The Analysis of TWIN PEAKS WEALTH ADVISORS, LLC's Holdings

Currently, TWIN PEAKS WEALTH ADVISORS, LLC holds 184 types of securities in its portfolio with a total value $343.2M. In the most recent quarter, they have increased their positions in IVE (+21.8K shares, valued at $4.8M), IEMG (+46.4K shares, valued at $3.4M), N/A (+3.8K shares, valued at $2.4M); decreased their positions in QUAL (-15.5K shares, valued at $3.2M), META (-1.1K shares, valued at $738.8K), FIXD (-14.0K shares, valued at $622.1K); initiated new positions in N/A (+49.1K shares, valued at $2.4M), GEW (+25.6K shares, valued at $1.4M), TXN (+5.1K shares, valued at $1.1M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM70.2K shares5.76%2025-12-312026-02-10

IVE ISHARES S&P 500 VALUE ETF53.7K shares68.34%2025-12-312026-02-10

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF185.6K shares19.72%2025-12-312026-02-10

IVV ISHARES CORE S&P 500 ETF15.8K shares19.49%2025-12-312026-02-10

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF140.6K shares49.19%2025-12-312026-02-10

META META PLATFORMS INC CL A15.3K shares-6.66%2025-12-312026-02-10

IVW ISHARES S&P 500 GROWTH ETF77.4K shares19.62%2025-12-312026-02-10

BUFR FT VEST LADDERED BUFFER ETF253.1K shares-2.05%2025-12-312026-02-10

Sponsored

NVDA NVIDIA CORPORATION COM45.1K shares7.77%2025-12-312026-02-10

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF176.8K shares10.80%2025-12-312026-02-10

FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF181.2K shares-7.18%2025-12-312026-02-10

EFV ISHARES MSCI EAFE VALUE ETF102.0K shares3.73%2025-12-312026-02-10

OEF ISHARES S&P 100 ETF22.5K shares21.15%2025-12-312026-02-10

FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF126.5K shares6.33%2025-12-312026-02-10

AMZN AMAZON COM INC COM34.6K shares15.49%2025-12-312026-02-10

MSFT MICROSOFT CORP COM14.7K shares17.34%2025-12-312026-02-10

Sponsored

UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF240.7K shares5.54%2025-12-312026-02-10

FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF34.8K shares-2.16%2025-12-312026-02-10

SPY STATE STREET SPDR S&P 500 ETF8.2K shares14.56%2025-12-312026-02-10

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C16.1K shares18.49%2025-12-312026-02-10

FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF276.7K shares-6.33%2025-12-312026-02-10

QUAL ISHARES MSCI USA QUALITY FACTOR ETF24.2K shares-38.97%2025-12-312026-02-10

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I8.0K shares3.91%2025-12-312026-02-10

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF69.9K shares-1.25%2025-12-312026-02-10

Sponsored

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF7.3K shares110.05%2025-12-312026-02-10

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF130.9K shares27.80%2025-12-312026-02-10

THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF106.3K shares19.02%2025-12-312026-02-10

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF14.9K shares68.81%2025-12-312026-02-10

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A11.5K shares14.25%2025-12-312026-02-10

BUFQ FT VEST LADDERED NASDAQ BUFFER ETF98.3K shares1.73%2025-12-312026-02-10

TLH ISHARES 10-20 YEAR TREASURY BOND ETF33.0K shares14.79%2025-12-312026-02-10

TSLA TESLA INC COM7.9K shares26.90%2025-12-312026-02-10

Sponsored

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND12.8K shares-6.07%2025-12-312026-02-10

ISHARES GOLD TRUST ISHARES GOLD TRUST30.7K shares11.14%2025-12-312026-02-10

ACWX ISHARES MSCI ACWI EX U.S. ETF38.2K shares46.28%2025-12-312026-02-10

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF32.8K shares52.88%2025-12-312026-02-10

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF30.0K shares45.35%2025-12-312026-02-10

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33.4K shares-0.88%2025-12-312026-02-10

ALPHA ARCHITECT US EQUITY 2 ETF ALPHA ARCHITECT US EQUITY 2 ETF49.1K sharesnew addition2025-12-312026-02-10

FPXI FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF35.2K shares-7.57%2025-12-312026-02-10

Sponsored

VTI VANGUARD TOTAL STOCK MARKET ETF6.7K shares74.34%2025-12-312026-02-10

MBB ISHARES MBS ETF23.4K shares24.54%2025-12-312026-02-10

FTSL FIRST TRUST SENIOR LOAN FUND49.1K shares-4.48%2025-12-312026-02-10

IWF ISHARES RUSSELL 1000 GROWTH ETF4.8K shares-4.54%2025-12-312026-02-10

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF9.4K shares24.80%2025-12-312026-02-10

BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF15.8K shares3.30%2025-12-312026-02-10

BROADCOM INC COM BROADCOM INC COM5.5K shares13.14%2025-12-312026-02-10

IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF37.2K shares15.16%2025-12-312026-02-10

Sponsored

GOVT ISHARES U.S. TREASURY BOND ETF79.2K shares67.92%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW3.4K shares14.08%2025-12-312026-02-10

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF30.9K shares26.27%2025-12-312026-02-10

QQQM INVESCO NASDAQ 100 ETF6.4K shares11.26%2025-12-312026-02-10

VO VANGUARD MID-CAP ETF5.4K shares5.47%2025-12-312026-02-10

PTRB PGIM TOTAL RETURN BOND ETF36.4K shares42.31%2025-12-312026-02-10

IWD ISHARES RUSSELL 1000 VALUE ETF6.6K shares-24.38%2025-12-312026-02-10

GEW CAMBRIA GLOBAL EW ETF25.6K sharesnew addition2025-12-312026-02-10

Sponsored

JAVA JPMORGAN ACTIVE VALUE ETF17.3K shares61.86%2025-12-312026-02-10

BND VANGUARD TOTAL BOND MARKET ETF17.3K shares52.45%2025-12-312026-02-10

FBND FIDELITY TOTAL BOND ETF27.3K shares0.23%2025-12-312026-02-10

LLY ELI LILLY & CO COM1.2K shares14.26%2025-12-312026-02-10

BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF15.7K shares-1.38%2025-12-312026-02-10

SKYY FIRST TRUST CLOUD COMPUTING ETF10.5K shares-8.21%2025-12-312026-02-10

FIIG FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF55.2K shares2.18%2025-12-312026-02-10

FTCS FIRST TRUST CAPITAL STRENGTH ETF11.5K shares-18.97%2025-12-312026-02-10

Sponsored

JGRO JPMORGAN ACTIVE GROWTH ETF12.4K shares50.64%2025-12-312026-02-10

VB VANGUARD SMALL-CAP ETF4.0K shares-7.28%2025-12-312026-02-10

TXN TEXAS INSTRS INC COM5.1K sharesnew addition2025-12-312026-02-10

ILCG ISHARES MORNINGSTAR GROWTH ETF10.4K shares58.74%2025-12-312026-02-10

AMD ADVANCED MICRO DEVICES INC COM4.8K shares7.67%2025-12-312026-02-10

JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF11.8K sharesnew addition2025-12-312026-02-10

JBND JPMORGAN ACTIVE BOND ETF17.3K shares57.27%2025-12-312026-02-10

JCPB JPMORGAN CORE PLUS BOND ETF19.6K shares59.10%2025-12-312026-02-10

Sponsored

MCK MCKESSON CORP COM920 shares2.34%2025-12-312026-02-10

BUFD FT VEST LADDERED DEEP BUFFER ETF30.6K shares123.89%2025-12-312026-02-10

FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF44.5K shares-8.68%2025-12-312026-02-10

VONE VANGUARD RUSSELL 1000 ETF2.7K shares0.00%2025-12-312026-02-10

CALF PACER US SMALL CAP CASH COWS ETF17.8K shares-13.74%2025-12-312026-02-10

PJIO PGIM JENNISON INTERNATIONAL OPPORTUNITIES ETF12.9K shares82.57%2025-12-312026-02-10

COST COSTCO WHOLESALE CORPORATION COM803 shares96.81%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO COM2.5K shares11.16%2025-12-312026-02-10

Sponsored

IWS ISHARES RUSSELL MID-CAP VALUE ETF5.1K shares31.97%2025-12-312026-02-10

IWP ISHARES RUSSELL MID-CAP GROWTH ETF5.7K shares34.52%2025-12-312026-02-10

VGT VANGUARD INFORMATION TECHNOLOGY ETF1.0K shares-18.46%2025-12-312026-02-10

KLAC KLA CORP COM NEW507 shares1.20%2025-12-312026-02-10

FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF4.6K shares2.51%2025-12-312026-02-10

CRM SALESFORCE INC COM3.4K shares-17.20%2025-12-312026-02-10

ABBV ABBVIE INC COM3.0K shares4.41%2025-12-312026-02-10

WMT WALMART INC COM4.9K shares21.65%2025-12-312026-02-10

Sponsored

IJH ISHARES CORE S&P MID-CAP ETF8.6K shares-0.46%2025-12-312026-02-10

JNJ JOHNSON & JOHNSON COM2.6K shares27.97%2025-12-312026-02-10

V VISA INC COM CL A1.8K shares13.53%2025-12-312026-02-10

FID FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF26.6K shares17.12%2025-12-312026-02-10

