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Twin Peaks Wealth Advisors’s Simply Good Foods SMPL Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.72K Buy
+120
New +$2.07K ﹤0.01% 1756
2025
Q3 		– Sell
-224
Closed -$6.52K – 1806
2025
Q2 		$6.52K Buy
+224
New +$7.79K ﹤0.01% 1154

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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 SMPL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Simply Good Foods (SMPL) in Q1 2026: 120 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #1756 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SMPL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SMPL in Q2 2025 and has held it in 2 quarters since. The position peaked at $6.52K in Q2 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 120 shares of Simply Good Foods worth $1.72K as of Q1 2026.
  • Simply Good Foods was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Simply Good Foods made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1756 holding.
  • Twin Peaks Wealth Advisors first reported a position in Simply Good Foods in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Simply Good Foods position peaked at $6.52K in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

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