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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 $156,551,825
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 61,894 $11,916,515 7.61%
2.
Ishares Trust
 IEF 18,087 $8,639,272 5.51%
3.
First Tr Exchng Traded Fd Vi
 191,674 $8,549,642 5.46%
4.
First Tr Exchange-Traded Fd
 121,040 $7,221,271 4.61%
5.
First Tr Exchng Traded Fd Vi
 211,241 $5,226,124 3.33%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)