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Equibles

TWIN PEAKS WEALTH ADVISORS, LLC

Location
BURLINGAME, CA
Portfolio Value
Micro $3,574,099
Diversification
Diversified
Filing Date
Global Rank
#5,166 / 8,586 ▲ 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 SPY

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

Cloned portfolio
+51.6%
SPY
+55.8%
Annualised alpha
-1.4%
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, 2025
Top Position
14.8%
−3.7 pts
Top 5
39.9%
−11.0 pts
Top 10
53.8%
−16.6 pts
HHI
443
Dec 2023 → Mar 2026 · range 443 – 997
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 CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
NVDA +20,380 65,518 $11,426,339
AAPL +4,404 74,581 $18,927,911
PANW +2,537 3,791 $607,773
T +1,411 13,670 $396,293
INTC +584 4,645 $204,983
NFLX +552 6,769 $650,839
CSCO +461 4,412 $342,327
XOM +362 3,626 $615,187
HOOD +305 4,776 $330,976
BAC +272 6,036 $294,255
AVGO +245 5,730 $1,773,492
MRK +237 2,220 $267,043
JNJ +214 2,767 $676,365
LRCX +208 1,262 $269,638
TSM +193 1,750 $591,412
CVX +183 1,512 $312,832
WMT +179 5,067 $629,726
PLTR +144 2,185 $319,621
MU +141 1,131 $382,097
KO +127 3,916 $297,811
RTX +98 1,337 $257,907
ABBV +94 3,078 $669,434
UNH +78 1,621 $438,626
GOOGL +71 11,555 $3,322,755
CRWD +66 1,364 $532,519

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
IAU −15,980 14,729 $1,298,508
TWLO −2,749 1,248 $157,023
MRVL −2,244 375 $37,143
AMZN −1,399 33,190 $6,912,481
TXN −1,164 3,950 $766,853
META −557 14,745 $8,436,056
MCO −535 406 $177,117
BABA −511 773 $96,980
ORCL −305 2,335 $343,501
ADBE −299 667 $162,134
SHOP −285 2,611 $309,716
TSLA −269 7,660 $2,847,605
AZN −212 896 $176,709
MSFT −204 14,516 $5,373,387
AMD −202 4,598 $935,371
CRM −189 3,259 $608,357
WFC −169 3,248 $258,573
DIS −168 1,994 $192,181
HD −136 724 $238,116
INTU −98 1,100 $475,618
DASH −77 1,753 $263,212
V −75 1,771 $535,267
AMAT −52 1,508 $515,419
COST −37 766 $763,265
QQQ −26 7,965 $4,597,238

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
VZ 4,457 $223,741
TJX 1,370 $218,789
WM 946 $217,381
WDAY 1,556 $202,155
LIN 400 $198,304
COIN 1,132 $197,658
ADI 617 $196,292
NVS 1,243 $189,868
NEE 1,991 $184,924
IBIT 4,688 $180,112
COP 1,358 $179,256
AMGN 509 $179,091
LITE 250 $175,690
SHEL 1,882 $175,026
BX 1,510 $173,634
TMO 352 $173,018
PEP 1,110 $172,371
ABNB 1,344 $169,720
ISRG 361 $166,417
HSBC 1,996 $164,650
ANET 1,314 $161,332
ETN 451 $161,309
PFE 5,363 $150,593
SBUX 1,562 $139,939
DOCS 5,936 $138,308

