Twin Peaks Wealth Advisors
Twin Peaks Wealth Advisors reported 226 stocks worth $442M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are IVV (7.8%), AAPL (4.5%) and NVDA (3.3%). Compared with Q1 2026, the fund opened new positions in IALT and GGOV, added to IVV, NVDA and IUSB, trimmed AAPL, IVE and IEMG and sold out of IAGG, XOM and IWR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $34.3M | 7.8% | 46K | +22K (+91%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $20M | 4.5% | 69K | −5,595 (−8%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $14.3M | 3.3% | 72K | +6,189 (+9%) | 8 of 8 | |
| 4 |  IUSB Ishares Core | $14.3M | 3.2% | 310K | +106K (+52%) | 8 of 8 | |
| 5 |  IVW Ishares TR | $13.7M | 3.1% | 99K | +8,255 (+9%) | 8 of 8 | |
| 6 |  DYNF Blackrock ETF Trust | $13.2M | 3.0% | 195K | +20K (+12%) | 8 of 8 | |
| 7 |  IVE Ishares TR | $11.2M | 2.5% | 49K | −5,677 (−10%) | 8 of 8 | |
| 8 |  IEMG Ishares Inc | $10.2M | 2.3% | 123K | −24K (−16%) | 8 of 8 | |
| 9 |  BUFR First Trust | $9.7M | 2.2% | 266K | +1,744 (+1%) | 8 of 8 | |
| 10 |  META Meta Platforms Inc | $9.4M | 2.1% | 17K | +1,881 (+13%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IAGG Ishares TR | $2.3M | 46K |
 XOM Exxon Mobil Corp | $615K | 3,626 |
 IWR Ishares TR | $294K | 3,020 |
 BIV Vanguard Intermediate | $244K | 3,166 |
 GILD Gilead Sciences Inc | $236K | 1,693 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Twin Peaks Wealth Advisors 13F FAQ
What does Twin Peaks Wealth Advisors own?
Twin Peaks Wealth Advisors reported 226 stocks worth $442M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are IVV (7.8%), AAPL (4.5%) and NVDA (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did Twin Peaks Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 145 added to, 70 trimmed and 2,143 sold out. New positions include IALT and GGOV. It sold all of IAGG, XOM and IWR.
When will Twin Peaks Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Twin Peaks Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $442M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.