TWIN PEAKS WEALTH ADVISORS, LLC

Position in LLY — ELI LILLY & Co

CIK 2006218 BURLINGAME, CA

Position in LLY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,596,441

+$459,606 QoQ

Shares Held

1,331

+7.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#2,707

of 4,604 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

TWIN PEAKS WEALTH ADVISORS, LLC holds $3,898,189 across 6 Drug Manufacturers - General names. LLY ranks #1 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	1,331	$1,596,441
2	ABBV	AbbVie Inc.	3,187	$801,976
3	JNJ	Johnson & Johnson	2,930	$744,132
4	MRK	Merck & Co., Inc.	2,328	$299,148
5	AZN	Astrazeneca PLC	1,228	$232,853
6	NVS	Novartis AG	1,427	$223,639

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,596,441	1,331	+7.7%	Shares	Sole	2026-08-13
2026-03-31	$1,136,835	1,236	+2.8%	Shares	Sole	2026-05-08
2025-12-31	$1,291,765	1,202	+14.3%	Shares	Sole	2026-02-10
2025-09-30	$802,676	1,052	-2.4%	Shares	Sole	2025-10-30
2025-06-30	$840,333	1,078	+30.2%	Shares	Sole	2025-08-13
2025-03-31	$683,853	828	+5.9%	Shares	Sole	2025-04-16
2024-12-31	$603,704	782	+6.4%	Shares	Sole	2025-02-04
2024-09-30	$651,165	735	+3.2%	Shares	Sole	2024-10-25
2024-06-30	$644,630	712	-0.8%	Shares	Sole	2024-07-31
2024-03-31	$558,575	718	+2.0%	Shares	Sole	2024-04-23
2023-12-31	$410,375	704	—	Shares	Sole	2024-01-17
No filing history on record for this holder in this stock.