TPWA
LTC

Twin Peaks Wealth Advisors’s LTC Properties LTC Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.17K Buy
+193
New +$7.26K ﹤0.01% 1228
2025
Q3 		– Sell
-27
Closed -$973 – 1286
2025
Q2 		$973 Buy
+27
New +$950 ﹤0.01% 1780

Other funds holding LTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

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

Twin Peaks Wealth Advisors opened a new position in LTC Properties (LTC) in Q1 2026: 193 shares worth $7.17K. The stake represents ﹤0.01% of the portfolio and ranks #1228 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in LTC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in LTC in Q2 2025 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold LTC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 193 shares of LTC Properties worth $7.17K as of Q1 2026.
  • LTC Properties was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • LTC Properties made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1228 holding.
  • Twin Peaks Wealth Advisors first reported a position in LTC Properties in Q2 2025 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held LTC Properties as of Q1 2026.

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