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Home > Institutional Investor > Twin Peaks Wealth Advisors, Llc > Profile

Instuitional Investor - Twin Peaks Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Twin Peaks Wealth Advisors, Llc
Portfolio Value $236,778,914
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 65,563 $16,418,200 6.93%
2.
Ishares Trust
 IEF 21,874 $12,876,922 5.43%
3.
First Trust Tcw Opportunistic Fixed Income Etf - ETF
 236,892 $10,179,232 4.29%
4.
Ft Vest Laddered Buffer Etf - ETF
 303,912 $9,260,205 3.91%
5.
Meta Platforms Inc.
 META 15,544 $9,101,248 3.84%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)