TWIN PEAKS WEALTH ADVISORS, LLC

RIA/Wealth

TWIN PEAKS WEALTH ADVISORS, LLC is a RIA/Wealth led by Katrina Lynn Hermanson, reporting $410.4M in AUM as of Q3 2025 with 69% ETF concentration.

COOKatrina Lynn Hermanson

Address

Top Holdings

Largest long holdings in TWIN PEAKS WEALTH ADVISORS, LLC's portfolio (32.9% of total portfolio)

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$16.9M	5.84%	+$1.0M Bought	0.00% 66.4K shares	Q4 2023 Held for 1y 11m
2 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$12.0M	4.16%	+$460.5K Bought	0.00% 16.4K shares	Q4 2023 Held for 1y 11m
3 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$9.2M	3.17%	+$2.0M Bought	— 155.1K shares	Q1 2024 Held for 1y 8m
4 iShares Core S&P 500 ETF IVV	ETF ETF	$8.9M	3.06%	+$222.2K Bought	— 13.2K shares	Q4 2023 Held for 1y 11m
5 First Trust TCW Opportunistic Fixed Income FIXD	ETF ETF	$8.7M	3.00%	+$2.0K Bought	— 195.2K shares	Q4 2023 Held for 1y 11m
6 FT Vest Laddered Buffer BUFR	ETF ETF	$8.6M	2.99%	+$259.2K Bought	— 258.4K shares	Q4 2023 Held for 1y 11m
7 Nvidia NVDA	Semiconductors Technology	$7.8M	2.70%	+$106.9K Bought	0.00% 41.9K shares	Q4 2023 Held for 1y 11m
8 iShares S&P 500 Growth ETF IVW	ETF ETF	$7.8M	2.70%	+$59.5K Bought	— 64.7K shares	Q4 2023 Held for 1y 11m
9 iShares MSCI USA Quality Factor QUAL	ETF ETF	$7.7M	2.67%	-$855.4K Sold	— 39.7K shares	Q4 2023 Held for 1y 11m
10 iShares Core Total USD Bond Market IUSB	ETF ETF	$7.5M	2.58%	-$667.9K Sold	— 159.5K shares	Q4 2023 Held for 1y 11m

Portfolio activity, position movements, and quarter-over-quarter changes in TWIN PEAKS WEALTH ADVISORS, LLC's latest filing

Market Value

$289.3M

Prior: $307.3M

Q/Q Change

-5.86%

-$18.0M

Net Flows % of MV

-9.6%

Turnover Ratio

10.66%

New Purchases

1 stocks

$266.8K

Added To

84 stocks

+$16.7M

Sold Out Of

2,110 stocks

$37.1M

Reduced Holdings

66 stocks

-$7.7M

Position	Shares Δ	Change
1 Avantis Emerging Markets Equity AVEM	New	0 → 3.6K +$266.8K
2 iShares U.S. Aerospace & Defense ITA	+6,433.04%	115.0 → 7.5K +$1.5M
3 DoorDash DASH	+221.86%	869.0 → 2.8K +$524.3K
4 iShares S&P 100 OEF	+97.02%	9.4K → 18.6K +$3.0M
5 Invesco PHLX Semiconductor ETF SOXQ	+84.91%	3.2K → 6.0K +$138.2K

Position	Shares Δ	Change
1 iShares U.S. Technology IYW	Sold	13.1K → 0 −$2.4M
2 Coca-Cola KO	Sold	3.0K → 0 −$209.2K
3 Philip Morris International PM	Sold	1.2K → 0 −$204.5K
4 American Express AXP	Sold	653.0 → 0 −$198.1K
5 SCHZ Schwab US Aggregate Bond SCHZ	Sold	8.1K → 0 −$188.3K