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Twin Peaks Wealth Advisors’s AppFolio APPF Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$158 Buy
+1
New +$189 ﹤0.01% 2203
2025
Q3 		– Sell
-15
Closed -$4.09K – 281
2025
Q2 		$4.09K Buy
+15
New +$3.27K ﹤0.01% 1392

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's APPF Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in AppFolio (APPF) in Q1 2026: 1 share worth $158. The stake represents ﹤0.01% of the portfolio and ranks #2203 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in APPF as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in APPF in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.09K in Q2 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1 share of AppFolio worth $158 as of Q1 2026.
  • AppFolio was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • AppFolio made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2203 holding.
  • Twin Peaks Wealth Advisors first reported a position in AppFolio in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's AppFolio position peaked at $4.09K in Q2 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.