TWIN PEAKS WEALTH ADVISORS, LLC
Filing Date
Global Rank
#5,166
/ 8,588
▲ 629
Top Industry
Consumer Electronics
16.3%
3Y Alpha vs SPY
-1.4%
Period ended 3 months ago
Filed May 8, 2026 · 40d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+51.6%
SPY
+54.6%
Annualised alpha
-1.0%
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
1,955 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.8%
−3.7 pts
Top 5
39.9%
−11.0 pts
Top 10
53.8%
−16.6 pts
HHI
443
Diversified−265
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.5% | $51,927,343 |
| Communication Services | 11.0% | $14,102,636 |
| Consumer Cyclical | 10.7% | $13,719,825 |
| Unclassified | 9.1% | $11,637,415 |
| Financial Services | 8.7% | $11,186,078 |
| Healthcare | 6.4% | $8,141,017 |
| Industrials | 4.3% | $5,517,363 |
| Consumer Defensive | 2.8% | $3,574,099 |
| Energy | 2.5% | $3,210,198 |
| Real Estate | 1.5% | $1,956,655 |
| Basic Materials | 1.3% | $1,671,104 |
| Utilities | 1.2% | $1,498,501 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 exitedNo qualifying positions this quarter.
91 positions ·
$3,574,099 total
· Consumer Defensive only
· 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 91 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MAGN |
Magnera Corp
Consumer Defensive
|
NEW | 2 | $19 | 0.00% | |
| BYND |
Beyond Meat, Inc.
Consumer Defensive
|
NEW | 30 | $21 | 0.00% | |
| TPB |
Turning Point Brands, Inc.
Consumer Defensive
|
NEW | 1 | $86 | 0.00% | |
| BRBR |
Bellring Brands, Inc.
Consumer Defensive
|
NEW | 10 | $160 | 0.00% | |
| COUR |
Coursera, Inc.
Consumer Defensive
|
NEW | 32 | $186 | 0.01% | |
| COTY |
Coty Inc.
Consumer Defensive
|
NEW | 150 | $301 | 0.01% | |
| CPB |
CAMPBELL'S Co
Consumer Defensive
|
NEW | 18 | $400 | 0.01% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
NEW | 12 | $425 | 0.01% | |
| COCO |
Vita Coco Company, Inc.
Consumer Defensive
|
NEW | 11 | $527 | 0.01% | |
| ELF |
e.l.f. Beauty, Inc.
Consumer Defensive
|
NEW | 10 | $606 | 0.02% | |
| LOPE |
Grand Canyon Education, Inc.
Consumer Defensive
|
NEW | 4 | $680 | 0.02% | |
| HLF |
Herbalife Ltd.
Consumer Defensive
|
NEW | 52 | $765 | 0.02% | |
| HNST |
Honest Company, Inc.
Consumer Defensive
|
NEW | 281 | $826 | 0.02% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
NEW | 14 | $865 | 0.02% | |
| SPB |
Spectrum Brands Holdings, Inc.
Consumer Defensive
|
NEW | 12 | $884 | 0.02% | |
| IPAR |
Interparfums Inc
Consumer Defensive
|
NEW | 10 | $908 | 0.03% | |
| GIS |
General Mills Inc
Consumer Defensive
|
NEW | 27 | $1,004 | 0.03% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
NEW | 74 | $1,163 | 0.03% | |
| TAP |
Molson Coors Beverage Co
Consumer Defensive
|
NEW | 33 | $1,420 | 0.04% | |
| ACI |
Albertsons Companies, Inc.
Consumer Defensive
|
NEW | 84 | $1,431 | 0.04% | |
| SMPL |
Simply Good Foods Co
Consumer Defensive
|
NEW | 120 | $1,722 | 0.05% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
NEW | 35 | $1,765 | 0.05% | |
| CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive
|
NEW | 20 | $1,813 | 0.05% | |
| HRL |
Hormel Foods Corp /De/
Consumer Defensive
|
NEW | 90 | $2,038 | 0.06% | |
| OLLI |
Ollie's Bargain Outlet Holdings, Inc.
Consumer Defensive
|
NEW | 23 | $2,116 | 0.06% | |
| TR |
Tootsie Roll Industries Inc
Consumer Defensive
|
NEW | 51 | $2,178 | 0.06% | |
| FLO |
Flowers Foods Inc
Consumer Defensive
|
NEW | 280 | $2,282 | 0.06% | |
| CHEF |
Chefs' Warehouse, Inc.
Consumer Defensive
|
NEW | 41 | $2,437 | 0.07% | |
| PPC |
Pilgrims Pride Corp
Consumer Defensive
|
NEW | 67 | $2,529 | 0.07% | |
| MICC |
Magnum Ice Cream Co N.V.
Consumer Defensive
|
NEW | 171 | $2,556 | 0.07% | |
| ANDE |
Andersons, Inc.
Consumer Defensive
|
NEW | 41 | $2,942 | 0.08% | |
| UVV |
Universal Corp /Va/
Consumer Defensive
|
NEW | 73 | $3,847 | 0.11% | |
| SJM |
J M SMUCKER Co
Consumer Defensive
|
NEW | 40 | $3,857 | 0.11% | |
| ABEV |
Ambev S.A.
Consumer Defensive
|
NEW | 1,532 | $4,473 | 0.13% | |
| FDP |
Fresh Del Monte Produce Inc
Consumer Defensive
|
NEW | 112 | $4,509 | 0.13% | |
| MZTI |
Marzetti Co
Consumer Defensive
|
NEW | 33 | $4,564 | 0.13% | |
| FIZZ |
National Beverage Corp
Consumer Defensive
|
NEW | 138 | $4,643 | 0.13% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
NEW | 211 | $4,745 | 0.13% | |
| SFM |
Sprouts Farmers Market, Inc.
Consumer Defensive
|
NEW | 65 | $5,013 | 0.14% | |
| EPC |
EDGEWELL PERSONAL CARE Co
Consumer Defensive
|
NEW | 240 | $5,121 | 0.14% | |
| CENT |
Central Garden & Pet Co
Consumer Defensive
|
NEW | 142 | $5,221 | 0.15% | |
| SAM |
Boston Beer Co Inc
Consumer Defensive
|
NEW | 24 | $5,529 | 0.15% | |
| FRPT |
Freshpet, Inc.
Consumer Defensive
|
NEW | 96 | $5,660 | 0.16% | |
| JBSS |
Sanfilippo John B & Son Inc
Consumer Defensive
|
NEW | 79 | $6,267 | 0.18% | |
| BG |
Bunge Global SA
Consumer Defensive
|
NEW | 51 | $6,487 | 0.18% | |
| JBS |
Jbs N.V.
Consumer Defensive
|
NEW | 374 | $6,717 | 0.19% | |
| PFGC |
Performance Food Group Co
Consumer Defensive
|
NEW | 86 | $7,366 | 0.21% | |
| DEO |
Diageo PLC
Consumer Defensive
|
NEW | 100 | $7,445 | 0.21% | |
| JJSF |
J&J Snack Foods Corp
Consumer Defensive
|
NEW | 97 | $7,689 | 0.22% | |
| CALM |
Cal-Maine Foods Inc
Consumer Defensive
|
NEW | 106 | $8,389 | 0.23% |