Twin Peaks Wealth Advisors, LLC reported 90 positions worth $116.67M for the quarter ended Jun 30, 2026, down 4.3% on the prior quarter. It opened 0 new positions, added to 70, trimmed 19 and exited 1,824. Its largest holding is Apple Inc. at 17.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +6,189 | +9.4% | $1.24M | 12.3% |
| META Meta Platforms, Inc. | +1,881 | +12.8% | $1.06M | 8.03% |
| AMZN Amazon Com Inc | +3,014 | +9.1% | $718.38K | 7.4% |
| MSFT Microsoft Corp | +952 | +6.6% | $355.11K | 4.95% |
| TSLA Tesla, Inc. | +797 | +10.4% | $335.20K | 3.05% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +592 | +33.8% | $282.77K | 0.959% |
| BRK-B Berkshire Hathaway Inc | +500 | +14.6% | $250.22K | 1.69% |
| COST Costco Wholesale Corp | +222 | +29.0% | $207.72K | 0.792% |
| GEV GE Vernova Inc. | +175 | +57.9% | $205.55K | 0.48% |
| IAU Ishares Gold Trust | +2,688 | +18.2% | $202.97K | 1.13% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -5,595 | -7.5% | $1.62M | 17.11% |
| CRWD CrowdStrike Holdings, Inc. | -2,520 | -46.2% | $480.67K | 0.48% |
| GILD Gilead Sciences, Inc. | -1,693 | -100.0% | $235.92K | Exited |
| VZ Verizon Communications Inc | -4,457 | -100.0% | $223.73K | Exited |
| WDAY Workday, Inc. | -1,556 | -100.0% | $202.16K | Exited |
| COIN Coinbase Global, Inc. | -1,132 | -100.0% | $197.71K | Exited |
| NEE Nextera Energy Inc | -1,991 | -100.0% | $184.91K | Exited |
| IBIT iShares Bitcoin Trust ETF | -4,688 | -100.0% | $180.11K | Exited |
| COP Conocophillips | -1,358 | -100.0% | $179.26K | Exited |
| AMGN Amgen Inc | -509 | -100.0% | $179.09K | Exited |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GILD Gilead Sciences, Inc. | -1,693 | $235.92K | 0.193% |
| VZ Verizon Communications Inc | -4,457 | $223.73K | 0.183% |
| WDAY Workday, Inc. | -1,556 | $202.16K | 0.166% |
| COIN Coinbase Global, Inc. | -1,132 | $197.71K | 0.162% |
| NEE Nextera Energy Inc | -1,991 | $184.91K | 0.152% |
| IBIT iShares Bitcoin Trust ETF | -4,688 | $180.11K | 0.148% |
| COP Conocophillips | -1,358 | $179.26K | 0.147% |
| AMGN Amgen Inc | -509 | $179.09K | 0.147% |
| MCO Moodys Corp | -406 | $177.25K | 0.145% |
| TMO Thermo Fisher Scientific Inc. | -352 | $173.02K | 0.142% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 69.0K | $19.96M | 17.11% | -5,595 | -7.5% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 71.7K | $14.35M | 12.3% | +6,189 | +9.4% | Added | 0% |
| 3 | META Meta Platforms, Inc. | Technology | 16.6K | $9.37M | 8.03% | +1,881 | +12.8% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 36.2K | $8.63M | 7.4% | +3,014 | +9.1% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 15.5K | $5.77M | 4.95% | +952 | +6.6% | Added | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 15.8K | $5.58M | 4.79% | +442 | +2.9% | Added | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 12.0K | $4.30M | 3.68% | +467 | +4.0% | Added | 0% |
| 8 | TSLA Tesla, Inc. | Consumer Discretionary | 8,457 | $3.56M | 3.05% | +797 | +10.4% | Added | 0% |
| 9 | AMD Advanced Micro Devices Inc | Technology | 4,700 | $2.73M | 2.34% | +102 | +2.2% | Added | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 6,200 | $2.34M | 2.01% | +470 | +8.2% | Added | 0% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,934 | $1.97M | 1.69% | +500 | +14.6% | Added | 0% |
| 12 | LLY ELI LILLY & Co | Healthcare | 1,331 | $1.60M | 1.37% | +95 | +7.7% | Added | 0% |
| 13 | KLAC Kla Corp | Technology | 5,241 | $1.58M | 1.36% | +231 | +4.6% | Added | 0% |
| 14 | MU Micron Technology Inc | Technology | 1,251 | $1.44M | 1.24% | +120 | +10.6% | Added | 0% |
| 15 | PANW Palo Alto Networks Inc | Technology | 4,089 | $1.39M | 1.2% | +298 | +7.9% | Added | 0% |
Tip. Select a row to see that position’s full history at Twin Peaks Wealth Advisors.
As of its Q2 2026 13F filing, Twin Peaks Wealth Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 17.1%, Nvidia Corp (NVDA) at 12.3%, Meta Platforms, Inc. (META) at 8.0%, Amazon Com Inc (AMZN) at 7.4%, Microsoft Corp (MSFT) at 4.9% of the reported portfolio.
Twin Peaks Wealth Advisors, LLC reported a 13F portfolio worth $116.67M across 90 positions for Q2 2026. That is down 4.3% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($1.24M), Meta Platforms, Inc. ($1.06M), Amazon Com Inc ($718.38K). It opened 0 new positions.
Its largest sales by value were Apple Inc. ($1.62M), CrowdStrike Holdings, Inc. ($480.67K), Gilead Sciences, Inc. ($235.92K). It exited 1,824 positions entirely.
From the Form 13F-HR reports Twin Peaks Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.