TWIN PEAKS WEALTH ADVISORS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TP TWIN PEAKS WEALTH ADVISORS, LLC | Institutional Filer | ▲ 15.70% | $397.1M | 2369 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 2369)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 75K | $18.9M | 4.77% |
| 2 | IVV | ISHARES CORE S&P 500 ETF | — | 24K | $15.6M | 3.94% |
| 3 | IVE | ISHARES S&P 500 VALUE ETF | — | 55K | $11.6M | 2.93% |
| 4 | NVDA | NVIDIA Corporation | Technology | 66K | $11.4M | 2.88% |
| 5 | IVW | ISHARES S&P 500 GROWTH ETF | — | 91K | $10.3M | 2.59% |
| 6 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | — | 147K | $10.3M | 2.58% |
| 7 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | — | 174K | $10.1M | 2.55% |
| 8 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | — | 205K | $9.4M | 2.38% |
| 9 | BUFR | FT VEST LADDERED BUFFER ETF | — | 264K | $8.9M | 2.25% |
| 10 | META | Meta Platforms, Inc. | Technology | 15K | $8.4M | 2.12% |
| 11 | FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | — | 190K | $8.3M | 2.08% |
| 12 | EFV | ISHARES MSCI EAFE VALUE ETF | — | 111K | $8.2M | 2.07% |
| 13 | FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | — | 136K | $8.1M | 2.05% |
| 14 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 33K | $6.9M | 1.74% |
| 15 | UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | — | 263K | $6.5M | 1.64% |
Showing 1 to 15 of 1000 holdings