TWIN PEAKS WEALTH ADVISORS, LLC
Top Portfolio Positions
1,953 positions ·
$128,128,328 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
74,581 | $18,927,911 | 14.77% | |
| NVDA |
Nvidia Corp
Technology
|
65,518 | $11,426,339 | 8.92% | |
| META |
Meta Platforms, Inc.
Communication Services
|
14,745 | $8,436,056 | 6.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
33,190 | $6,912,481 | 5.39% | |
| MSFT |
Microsoft Corp
Technology
|
14,516 | $5,373,387 | 4.19% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,187 | $5,324,333 | 4.16% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
7,965 | $4,597,238 | 3.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,555 | $3,322,755 | 2.59% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
7,660 | $2,847,605 | 2.22% | |
| AVGO |
Broadcom Inc.
Technology
|
5,730 | $1,773,492 | 1.38% |
Portfolio Trend
10 quarters · across all stocks
Holdings in VLY
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,161 | 176 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $1,571 | 176 | Shares | Sole | 2025-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||