,043	$41,991,704	+53.2%	9.52%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	873,380	+3,652	$29,985,961	+4.3%	6.80%
AAPL	Apple Inc. Technology	Reduced	68,986	-5,595	$19,961,788	+5.5%	4.52%
NVDA	Nvidia Corp Technology	Added	71,707	+6,189	$14,347,853	+25.6%	3.25%
CAAA	First Trust AAA CMBS ETF	Reduced	351,193	-16,626	$13,262,831	−5.2%	3.01%
VB	Vanguard Morningstar Small-Cap ETF	Added	46,143	+17,832	$12,997,266	+33.6%	2.95%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	83,900	-9,058	$12,568,322	+12.9%	2.85%
		Reduced	116,413	-11,404	$10,662,321	+30.0%	2.42%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	136,409	-6,302	$10,530,456	+5.3%	2.39%
GOOGL	Alphabet Inc. Communication Services	Added	27,826	+909	$9,880,329	+27.8%	2.24%
META	Meta Platforms, Inc. Communication Services	Added	16,626	+1,881	$9,365,259	+11.0%	2.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	36,204	+3,014	$8,628,861	+24.8%	1.96%
SPY	Spdr S&P 500 ETF Trust	Added	11,241	+3,054	$8,394,441	+57.7%	1.90%
AIRR	First Trust RBA American Industrial Renaissance ETF	Reduced	118,650	-1,357	$7,391,281	+22.3%	1.68%
QQQ	Invesco Qqq Trust, Series 1	Added	8,330	+365	$6,134,212	+33.4%	1.39%
MSFT	Microsoft Corp Technology	Added	15,468	+952	$5,769,873	+7.4%	1.31%
FCAL	First Trust California Municipal High income ETF	Reduced	296,096	-17,309	$5,354,768	−6.5%	1.21%
AAAA	Amplius Aggressive Asset Allocation ETF	Held	74,708	0	$4,012,077	+12.2%	0.91%
VXUS	Vanguard Total International Stock ETF	Added	42,712	+8,066	$3,651,448	+36.7%	0.83%
TSLA	Tesla, Inc. Consumer Cyclical	Added	8,457	+797	$3,557,014	+24.9%	0.81%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	40,759	+1,077	$3,449,511	+19.0%	0.78%
IVZ	Invesco Ltd. Financial Services	Reduced	22,674	-3,548	$2,916,230	+21.1%	0.66%
AMD	Advanced Micro Devices Inc Technology	Added	4,700	+102	$2,730,277	+191.9%	0.62%
BCLO	iShares BBB-B CLO Active ETF	Added	49,243	+19,819	$2,489,972	+63.0%	0.56%
AVGO	Broadcom Inc. Technology	Added	6,200	+470	$2,342,050	+32.1%	0.53%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Reduced	47,981	-437	$2,321,703	+5.8%	0.53%
BIV	Vanguard Intermediate-Term Bond ETF	Added	26,777	+1,520	$1,980,085	+5.1%	0.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,934	+500	$1,968,534	+19.6%	0.45%
FBCG	Fidelity Blue Chip Growth ETF	Added	28,692	+21,925	$1,639,139	+321.8%	0.37%
LLY	ELI LILLY & Co Healthcare	Added	1,331	+95	$1,596,441	+40.4%	0.36%
KLAC	Kla Corp Technology	Added	5,241	+4,740	$1,581,262	+114.4%	0.36%
MU	Micron Technology Inc Technology	Added	1,251	+120	$1,444,016	+277.9%	0.33%
PANW	Palo Alto Networks Inc Technology	Added	4,089	+298	$1,394,430	+129.4%	0.32%
FAAA	Fidelity AAA CLO ETF	Added	29,762	+2,397	$1,353,873	+8.5%	0.31%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	55,000	+19,069	$1,328,803	+48.4%	0.30%
IAU	Ishares Gold Trust	Added	17,417	+2,688	$1,315,157	+1.3%	0.30%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	21,478	+104	$1,282,021	+7.3%	0.29%
TXN	Texas Instruments Inc Technology	Added	4,126	+176	$1,229,836	+60.4%	0.28%
BNDW	Vanguard Total World Bond ETF	Reduced	5,634	-764	$1,154,990	+5.2%	0.26%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,342	+592	$1,118,468	+89.1%	0.25%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	20,749	-2,530	$1,093,627	−1.4%	0.25%
AMAT	Applied Materials Inc /De Technology	Reduced	1,446	-62	$1,045,458	+102.8%	0.24%
EDV	Vanguard World Funds Extended Duration ETF	Added	8,128	+6,808	$971,458	+585.2%	0.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	988	+222	$924,244	+21.1%	0.21%
VEA	Vanguard FTSE Developed Markets ETF	Added	12,578	+1,050	$896,182	+21.3%	0.20%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,664	+204	$872,007	+20.5%	0.20%
ABBV	AbbVie Inc. Healthcare	Added	3,187	+109	$801,976	+19.8%	0.18%
INTC	Intel Corp Technology	Added	5,357	+712	$747,997	+264.9%	0.17%
JNJ	Johnson & Johnson Healthcare	Added	2,930	+163	$744,132	+10.0%	0.17%

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.