XSHQ INVESCO S&P SMALLCAP QUALITY ETF12.8K shares-1.54%2025-12-312026-02-10

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND11.8K shares-23.41%2025-12-312026-02-10

BBAG JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF12.2K shares-4.46%2025-12-312026-02-10

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS1.6K shares21.55%2025-12-312026-02-10

Sponsored

FTRB FEDERATED HERMES TOTAL RETURN BOND ETF21.3K shares-11.12%2025-12-312026-02-10

VWO VANGUARD FTSE EMERGING MARKETS ETF9.3K shares12.89%2025-12-312026-02-10

XMHQ INVESCO S&P MIDCAP QUALITY ETF4.9K shares-3.66%2025-12-312026-02-10

ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF10.2K shares30.02%2025-12-312026-02-10

CRWD CROWDSTRIKE HLDGS INC CL A1.3K shares-5.81%2025-12-312026-02-10

INTU INTUIT COM1.2K shares-4.47%2025-12-312026-02-10

CMF ISHARES CALIFORNIA MUNI BOND ETF9.0K shares57.72%2025-12-312026-02-10

AMAT APPLIED MATLS INC COM1.6K shares8.94%2025-12-312026-02-10

Sponsored

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND10.2K shares-10.82%2025-12-312026-02-10

NFLX NETFLIX INC. COM6.2K shares971.90%2025-12-312026-02-10

IUSG ISHARES CORE S&P U.S. GROWTH ETF3.0K shares-14.61%2025-12-312026-02-10

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF8.3K shares35.77%2025-12-312026-02-10

XOM EXXON MOBIL CORP COM3.3K shares29.73%2025-12-312026-02-10

GS GOLDMAN SACHS GROUP INC COM515 shares-20.40%2025-12-312026-02-10

FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF25.2K shares-3.32%2025-12-312026-02-10

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF5.5K shares1.40%2025-12-312026-02-10

Sponsored

TWLO TWILIO INC CL A4.0K shares-0.07%2025-12-312026-02-10

AVEM AVANTIS EMERGING MARKETS EQUITY ETF5.3K shares48.17%2025-12-312026-02-10

UNH UNITEDHEALTH GROUP INC COM1.5K shares-18.10%2025-12-312026-02-10

MCO MOODYS CORP COM941 shares2.28%2025-12-312026-02-10

ORCL ORACLE CORP COM2.6K shares20.38%2025-12-312026-02-10

FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND1.9K shares-6.04%2025-12-312026-02-10

MCD MCDONALDS CORP COM1.2K shares4.46%2025-12-312026-02-10

OPEN OPENDOOR TECHNOLOGIES INC COM78.7K shares0.00%2025-12-312026-02-10

Sponsored

HOOD ROBINHOOD MKTS INC COM CL A4.5K sharesnew addition2025-12-312026-02-10

SOXQ INVESCO PHLX SEMICONDUCTOR ETF6.0K shares-0.13%2025-12-312026-02-10

EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4.0K shares39.84%2025-12-312026-02-10

MA MASTERCARD INCORPORATED CL A715 shares4.53%2025-12-312026-02-10

MU MICRON TECHNOLOGY INC COM990 sharesnew addition2025-12-312026-02-10

VEA VANGUARD FTSE DEVELOPED MARKETS ETF5.5K shares49.21%2025-12-312026-02-10

CAT CATERPILLAR INC COM470 sharesnew addition2025-12-312026-02-10

CSCO CISCO SYS INC COM4.0K shares8.87%2025-12-312026-02-10

Sponsored

SHOP SHOPIFY INC CL A SUB VTG SHS2.9K shares-16.01%2025-12-312026-02-10

DASH DOORDASH INC CL A1.8K shares-34.57%2025-12-312026-02-10

MDB MONGODB INC CL A951 shares0.00%2025-12-312026-02-10

PG PROCTER & GAMBLE CO COM2.1K shares6.41%2025-12-312026-02-10

T AT&T INC COM12.3K shares-0.44%2025-12-312026-02-10

XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND7.7K shares-21.81%2025-12-312026-02-10

HD HOME DEPOT INC COM860 shares9.41%2025-12-312026-02-10

GE AEROSPACE COM NEW GE AEROSPACE COM NEW1.0K shares6.08%2025-12-312026-02-10

Sponsored

BAC BANK AMERICA CORP COM5.8K shares12.69%2025-12-312026-02-10

WFC WELLS FARGO & CO COM3.4K shares23.09%2025-12-312026-02-10

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND3.3K shares-2.52%2025-12-312026-02-10

