Twin Peaks Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$15.9M |
| 2 |
iShares Core Universal USD Bond ETF
IUSB
|
+$4.88M |
| 3 |
CORO
iShares International Country Rotation Active ETF
CORO
|
+$4.43M |
| 4 |
IALT
iShares Systematic Alternatives Active ETF
IALT
|
+$3.08M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.21M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$4.9M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
+$4.69M |
| 3 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$2.29M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.9M |
| 5 |
Apple
AAPL
|
+$1.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 73.81% |
| 2 | Technology | 14.01% |
| 3 | Communication Services | 4.56% |
| 4 | Consumer Discretionary | 3.03% |
| 5 | Financials | 1.79% |
Similar funds
Twin Peaks Wealth Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Twin Peaks Wealth Advisors held 2,368 positions worth $442M, up 11% from $397M the previous quarter. Its ten largest holdings account for 34% of the portfolio.
Twin Peaks Wealth Advisors's Q2 2026 filing shows 4 new, 142 increased, 72 reduced and 2,142 closed positions. Its largest new stake was iShares Systematic Alternatives Active ETF: 109,971 shares worth $3.08M. The largest sale was iShares MSCI USA Quality Factor ETF, an estimated $4.9M.
By sector, the portfolio is most concentrated in Miscellaneous at 74% of assets, up from 70% a quarter earlier, followed by Technology and Communication Services.
- Twin Peaks Wealth Advisors's largest Q2 2026 buy was iShares Systematic Alternatives Active ETF: 109,971 shares worth $3.08M.
- Twin Peaks Wealth Advisors added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $15.9M increase.
- Twin Peaks Wealth Advisors's biggest Q2 2026 reduction was iShares MSCI USA Quality Factor ETF, cutting an estimated $4.9M.
- Twin Peaks Wealth Advisors fully exited iShares Core International Aggregate Bond Fund in Q2 2026, selling an estimated $2.29M.
- Twin Peaks Wealth Advisors's ten largest holdings make up 34% of its $442M portfolio in Q2 2026.
- Twin Peaks Wealth Advisors opened 4 new positions and closed 2,142 in Q2 2026.
- Twin Peaks Wealth Advisors's portfolio value rose 11% quarter-over-quarter to $442M.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.