TWIN PEAKS WEALTH ADVISORS, LLC Portfolio Holdings
Q3 2025•163 long positions•$289.3M portfolio value
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Holding2,273 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $16.9M 5.84% | +$1.0M Bought | 0.0% 66.4K shares | 62.3K → 66.4K +$1.0M | +6.44% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $12.0M 4.16% | +$460.5K Bought | 0.001% 16.4K shares | 15.8K → 16.4K +$460.5K | +3.98% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $9.2M 3.17% | +$2.0M Bought | — 155.1K shares | 122.1K → 155.1K +$2.0M | +27.03% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $8.9M 3.06% | +$222.2K Bought | — 13.2K shares | 12.9K → 13.2K +$222.2K | +2.57% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.7M 3.0% | +$2.0K Bought | — 195.2K shares | 195.1K → 195.2K +$2.0K | +0.02% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.6M 2.99% | +$259.2K Bought | — 258.4K shares | 250.7K → 258.4K +$259.2K | +3.09% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $7.8M 2.7% | +$106.9K Bought | 0.0% 41.9K shares | 41.3K → 41.9K +$106.9K | +1.39% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.8M 2.7% | +$59.5K Bought | — 64.7K shares | 64.2K → 64.7K +$59.5K | +0.77% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.7M 2.67% | -$855.4K Sold | — 39.7K shares | 44.1K → 39.7K −$855.4K | -9.98% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.5M 2.58% | -$667.9K Sold | — 159.5K shares | 173.8K → 159.5K −$667.9K | -8.23% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.1M 2.46% | +$131.8K Bought | — 119.0K shares | 116.8K → 119.0K +$131.8K | +1.88% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.7M 2.31% | -$1.2M Sold | — 98.3K shares | 115.6K → 98.3K −$1.2M | -14.96% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.6M 2.28% | +$619.5K Bought | — 31.9K shares | 28.9K → 31.9K +$619.5K | +10.37% | — — | Q1 2024 Held for 1y 8m | |
Specialty Retail Consumer Cyclical | $6.6M 2.27% | +$23.5K Bought | 0.0% 30.0K shares | 29.8K → 30.0K +$23.5K | +0.36% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $6.5M 2.25% | +$64.7K Bought | 0.0% 12.5K shares | 12.4K → 12.5K +$64.7K | +1.01% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.2M 2.15% | +$559.7K Bought | — 94.3K shares | 85.8K → 94.3K +$559.7K | +9.9% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.2M 2.14% | +$3.0M Bought | — 18.6K shares | 9.4K → 18.6K +$3.0M | +97.02% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $5.9M 2.04% | -$290.9K Sold | — 35.6K shares | 37.3K → 35.6K −$290.9K | -4.69% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.7M 1.99% | +$178.8K Bought | — 228.1K shares | 221.0K → 228.1K +$178.8K | +3.21% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.4M 1.86% | -$54.2K Sold | — 295.4K shares | 298.4K → 295.4K −$54.2K | -1.0% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.4M 1.86% | +$14.4K Bought | — 70.8K shares | 70.6K → 70.8K +$14.4K | +0.27% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.8M 1.65% | +$226.5K Bought | — 7.2K shares | 6.8K → 7.2K +$226.5K | +4.98% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.6M 1.6% | -$91.3K Sold | — 7.7K shares | 7.8K → 7.7K −$91.3K | -1.94% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.8M 1.32% | -$47.0K Sold | — 13.6K shares | 13.8K → 13.6K −$47.0K | -1.22% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $3.4M 1.17% | +$190.7K Bought | — 89.3K shares | 84.3K → 89.3K +$190.7K | +5.98% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.4M 1.16% | +$6.0K Bought | — 96.7K shares | 96.5K → 96.7K +$6.0K | +0.18% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $3.3M 1.14% | +$394.8K Bought | 0.0% 13.6K shares | 12.0K → 13.6K +$394.8K | +13.56% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.0M 1.02% | +$906.2K Bought | — 28.8K shares | 20.0K → 28.8K +$906.2K | +44.03% | — — | Q1 2025 Held for 8 months | |
Auto - Manufacturers Consumer Cyclical | $2.8M 0.961% | +$12.9K Bought | 0.0% 6.2K shares | 6.2K → 6.2K +$12.9K | +0.47% | $1.48T Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $2.4M 0.845% | +$116.7K Bought | 0.0% 10.1K shares | 9.6K → 10.1K +$116.7K | +5.01% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.4M 0.814% | -$87.9K Sold | — 51.4K shares | 53.3K → 51.4K −$87.9K | -3.6% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.4M 0.813% | -$7.5K Sold | — 5.0K shares | 5.0K → 5.0K −$7.5K | -0.32% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.3M 0.789% | -$55.1K Sold | — 38.1K shares | 39.0K → 38.1K −$55.1K | -2.36% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.3M 0.785% | +$143.6K Bought | — 8.9K shares | 8.3K → 8.9K +$143.6K | +6.75% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 0.783% | +$5.2K Bought | — 33.7K shares | 33.6K → 33.7K +$5.2K | +0.23% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.1M 0.735% | +$49.6K Bought | — 3.5K shares | 3.4K → 3.5K +$49.6K | +2.39% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $2.0M 0.695% | +$729.3K Bought | — 27.6K shares | 17.6K → 27.6K +$729.3K | +56.91% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 0.637% | -$96.0K Sold | — 15.3K shares | 16.1K → 15.3K −$96.0K | -4.96% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.8M 0.618% | +$232.9K Bought | — 18.8K shares | 16.3K → 18.8K +$232.9K | +14.99% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.8M 0.614% | +$17.7K Bought | — 8.7K shares | 8.6K → 8.7K +$17.7K | +1.01% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.7M 0.587% | +$6.4K Bought | — 26.1K shares | 26.0K → 26.1K +$6.4K | +0.38% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.7M 0.572% | +$274.5K Bought | — 32.3K shares | 27.0K → 32.3K +$274.5K | +19.88% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.6M 0.559% | -$17.5K Sold | — 20.6K shares | 20.9K → 20.6K −$17.5K | -1.07% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $1.6M 0.553% | -$7.6K Sold | 0.0% 4.8K shares | 4.9K → 4.8K −$7.6K | -0.47% | $1.56T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.6M 0.544% | +$278.0K Bought | — 21.4K shares | 17.6K → 21.4K +$278.0K | +21.44% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.6M 0.543% | +$1.5M Bought | — 7.5K shares | 115.0 → 7.5K +$1.5M | +6,433.04% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.5M 0.533% | -$60.5K Sold | — 11.5K shares | 11.9K → 11.5K −$60.5K | -3.78% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.5M 0.516% | +$156.0K Bought | — 5.1K shares | 4.6K → 5.1K +$156.0K | +11.67% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $1.5M 0.516% | +$17.6K Bought | 0.0% 3.0K shares | 2.9K → 3.0K +$17.6K | +1.19% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.4M 0.494% | +$10.6K Bought | — 5.8K shares | 5.7K → 5.8K +$10.6K | +0.75% | — — | Q4 2023 Held for 1y 11m |
