Twin Peaks Wealth Advisors, LLC holds a diversified book of 226 stocks worth $441.5M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Apple Inc. Their largest long position is Ishares Core S&P 500 ETF at 8% of the equity book. Cloning the disclosed picks since 2024 would be +33% (+16.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.6 points over this window.
Growth of $10,000 cloning Twin Peaks Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
26% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Twin Peaks Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MML INVESTORS SERVICES, LLC | 78 / 80 | $17.5B |
| NewEdge Advisors, LLC | 78 / 80 | $12.1B |
| IFP Advisors, Inc | 78 / 80 | $1.5B |
| HighTower Advisors, LLC | 77 / 80 | $25.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $21.0B |
| Kestra Advisory Services, LLC | 77 / 80 | $8.8B |
| Steward Partners Investment Advisory, LLC | 77 / 80 | $6.4B |
| Integrated Wealth Concepts LLC | 77 / 80 | $5.3B |
Ranked by how many of Twin Peaks Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Core S&P 500 ETF ETF | $34.3M | 45.8K | 7.8% | ▲+91% Added · +22K sh | |
| 2 | Apple Inc Com Stock | $20.0M | 69.0K | 4.5% | ▼−7.5% Reduced · −6K sh | |
| 3 | Nvidia Corporation Com Stock | $14.3M | 71.7K | 3.2% | ▲+9.4% Added · +6K sh | |
| 4 | Ishares Core Total Usd Bond Market ETF ETF | $14.3M | 310.3K | 3.2% | ▲+52% Added · +106K sh | |
| 5 | Ishares S&P 500 Growth ETF ETF | $13.7M | 99.3K | 3.1% | ▲+9.1% Added · +8K sh | |
| 6 | Ishares U.S. Equity Factor Rotation Active ETF ETF | $13.2M | 194.6K | 3.0% | ▲+12% Added · +20K sh | |
| 7 | Ishares S&P 500 Value ETF ETF | $11.2M | 49.4K | 2.5% | ▼−10% Reduced · −6K sh | |
| 8 | Ishares Core Msci Emerging Markets ETF ETF | $10.2M | 123.3K | 2.3% | ▼−16% Reduced · −24K sh | |
| 9 | FT Vest Laddered Buffer ETF ETF | $9.7M | 265.8K | 2.2% | ▲+0.7% Added · +2K sh | |
| 10 | Meta Platforms Inc CL A Stock | $9.4M | 16.6K | 2.1% | ▲+13% Added · +2K sh | |
| 11 | Amazon Com Inc Com Stock | $8.6M | 36.2K | 2.0% | ▲+9.1% Added · +3K sh | |
| 12 | State Street SPDR S&P 500 ETF ETF | $8.4M | 11.2K | 1.9% | ▲+37% Added · +3K sh | |
| 13 | First Trust Smith Opportunistic Fixed Income ETF ETF | $8.2M | 187.6K | 1.9% | ▼−1.2% Reduced · −2K sh | |
| 14 | First Trust Enhanced Short Maturity ETF ETF | $7.7M | 128.9K | 1.7% | ▼−5.1% Reduced · −7K sh | |
| 15 | Ishares A.I. Innovation And Tech Active ETF ETF | $7.1M | 135.1K | 1.6% | ▼−11% Reduced · −17K sh | |
| 16 | First Trust US Equity Opportunities ETF ETF | $7.1M | 34.3K | 1.6% | ▼−2.3% Reduced · −790 sh | |
| 17 | First Trust Smith Unconstrained Bond ETF ETF | $7.0M | 281.8K | 1.6% | ▲+7.0% Added · +19K sh | |
| 18 | Vanguard S&P 500 ETF ETF | $6.8M | 9.8K | 1.5% | ▲+10% Added · +919 sh | |
| 19 | Ishares Msci Eafe Growth ETF ETF | $6.6M | 53.2K | 1.5% | ▲+20% Added · +9K sh | |
| 20 | First Trust Nasdaq Cybersecurity ETF ETF | $6.5M | 72.1K | 1.5% | ▼−3.2% Reduced · −2K sh | |
| 21 | Invesco QQQ Trust Series I ETF | $6.1M | 8.3K | 1.4% | ▲+4.6% Added · +365 sh | |
| 22 | Microsoft Corp Com Stock | $5.8M | 15.5K | 1.3% | ▲+6.5% Added · +952 sh | |
| 23 | Alphabet Inc Cap STK CL C Stock | $5.6M | 15.8K | 1.3% | ▲+2.9% Added · +442 sh | |
| 24 | Ishares Msci USA Momentum Factor ETF ETF | $5.6M | 16.2K | 1.3% | ▼−11% Reduced · −2K sh | |