LCTU ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF4.1K shares16.40%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS COM1.0K shares12.91%2025-12-312026-02-10

KO COCA COLA CO COM3.8K sharesnew addition2025-12-312026-02-10

ASML ASML HLDG NV N Y REGISTRY SHS205 sharesnew addition2025-12-312026-02-10

PLTR PALANTIR TECHNOLOGIES INC CL A2.0K shares-9.41%2025-12-312026-02-10

Sponsored

IWB ISHARES RUSSELL 1000 ETF764 shares17.00%2025-12-312026-02-10

VTEC VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF2.9K shares0.00%2025-12-312026-02-10

JTEK JPMORGAN U.S. TECH LEADERS ETF3.3K sharesnew addition2025-12-312026-02-10

SCHZ SCHWAB US AGGREGATE BOND ETF11.7K sharesnew addition2025-12-312026-02-10

UBER UBER TECHNOLOGIES INC COM3.7K shares-60.37%2025-12-312026-02-10

IWR ISHARES RUSSELL MIDCAP ETF2.6K shares21.40%2025-12-312026-02-10

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF1.7K shares20.95%2025-12-312026-02-10

IJR ISHARES CORE S&P SMALL CAP ETF2.0K sharesnew addition2025-12-312026-02-10

Sponsored

JGLO JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF3.7K shares3.76%2025-12-312026-02-10

ADBE ADOBE INC COM966 shares24.65%2025-12-312026-02-10

PM PHILIP MORRIS INTL INC COM1.4K sharesnew addition2025-12-312026-02-10

GILD GILEAD SCIENCES INC COM1.6K sharesnew addition2025-12-312026-02-10

COWZ PACER US CASH COWS 100 ETF3.9K shares-8.82%2025-12-312026-02-10

AXP AMERICAN EXPRESS CO COM686 sharesnew addition2025-12-312026-02-10

PWZ INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF10.1K shares0.00%2025-12-312026-02-10

MS MORGAN STANLEY COM NEW1.3K sharesnew addition2025-12-312026-02-10

Sponsored

RTX RTX CORPORATION COM1.2K sharesnew addition2025-12-312026-02-10

CVX CHEVRON CORPORATION COM1.3K sharesnew addition2025-12-312026-02-10

SNOW SNOWFLAKE INC COM SHS1.4K shares-0.29%2025-12-312026-02-10

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW1.1K sharesnew addition2025-12-312026-02-10

MERCK & CO INC COM MERCK & CO INC COM2.0K sharesnew addition2025-12-312026-02-10

IPO RENAISSANCE IPO ETF5.1K shares0.73%2025-12-312026-02-10

DIS DISNEY WALT CO COM2.2K shares1.50%2025-12-312026-02-10

SYSB ISHARES SYSTEMATIC BOND ETF2.6K sharesnew addition2025-12-312026-02-10

Sponsored

VUG VANGUARD GROWTH ETF486 shares0.00%2025-12-312026-02-10

NOW SERVICENOW INC COM2.2K shares513.93%2025-12-312026-02-10

APH AMPHENOL CORP CL A1.6K sharesnew addition2025-12-312026-02-10

MARVELL TECHNOLOGY INC COM MARVELL TECHNOLOGY INC COM2.6K sharesnew addition2025-12-312026-02-10

GEV GE VERNOVA INC COM267 sharesnew addition2025-12-312026-02-10

SPMO INVESCO S&P 500 MOMENTUM ETF1.7K sharesnew addition2025-12-312026-02-10

BSV VANGUARD SHORT-TERM BOND ETF2.7K shares-36.67%2025-12-312026-02-10

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS1.3K sharesnew addition2025-12-312026-02-10

Sponsored

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD1.1K sharesnew addition2025-12-312026-02-10

PANW PALO ALTO NETWORKS INC COM1.3K shares-1.26%2025-12-312026-02-10

CITIGROUP INC COM NEW CITIGROUP INC COM NEW1.7K sharesnew addition2025-12-312026-02-10

GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF1.5K sharesnew addition2025-12-312026-02-10

SPG SIMON PPTY GROUP INC NEW COM1.0K sharesnew addition2025-12-312026-02-10

INTC INTEL CORP COM4.1K sharesnew addition2025-12-312026-02-10

SCHF SCHWAB INTERNATIONAL EQUITY ETF7.6K sharesnew addition2025-12-312026-02-10

GERN GERON CORP COM27.4K shares-0.72%2025-12-312026-02-10

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available