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
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 Shares Value (USD) % of Portfolio History
COST
Costco Wholesale Corp /New
Consumer Defensive 		766 $763,265 21.36%
WMT
Walmart Inc.
Consumer Defensive 		5,067 $629,726 17.62%
PG
PROCTER & GAMBLE Co
Consumer Defensive 		2,177 $314,445 8.80%
KO
Coca Cola Co
Consumer Defensive 		3,916 $297,811 8.33%
PM
Philip Morris International Inc.
Consumer Defensive 		1,439 $237,924 6.66%
PEP
Pepsico Inc
Consumer Defensive 		1,110 $172,371 4.82%
MO
Altria Group, Inc.
Consumer Defensive 		1,833 $120,959 3.38%
BTI
British American Tobacco p.l.c.
Consumer Defensive 		1,871 $109,397 3.06%
UL
Unilever PLC
Consumer Defensive 		1,322 $75,314 2.11%
CL
Colgate Palmolive Co
Consumer Defensive 		863 $73,553 2.06%
MNST
Monster Beverage Corp
Consumer Defensive 		815 $59,054 1.65%
BUD
Anheuser-Busch InBev SA/NV
Consumer Defensive 		663 $45,992 1.29%
HSY
Hershey Co
Consumer Defensive 		199 $41,370 1.16%
KR
Kroger Co
Consumer Defensive 		527 $38,133 1.07%
TGT
Target Corp
Consumer Defensive 		307 $37,208 1.04%
MDLZ
Mondelez International, Inc.
Consumer Defensive 		515 $29,684 0.83%
ADM
Archer-Daniels-Midland Co
Consumer Defensive 		402 $29,221 0.82%
CHD
Church & Dwight Co Inc /De/
Consumer Defensive 		289 $26,969 0.75%
STZ
Constellation Brands, Inc.
Consumer Defensive 		171 $25,650 0.72%
DG
Dollar General Corp
Consumer Defensive 		177 $21,015 0.59%
SYY
Sysco Corp
Consumer Defensive 		289 $20,614 0.58%
USFD
US Foods Holding Corp.
Consumer Defensive 		217 $20,009 0.56%
INGR
Ingredion Inc
Consumer Defensive 		176 $19,828 0.55%
BJ
BJ's Wholesale Club Holdings, Inc.
Consumer Defensive 		201 $19,782 0.55%
KMB
Kimberly Clark Corp
Consumer Defensive 		173 $16,689 0.47%
KVUE
Kenvue Inc.
Consumer Defensive 		924 $15,929 0.45%
TSN
Tyson Foods, Inc.
Consumer Defensive 		243 $15,569 0.44%
KDP
Keurig Dr Pepper Inc.
Consumer Defensive 		553 $14,560 0.41%
FMX
Mexican Economic Development Inc
Consumer Defensive 		122 $13,549 0.38%
CVSA
Covista Inc.
Consumer Defensive 		115 $13,253 0.37%
PSMT
Pricesmart Inc
Consumer Defensive 		84 $12,642 0.35%
LRN
Stride, Inc.
Consumer Defensive 		137 $12,079 0.34%
COKE
Coca-Cola Consolidated, Inc.
Consumer Defensive 		59 $11,312 0.32%
UNFI
United Natural Foods Inc
Consumer Defensive 		250 $11,265 0.32%
LAUR
Laureate Education, Inc.
Consumer Defensive 		305 $10,626 0.30%
POST
Post Holdings, Inc.
Consumer Defensive 		93 $9,193 0.26%
LW
Lamb Weston Holdings, Inc.
Consumer Defensive 		216 $9,128 0.26%
CLX
Clorox Co /De/
Consumer Defensive 		86 $8,912 0.25%
EL
Estee Lauder Companies Inc
Consumer Defensive 		120 $8,612 0.24%
GHC
Graham Holdings Co
Consumer Defensive 		8 $8,458 0.24%
DLTR
Dollar Tree, Inc.
Consumer Defensive 		77 $8,432 0.24%
CALM
Cal-Maine Foods Inc
Consumer Defensive 		106 $8,389 0.23%
JJSF
J&J Snack Foods Corp
Consumer Defensive 		97 $7,689 0.22%
DEO
Diageo PLC
Consumer Defensive 		100 $7,445 0.21%
PFGC
Performance Food Group Co
Consumer Defensive 		86 $7,366 0.21%
JBS
Jbs N.V.
Consumer Defensive 		374 $6,717 0.19%
BG
Bunge Global SA
Consumer Defensive 		51 $6,487 0.18%
JBSS
Sanfilippo John B & Son Inc
Consumer Defensive 		79 $6,267 0.18%
FRPT
Freshpet, Inc.
Consumer Defensive 		96 $5,660 0.16%
SAM
Boston Beer Co Inc
Consumer Defensive 		24 $5,529 0.15%

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