account_balance
Investment manager · 13F filer · SEC CIK 2006218
Twin Peaks Wealth Advisors, LLC
Reported value$465Mas of Sep 30, 2026
Positions246 40 new, 20 sold out
Top 10 weight36.2%IVV alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S&P 500 ETF
7.5%
AAPLApple Inc.
6.2%Added +22%
NVDANVIDIA Corp
3.8%Added +14%
IUSBiShares Core Total Usd Bond Market ETF
3.5%Added +18%
IVWiShares S&P 500 Growth ETF
2.9%Trimmed −4%
METAMeta Platforms, Inc.
2.8%Added +12%
DYNFiShares U.S. Equity Factor Rotation Active ETF
2.8%Trimmed −4%
IVEiShares S&P 500 Value ETF
2.4%Trimmed −3%
AMZNAmazon.com Inc
2.2%Added +6%
BUFRFt Vest Laddered Buffer ETF
2.1%
ACWXiShares MSCI Acwi Ex U.S. ETF
2.0%Added +185%
MSFTMicrosoft Corp
2.0%Added +13%
IVViShares Core S&P 500 ETF
7.5%
AAPLApple Inc.
6.2%Added +22%
NVDANVIDIA Corp
3.8%+14%
IUSBiShares Core Total Usd Bond Market ETF
3.5%+18%
IVWiShares S&P 500 Growth ETF
2.9%−4%
METAMeta Platforms, Inc.
2.8%
DYNFiShares U.S. Equity Factor Rotation Active ETF
2.8%
IVEiShares S&P 500 Value ETF
2.4%
AMZNAmazon.com Inc
2.2%
BUFR2.1%
ACWX2.0%
MSFT2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Core S&P 500 ETF 7.5% Held
AAPL Apple Inc. 6.2% Added +22%NVDA NVIDIA Corp 3.8% Added +14%IUSB iShares Core Total Usd Bond Market ETF 3.5% Added +18%
IVW iShares S&P 500 Growth ETF 2.9% Trimmed −4%
META Meta Platforms, Inc. 2.8% Added +12%DYNF iShares U.S. Equity Factor Rotation Active ETF 2.8% Trimmed −4%
IVE iShares S&P 500 Value ETF 2.4% Trimmed −3%
AMZN Amazon.com Inc 2.2% Added +6%BUFR Ft Vest Laddered Buffer ETF 2.1% Held
ACWX iShares MSCI Acwi Ex U.S. ETF 2.0% Added +185%
MSFT Microsoft Corp 2.0% Added +13%What changed
Biggest moves since Jun 30, 2026
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