1y return+17.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $145 against $157 in the S&P 500.2
Twin Peaks Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Core S&p 500 Etf | $34.3M | 7.8% | +91.0% |
| AAPLApple Inc Com | $20.0M | 4.5% | −7.5% |
| NVDANvidia Corporation Com | $14.3M | 3.2% | +9.4% |
| IUSBIshares Core Total Usd Bond Market Etf | $14.3M | 3.2% | +51.7% |
| IVWIshares S&p 500 Growth Etf | $13.7M | 3.1% | +9.1% |
| DYNFIshares U.s. Equity Factor Rotation Active Etf | $13.2M | 3.0% | +11.6% |
| IVEIshares S&p 500 Value Etf | $11.2M | 2.5% | −10.3% |
| IEMGIshares Core Msci Emerging Markets Etf | $10.2M | 2.3% | −16.2% |
| BUFRFt Vest Laddered Buffer Etf | $9.7M | 2.2% | |
| METAMeta Platforms Inc Cl A | $9.4M | 2.1% | +12.8% |
| AMZNAmazon Com Inc Com | $8.6M | 2.0% | +9.1% |
| SPYState Street Spdr S&p 500 Etf | $8.4M | 1.9% | +37.3% |
| FIXDFirst Trust Smith Opportunistic Fixed Income Etf | $8.2M | 1.9% | −1.2% |
| FTSMFirst Trust Enhanced Short Maturity Etf | $7.7M | 1.7% | −5.1% |
| BAIIshares A.i. Innovation And Tech Active Etf | $7.1M | 1.6% | −11.2% |
| FPXFirst Trust Us Equity Opportunities Etf | $7.1M | 1.6% | −2.3% |
| UCONFirst Trust Smith Unconstrained Bond Etf | $7.0M | 1.6% | +7.1% |
| VOOVanguard S&p 500 Etf | $6.8M | 1.5% | +10.3% |
| EFGIshares Msci Eafe Growth Etf | $6.6M | 1.5% | +19.6% |
| CIBRFirst Trust Nasdaq Cybersecurity Etf | $6.5M | 1.5% | −3.2% |
| QQQInvesco Qqq Trust Series I | $6.1M | 1.4% | +4.6% |
| MSFTMicrosoft Corp Com | $5.8M | 1.3% | +6.6% |
| GOOGAlphabet Inc Cap Stk Cl C | $5.6M | 1.3% | +2.9% |
| MTUMIshares Msci Usa Momentum Factor Etf | $5.6M | 1.3% | −10.6% |
| BLCRIshares Large Cap Core Active Etf | $5.1M | 1.2% | +23.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | December 31, 2023 | +304.0% | $14.3M |
| GOOGLAlphabet Inc Cap Stk Cl A | December 31, 2023 | +155.8% | $4.3M |
| GOOGAlphabet Inc Cap Stk Cl C | December 31, 2023 | +150.7% | $5.6M |
| FPXFirst Trust Us Equity Opportunities Etf | December 31, 2023 | +115.0% | $7.1M |
| IVWIshares S&p 500 Growth Etf | December 31, 2023 | +83.1% | $13.7M |
| BAIIshares A.i. Innovation And Tech Active Etf | June 30, 2025 | +82.7% | $7.1M |
| QQQInvesco Qqq Trust Series I | December 31, 2023 | +79.8% | $6.1M |
| TSLATesla Inc Com | December 31, 2023 | +69.3% | $3.6M |
| CIBRFirst Trust Nasdaq Cybersecurity Etf | December 31, 2023 | +66.9% | $6.5M |
| MTUMIshares Msci Usa Momentum Factor Etf | December 31, 2024 | +65.7% | $5.6M |
Sold off last quarter
- IAGGIshares Core International Aggregate Bond Etf was $2.3M
- Exxon Mobil Corp ComCUSIP 30231G102 was $615K
- IWRIshares Russell Midcap Etf was $294K
- BIVVanguard Intermediate-term Bond Etf was $244K
- GILDGilead Sciences Inc Com was $236K
- VZVerizon Communications Inc Com was $224K
- ILCVIshares Morningstar Value Etf was $204K
- WDAYWorkday Inc Cl A was $202K
- COINCoinbase Global Inc Com Cl A was $198K
- SPMOInvesco S&p 500 Momentum Etf was $187K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.2% | +14.8% |
| March 31, 2026 | −4.4% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +10.4% | +10.5% |
| March 31, 2025 | −4.4% | −4.6% |
| December 31, 2024 | +2.5% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | +3.4% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Twin Peaks Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2006218&type=13F-HR&dateb=&owner=include&count=40CIK 2006218
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2006218/000198615226000134/Filed August 13, 2026 · accession 0001986152-26-000134