TWIN PEAKS WEALTH ADVISORS, LLC - Portfolio overview

TWIN PEAKS WEALTH ADVISORS, LLC has 2366 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC COM, 4.75%
2. IVV - ISHARES CORE S&P 500 ETF, 3.93%
3. IVE - ISHARES S&P 500 VALUE ETF, 2.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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