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Home > Institutional Investor > Twin Peaks Wealth Advisors, Llc > 13F Holdings

Instuitional Investor - Twin Peaks Wealth Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 45,752 $34,263,530 7.76%
2.
Apple Inc.
 AAPL 68,986 $19,961,923 4.52%
3.
Nvidia Corp
 NVDA 71,707 $14,347,930 3.25%
4.
Ishares Core Total Usd Bond Market Etf - ETF
 310,337 $14,322,071 3.24%
5.
Ishares Trust
 IEF 99,338 $13,661,941 3.09%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.