Data as of Q4 2025 (Dec 31, 2025)

TWIN PEAKS WEALTH ADVISORS, LLC

•CIK: 2006218•Filing: Q4 2025

**TWIN PEAKS WEALTH ADVISORS, LLC** manages $343M across a diversified portfolio of 184 positions. The firm maintains significant exposure to mega-cap technology and growth sectors, evidenced by top holdings including AAPL at $19.3M and META at $10.4M. Notable allocations also include IVE ($11.9M), DYNF ($11.5M), and IVV ($11.0M), suggesting a focus on established market leaders and thematic growth areas. This concentration highlights a disciplined, large-cap oriented approach to capital deployment.

Total AUM
$343.2M
QoQ Performance
+17.2%
Positions
184
Top 10 Concentration
31.9%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL
AAPL5.6%
IVE3.5%
DYNF3.4%
IVV3.2%
IEMG3.0%
META3.0%
IVW2.8%
BUFR2.6%

📈 Biggest Buys

IVE
ISHARES S&P 500 VALUE ETF
+68.3%
3.5% of portfolio
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+49.2%
3.0% of portfolio
VOO
VANGUARD S&P 500 ETF
+110.0%
1.4% of portfolio
AAEQ
ALPHA ARCHITECT US EQUITY 2 ETF
NEW
0.7% of portfolio
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+19.7%
3.4% of portfolio

📉 Biggest Sells

QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-39.0%
1.4% of portfolio
META
META PLATFORMS INC CL A
-6.7%
3.0% of portfolio
FIXD
FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
-7.2%
2.3% of portfolio
IWD
ISHARES RUSSELL 1000 VALUE ETF
-24.4%
0.4% of portfolio
UBER
UBER TECHNOLOGIES INC COM
-60.4%
0.1% of portfolio

Sector Breakdown

Other69.2%
Technology17.6%
ETF6.2%
Consumer3.8%
Financial1.4%
Healthcare1.0%
Communication0.3%
Industrial0.3%

🚪 Exited Positionssold since Q3 2025

EFG
ISHARES MSCI EAFE GROWTH ETF
SOLD
$634.5K
DOCS
DOXIMITY INC CL A
SOLD
$563.9K
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
SOLD
$409.0K
BX
BLACKSTONE INC COM
SOLD
$304.4K
WCLD
WISDOMTREE CLOUD COMPUTING FUND
SOLD
$275.4K
+7 more exited positions

Changes from Q3 2025

NEW32 new positions
↑97 increased
↓49 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

AAPL5.6%
APPLE INC COM
$19.3M
IVE3.5%
ISHARES S&P 500 VALUE ETF
$11.9M
DYNF3.4%
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
$11.5M
IVV3.2%
ISHARES CORE S&P 500 ETF
$11.0M
IEMG3.0%
ISHARES CORE MSCI EMERGING MARKETS ETF
$10.4M

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