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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 $343,207,655
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 70,177 $19,271,976 5.62%
2.
Ishares Trust
 IEF 53,743 $11,908,999 3.47%
3.
Blackrock Etf Trust
 185,633 $11,499,947 3.35%
4.
Ishares Trust
 IEF 15,824 $11,030,973 3.21%
5.
Ishares Core Msci Emerging Markets Etf - ETF
 140,637 $10,440,901 3.04%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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