| 25 | Ishares Large Cap Core Active ETF ETF | $5.1M | 101.7K | 1.2% | ▲+23% Added · +19K sh | |
| 26 | Ishares International Country Rotation Active ETF ETF | $4.9M | 134.0K | 1.1% | ▲16× Added · +125K sh | |
| 27 | Ishares U.S. Treasury Bond ETF ETF | $4.8M | 210.3K | 1.1% | ▲+18% Added · +33K sh | |
| 28 | First Trust Preferred Securities & Income ETF ETF | $4.5M | 253.1K | 1.0% | ▼−4.7% Reduced · −13K sh | |
| 29 | Alphabet Inc Cap STK CL A Stock | $4.3M | 12.0K | 1.0% | ▲+4.0% Added · +467 sh | |
| 30 | Ishares Defense Industrials Active ETF ETF | $4.3M | 135.1K | 1.0% | ▲+24% Added · +26K sh | |
| 31 | Ishares U.S. Thematic Rotation Active ETF ETF | $3.9M | 89.9K | 0.9% | ▼−29% Reduced · −37K sh | |
| 32 | Ishares Msci Eafe Value ETF ETF | $3.8M | 50.1K | 0.9% | ▼−55% Reduced · −61K sh | |
| 33 | FT Vest Laddered Nasdaq Buffer ETF ETF | $3.8M | 96.5K | 0.9% | ▼−7.0% Reduced · −7K sh | |
| 34 | Ishares 10-20 Year Treasury Bond ETF ETF | $3.7M | 37.0K | 0.8% | ▼−12% Reduced · −5K sh | |
| 35 | Vanguard Total International Stock ETF ETF | $3.7M | 42.7K | 0.8% | ▲+23% Added · +8K sh | |
| 36 | Tesla Inc Com Stock | $3.6M | 8.5K | 0.8% | ▲+10% Added · +797 sh | |
| 37 | Ishares Msci Acwi Ex U.S. ETF ETF | $3.4M | 44.4K | 0.8% | ▲+2.7% Added · +1K sh | |
| 38 | State Street SPDR Portfolio S&P 500 ETF ETF | $3.2M | 35.9K | 0.7% | ▲+12% Added · +4K sh | |
| 39 | Vanguard Morningstar Total Stock Market ETF ETF | $3.1M | 8.4K | 0.7% | ▲+5.3% Added · +422 sh | |
| 40 | Ishares Systematic Alternatives Active ETF ETF | $3.1M | 110.0K | 0.7% | ▲New New position | |
| 41 | First Trust Rising Dividend Achievers ETF ETF | $3.0M | 37.2K | 0.7% | ▲+1.8% Added · +674 sh | |
| 42 | First Trust International Equity Opportunities ETF ETF | $2.9M | 35.0K | 0.7% | ▼−0.8% Reduced · −300 sh | |
| 43 | Ishares MBS ETF ETF | $2.9M | 30.9K | 0.7% | ▲+16% Added · +4K sh | |
| 44 | First Trust Dow Jones Internet Index Fund ETF | $2.8M | 10.5K | 0.6% | ▼−7.6% Reduced · −862 sh | |
| 45 | Advanced Micro Devices Inc Com Stock | $2.7M | 4.7K | 0.6% | ▲+2.2% Added · +102 sh | |
| 46 | Alpha Architect US Equity 2 ETF ETF | $2.6M | 49.1K | 0.6% | —Held | |
| 47 | JPMorgan International Research Enhanced Equity ETF ETF | $2.5M | 30.5K | 0.6% | ▼−1.5% Reduced · −469 sh | |
| 48 | First Trust Intermediate Duration Investment Grade Corporate ETF ETF | $2.4M | 117.0K | 0.5% | ▼−11% Reduced · −15K sh | |
| 49 | Invesco Nasdaq 100 ETF ETF | $2.4M | 7.9K | 0.5% | ▲+19% Added · +1K sh | |
| 50 | Broadcom Inc Com Stock | $2.3M | 6.2K | 0.5% | ▲+8.2% Added · +470 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2006218/holdings"
Use Arkolith to show TWIN PEAKS WEALTH ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 226 | $441.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 2,369 | $397.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 184 | $343.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 164 | $292.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 2,273 | $308.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 140 | $219.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 140 | $236.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 131 | $216.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.