Position in TWLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$273,387
+$116,364 QoQ
Shares Held
1,325
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#682
of 955 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $8,956,210 across 7 Software - Infrastructure names. TWLO ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,468 | $5,769,873 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,089 | $1,394,430 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
2,936 | $560,144 | |
| 4 | ORCL |
Oracle Corp
|
2,495 | $365,642 | |
| 5 | MDB |
MongoDB, Inc.
|
972 | $326,494 | |
| 6 | TWLO |
Twilio Inc
This page
|
1,325 | $273,387 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,282 | $266,240 |
All Filings in TWLO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,387 | 1,325 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $157,023 | 1,248 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $568,533 | 3,997 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $400,360 | 4,000 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $499,554 | 4,017 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $431,881 | 4,411 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $495,222 | 4,582 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $304,968 | 4,676 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $299,843 | 5,278 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $330,943 | 5,412 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $429,803 | 5,665 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||