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Twin Peaks Wealth Advisors’s Liberty Energy LBRT Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.33K Buy
+185
New +$4.72K ﹤0.01% 1362
2025
Q3 		– Sell
-31
Closed -$354 – 1242
2025
Q2 		$354 Buy
+31
New +$375 ﹤0.01% 1973

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VPM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Twin Peaks Wealth Advisors opened a new position in Liberty Energy (LBRT) in Q1 2026: 185 shares worth $5.33K. The stake represents ﹤0.01% of the portfolio and ranks #1362 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in LBRT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in LBRT in Q2 2025 and has held it in 2 quarters since. 392 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 185 shares of Liberty Energy worth $5.33K as of Q1 2026.
  • Liberty Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Liberty Energy made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1362 holding.
  • Twin Peaks Wealth Advisors first reported a position in Liberty Energy in Q2 2025 and has held it in 2 quarters since.
  • 392 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

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