TWIN PEAKS WEALTH ADVISORS, LLC
Filing Date
Global Rank
#5,166
/ 8,588
▲ 629
Top Industry
Consumer Electronics
16.3%
3Y Alpha vs SPY
-0.9%
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
+51.9%
SPY
+54.6%
Annualised alpha
-0.9%
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.
89 positions ·
$1,671,104 total
· Basic Materials 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 89 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LIN |
Linde PLC
Basic Materials
|
NEW | 400 | $198,304 | 11.87% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
NEW | 1,036 | $112,147 | 6.71% | |
| BHP |
BHP Group Ltd
Basic Materials
|
NEW | 1,363 | $99,144 | 5.93% | |
| ECL |
Ecolab Inc.
Basic Materials
|
NEW | 284 | $75,549 | 4.52% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
NEW | 1,134 | $66,656 | 3.99% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
NEW | 781 | $65,377 | 3.91% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
NEW | 277 | $56,225 | 3.36% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
NEW | 573 | $53,455 | 3.20% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
NEW | 322 | $42,185 | 2.52% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
NEW | 123 | $39,427 | 2.36% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
NEW | 133 | $38,635 | 2.31% | |
| EMN |
Eastman Chemical Co
Basic Materials
|
NEW | 504 | $38,465 | 2.30% | |
| B |
Barrick Mining Corp
Basic Materials
|
NEW | 887 | $36,180 | 2.17% | |
| MT |
ArcelorMittal
Basic Materials
|
NEW | 675 | $35,086 | 2.10% | |
| BCPC |
Balchem Corp
Basic Materials
|
NEW | 200 | $33,896 | 2.03% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
NEW | 54 | $31,788 | 1.90% | |
| KGC |
Kinross Gold Corp
Basic Materials
|
NEW | 1,026 | $31,313 | 1.87% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
NEW | 113 | $30,769 | 1.84% | |
| ALB |
Albemarle Corp
Basic Materials
|
NEW | 171 | $30,699 | 1.84% | |
| SSRM |
Ssr Mining Inc.
Basic Materials
|
NEW | 1,041 | $30,605 | 1.83% | |
| ESI |
Element Solutions Inc
Basic Materials
|
NEW | 895 | $30,555 | 1.83% | |
| CE |
Celanese Corp
Basic Materials
|
NEW | 448 | $29,464 | 1.76% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
NEW | 115 | $29,266 | 1.75% | |
| AUGO |
Aura Minerals Inc.
Basic Materials
|
NEW | 350 | $28,560 | 1.71% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
NEW | 113 | $27,916 | 1.67% | |
| NUE |
Nucor Corp
Basic Materials
|
NEW | 157 | $26,548 | 1.59% | |
| DOW |
Dow Inc.
Basic Materials
|
NEW | 561 | $23,365 | 1.40% | |
| CF |
CF Industries Holdings, Inc.
Basic Materials
|
NEW | 132 | $17,138 | 1.03% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
NEW | 151 | $15,873 | 0.95% | |
| FUL |
Fuller H B Co
Basic Materials
|
NEW | 240 | $14,803 | 0.89% | |
| HL |
Hecla Mining Co/De/
Basic Materials
|
NEW | 760 | $14,158 | 0.85% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
NEW | 71 | $12,780 | 0.76% | |
| DD |
DuPont de Nemours, Inc.
Basic Materials
|
NEW | 278 | $12,732 | 0.76% | |
| BTG |
B2gold Corp
Basic Materials
|
NEW | 2,600 | $11,778 | 0.70% | |
| IFF |
International Flavors & Fragrances Inc
Basic Materials
|
NEW | 161 | $11,680 | 0.70% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
NEW | 139 | $10,586 | 0.63% | |
| AA |
Alcoa Corp
Basic Materials
|
NEW | 156 | $10,347 | 0.62% | |
| HCC |
Warrior Met Coal, Inc.
Basic Materials
|
NEW | 108 | $10,060 | 0.60% | |
| CENX |
Century Aluminum Co
Basic Materials
|
NEW | 164 | $9,625 | 0.58% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
NEW | 119 | $9,586 | 0.57% | |
| WDFC |
Wd 40 Co
Basic Materials
|
NEW | 46 | $9,381 | 0.56% | |
| ASH |
Ashland Inc.
Basic Materials
|
NEW | 144 | $8,007 | 0.48% | |
| VALE |
Vale S.A.
Basic Materials
|
NEW | 495 | $7,875 | 0.47% | |
| NTR |
Nutrien Ltd.
Basic Materials
|
NEW | 104 | $7,847 | 0.47% | |
| SXT |
Sensient Technologies Corp
Basic Materials
|
NEW | 90 | $7,779 | 0.47% | |
| PKX |
Posco Holdings Inc.
Basic Materials
|
NEW | 132 | $7,720 | 0.46% | |
| AXTA |
Axalta Coating Systems Ltd.
Basic Materials
|
NEW | 274 | $7,589 | 0.45% | |
| SSD |
Simpson Manufacturing Co., Inc.
Basic Materials
|
NEW | 42 | $7,208 | 0.43% | |
| CC |
Chemours Co
Basic Materials
|
NEW | 327 | $7,203 | 0.43% | |
| KALU |
Kaiser Aluminum Corp
Basic Materials
|
NEW | 57 | $6,869 | 0.41% |