TWIN PEAKS WEALTH ADVISORS, LLC
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 · 39d
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
+51.7%
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, 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.
286 positions ·
$51,927,343 total
· Technology 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 286 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 74,581 | $18,927,911 | 36.45% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 65,518 | $11,426,339 | 22.00% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 14,516 | $5,373,387 | 10.35% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,730 | $1,773,492 | 3.42% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 4,598 | $935,371 | 1.80% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 3,950 | $766,853 | 1.48% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 501 | $737,677 | 1.42% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 3,259 | $608,357 | 1.17% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 3,791 | $607,773 | 1.17% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,750 | $591,412 | 1.14% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 1,364 | $532,519 | 1.03% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,508 | $515,419 | 0.99% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 1,100 | $475,618 | 0.92% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,131 | $382,097 | 0.74% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 2,335 | $343,501 | 0.66% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 4,412 | $342,327 | 0.66% | |
| ASML |
Asml Holding NV
Technology
|
Added | 255 | $336,811 | 0.65% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 2,185 | $319,621 | 0.62% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 2,611 | $309,716 | 0.60% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 1,262 | $269,638 | 0.52% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 3,679 | $264,630 | 0.51% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,026 | $248,692 | 0.48% | |
| MDB |
MongoDB, Inc.
Technology
|
Added | 955 | $233,755 | 0.45% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 2,233 | $233,460 | 0.45% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 1,378 | $207,829 | 0.40% | |
| INTC |
Intel Corp
Technology
|
Added | 4,645 | $204,983 | 0.39% | |
| WDAY |
Workday, Inc.
Technology
|
NEW | 1,556 | $202,155 | 0.39% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 1,582 | $199,885 | 0.38% | |
| ADI |
Analog Devices Inc
Technology
|
NEW | 617 | $196,292 | 0.38% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
NEW | 250 | $175,690 | 0.34% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 667 | $162,134 | 0.31% | |
| ANET |
Arista Networks, Inc.
Technology
|
NEW | 1,314 | $161,332 | 0.31% | |
| TWLO |
Twilio Inc
Technology
|
Reduced | 1,248 | $157,023 | 0.30% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
NEW | 473 | $131,432 | 0.25% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 203 | $128,974 | 0.25% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 918 | $124,820 | 0.24% | |
| WDC |
Western Digital Corp
Technology
|
NEW | 429 | $116,040 | 0.22% | |
| QCOM |
Qualcomm Inc/De
Technology
|
NEW | 860 | $110,750 | 0.21% | |
| DDOG |
Datadog, Inc.
Technology
|
NEW | 910 | $107,425 | 0.21% | |
| CIEN |
Ciena Corp
Technology
|
NEW | 208 | $80,751 | 0.16% | |
| SNPS |
Synopsys Inc
Technology
|
NEW | 180 | $71,366 | 0.14% | |
| SAP |
Sap SE
Technology
|
NEW | 416 | $71,223 | 0.14% | |
| ACN |
Accenture plc
Technology
|
NEW | 350 | $69,401 | 0.13% | |
| SONY |
Sony Group Corp
Technology
|
NEW | 3,084 | $63,838 | 0.12% | |
| PLXS |
Plexus Corp
Technology
|
NEW | 310 | $62,787 | 0.12% | |
| ADP |
Automatic Data Processing Inc
Technology
|
NEW | 292 | $59,328 | 0.11% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
NEW | 127 | $55,114 | 0.11% | |
| MKSI |
Mks Inc
Technology
|
NEW | 238 | $54,694 | 0.11% | |
| MCHP |
Microchip Technology Inc
Technology
|
NEW | 828 | $53,497 | 0.10% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 134 | $52,495 | 0.10% |