Twin Peaks Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares S&P 100 ETF
OEF
|
+$2.91M |
| 2 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$1.87M |
| 3 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$1.83M |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
+$1.46M |
| 5 |
Apple
AAPL
|
+$907K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares US Technology ETF
IYW
|
+$2.43M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
+$2.35M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
+$1.14M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$825K |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$661K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.36% |
| 2 | Communication Services | 6.52% |
| 3 | Consumer Discretionary | 3.68% |
| 4 | Financials | 1.76% |
| 5 | Healthcare | 1.36% |
Similar funds
Twin Peaks Wealth Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, Twin Peaks Wealth Advisors held 2,271 positions worth $293M, down 5.2% from $309M the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Twin Peaks Wealth Advisors withdrew a net $26.6M in Q3 2025, closing 2,107 positions and reducing 66 holdings. Its most notable exit was iShares US Technology ETF, an estimated $2.43M position sold in full.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Communication Services and Consumer Discretionary.
Against the trend, Twin Peaks Wealth Advisors opened a new position in Avantis Emerging Markets Equity ETF worth $267K.
- Twin Peaks Wealth Advisors's largest Q3 2025 buy was Avantis Emerging Markets Equity ETF: 3,552 shares worth $267K.
- Twin Peaks Wealth Advisors added most to iShares S&P 100 ETF in Q3 2025, an estimated $2.91M increase.
- Twin Peaks Wealth Advisors's biggest Q3 2025 reduction was iShares MSCI EAFE Growth ETF, cutting an estimated $2.35M.
- Twin Peaks Wealth Advisors fully exited iShares US Technology ETF in Q3 2025, selling an estimated $2.43M.
- Twin Peaks Wealth Advisors's ten largest holdings make up 32% of its $293M portfolio in Q3 2025.
- Twin Peaks Wealth Advisors opened 1 new position and closed 2,107 in Q3 2025.
- Twin Peaks Wealth Advisors's portfolio value fell 5.2% quarter-over-quarter to $293M.
Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.