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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 $292,767,317
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 66,353 $16,895,338 5.77%
2.
Meta Platforms Inc.
 META 16,393 $12,038,701 4.11%
3.
Blackrock Etf Trust
 155,055 $9,179,285 3.14%
4.
Ishares Trust
 IEF 13,243 $8,863,828 3.03%
5.
First Trust Smith Opportunistic Fixed Income Etf - ETF
 195,178 $8,669,793 2.96%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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