Twin Peaks Wealth Advisors, LLC Portfolio Holdings

Twin Peaks Wealth Advisors, LLC

  • $293 Billion
  • Q3 2025

Twin Peaks Wealth Advisors, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $293 Billion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.9B, Meta Platforms, Inc. with a value of $12B, Blackrock ETF Tr U S Equity Fa with a value of $9.18B, Ishares Core S&P 500 ETF with a value of $8.86B, and First Tr ETF Viii Tcw Opportun with a value of $8.67B.

Examining the 13F form we can see an decrease of $16B in the current position value, from $309B to 293B.

Twin Peaks Wealth Advisors, LLC is based out at Burlingame, CA

Below you can find more details about Twin Peaks Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $293 Billion
ETFs: $195 Billion
Technology: $41.9 Billion
Communication Services: $20.2 Billion
Consumer Cyclical: $10 Billion
Financial Services: $4.89 Billion
Healthcare: $3.78 Billion
Consumer Defensive: $1.3 Billion
Real Estate: $627 Million
Other: $576 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$16.9 Billion 5.77% of portfolio
66,353
Q3 2025 Added 6.44%
$1.37T
$12 Billion 4.11% of portfolio
16,393
Q3 2025 Added 3.98%
$465B
$7.81 Billion 2.67% of portfolio
41,882
Q3 2025 Added 1.39%
$2.39T
$6.58 Billion 2.25% of portfolio
29,951
Q3 2025 Added 0.36%
$3.78T
$6.5 Billion 2.22% of portfolio
12,545
Q3 2025 Added 1.01%
$1.74T
$3.31 Billion 1.13% of portfolio
13,576
Q3 2025 Added 13.56%
$1.29T
$2.78 Billion 0.95% of portfolio
6,248
Q3 2025 Added 0.47%
$1.65T
$2.44 Billion 0.83% of portfolio
10,052
Q3 2025 Added 5.01%
$139B
$1.6 Billion 0.55% of portfolio
4,848
Q3 2025 Reduced 0.47%
$662B
$1.49 Billion 0.51% of portfolio
2,968
Q3 2025 Added 1.19%
$237B
$987 Million 0.34% of portfolio
4,164
Q3 2025 Reduced 2.05%
$181B
$907 Million 0.31% of portfolio
9,253
Q3 2025 Reduced 0.41%
$182B
$857 Million 0.29% of portfolio
1,254
Q3 2025 Reduced 3.32%
$971B
$803 Million 0.27% of portfolio
1,052
Q3 2025 Reduced 2.41%
$74.1B
$761 Million 0.26% of portfolio
2,797
Q3 2025 Added 221.86%
-
$772 Million 0.26% of portfolio
-
Q3 2025 Reduced 7.91%
$881B
$695 Million 0.24% of portfolio
2,204
Q3 2025 Added 2.99%
$49.1B
$696 Million 0.24% of portfolio
580
Q3 2025 Reduced 2.52%
$121B
$694 Million 0.24% of portfolio
899
Q3 2025 Reduced 0.55%
-
$685 Million 0.23% of portfolio
-
Q3 2025 Added 0.34%
$414B
$662 Million 0.23% of portfolio
2,858
Q3 2025 Reduced 1.14%
$115B
$676 Million 0.23% of portfolio
1,378
Q3 2025 Added 1.03%
$300B
$650 Million 0.22% of portfolio
1,884
Q3 2025 Added 28.43%
$5.11B
$627 Million 0.21% of portfolio
78,691
Q3 2025 Reduced 1.28%
$593B
$617 Million 0.21% of portfolio
2,193
Q3 2025 Added 6.77%
$533B
$555 Million 0.19% of portfolio
1,626
Q3 2025 Added 4.9%
$5.2B
$564 Million 0.19% of portfolio
7,709
Q3 2025 Reduced 24.28%
$161B
$541 Million 0.18% of portfolio
501
Q3 2025 Reduced 4.75%
$174B
$512 Million 0.18% of portfolio
3,448
Q3 2025 Added 1.74%
$265B
$515 Million 0.18% of portfolio
647
Q3 2025 Added 33.95%
-
$503 Million 0.17% of portfolio
-
Q1 2025 Added 9.63%
$87.8B
$439 Million 0.15% of portfolio
920
Q3 2025 Reduced 0.65%
$279B
$414 Million 0.14% of portfolio
4,018
Q3 2025 Added 0.6%
$21.7B
$400 Million 0.14% of portfolio
4,000
Q3 2025 Reduced 0.42%
$342B
$411 Million 0.14% of portfolio
2,253
Q3 2025 Reduced 5.34%
$512B
$389 Million 0.13% of portfolio
684
Q3 2025 Added 10.68%
$404B
$378 Million 0.13% of portfolio
408
Q3 2025 Reduced 9.53%
$522B
$370 Million 0.13% of portfolio
1,995
Q3 2025 Added 8.07%
$1.46T
$358 Million 0.12% of portfolio
1,281
Q3 2025 Added 12.66%
$224B
$354 Million 0.12% of portfolio
1,165
Q3 2025 Reduced 1.1%
$181B
$348 Million 0.12% of portfolio
12,313
Q3 2025 Reduced 1.84%
$367B
$319 Million 0.11% of portfolio
786
Q3 2025 Reduced 3.56%
$82.2B
$311 Million 0.11% of portfolio
1,380
Q3 2025 Reduced 0.43%
$169B
$331 Million 0.11% of portfolio
359
Q3 2025 Added 1.99%
$24.2B
$295 Million 0.1% of portfolio
951
Q2 2025 New
$328B
$292 Million 0.1% of portfolio
971
Q3 2025 Reduced 2.41%
$197B
$293 Million 0.1% of portfolio
1,432
Q2 2025 Reduced 3.57%
$346B
$307 Million 0.1% of portfolio
1,998
Q3 2025 Reduced 3.99%
$98.1B
$304 Million 0.1% of portfolio
1,782
Q3 2025 Reduced 5.26%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $293 Billion
  • Prior Value $309 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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