Twin Peaks Wealth Advisors, LLC
Annual return '25
+19.6%
SPY '25
+17.7%
Alpha
+1.9ptsvs SPY
Invested
$397.1M
Holdings
2,364
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC COM
Q1 2026: Increased +10.6% (287.7k → 318.3k shares)
4.8%
02
$IVV
ISHARES CORE S&P 500 ETF
Q1 2026: Increased +13.0% (125.8k → 142.2k shares)
3.9%
03
$IVE
ISHARES S&P 500 VALUE ETF
Q1 2026: Increased +4.4% (11.1k → 11.6k shares)
2.9%
04
$NVDA
NVIDIA CORPORATION COM
Q1 2026: Increased +3.7% (350.3k → 363.2k shares)
2.9%
05
$IVW
ISHARES S&P 500 GROWTH ETF
Q1 2026: Sold 2.5% (46.7k → 45.6k shares)
2.6%
06
$IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
Q1 2026: Increased +23.8% (128.6k → 159.2k shares)
2.6%
07
$DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Q1 2026: Sold 2.2% (63.5k → 62.1k shares)
2.6%
08
$IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
Q1 2026: Increased +15.2% (46.6k → 53.7k shares)
2.4%
09
$BUFR
FT VEST LADDERED BUFFER ETF
Q1 2026: Sold 23.5% (2.6k → 2.0k shares)
2.2%
10
$META
META PLATFORMS INC CL A
Q1 2026: Increased +5.0% (33.4k → 35.1k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:52 UTC.