Twin Peaks Wealth Advisors, LLC
Twin Peaks Wealth Advisors, LLC reported 226 holdings worth US$442M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Twin Peaks Wealth Advisors, LLC reported 226 holdings worth US$442M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 226
- Value as reported
- US$442M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 68,986 | US$20M | 4.5% |
| Nvidia Corporation | 71,707 | US$14.3M | 3.2% |
| Alphabet Inc (google) Class C | 27,647 | US$9.88M | 2.2% |
| Meta Platforms, Inc. | 16,626 | US$9.37M | 2.1% |
| Amazon.com, Inc. | 36,204 | US$8.63M | 2.0% |
| Microsoft Corp. | 15,468 | US$5.77M | 1.3% |
| Tesla, Inc. | 8,457 | US$3.56M | 0.81% |
| Advanced Micro Devices Inc | 4,700 | US$2.73M | 0.62% |
| Broadcom Inc. | 6,200 | US$2.34M | 0.53% |
| Berkshire Hathaway Inc. | 3,934 | US$1.97M | 0.45% |
| Eli Lilly And Company | 1,331 | US$1.6M | 0.36% |
| Kla Corporation | 5,241 | US$1.58M | 0.36% |
| Micron Technology, Inc. | 1,251 | US$1.44M | 0.33% |
| Palo Alto Networks, Inc. | 4,089 | US$1.39M | 0.32% |
| Texas Instruments Incorporated | 4,126 | US$1.23M | 0.28% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,342 | US$1.12M | 0.25% |
| Applied Materials, Inc. | 1,446 | US$1.05M | 0.24% |
| Costco Wholesale Corporation | 988 | US$924K | 0.21% |
| Jp Morgan Chase & Co. | 2,664 | US$872K | 0.20% |
| Abbvie Inc. | 3,187 | US$802K | 0.18% |
| Intel Corporation | 5,357 | US$748K | 0.17% |
| Johnson & Johnson | 2,930 | US$744K | 0.17% |
| Unitedhealth Group Incorporated | 1,785 | US$742K | 0.17% |
| Visa Inc. | 2,087 | US$716K | 0.16% |
| Mckesson Corporation | 928 | US$701K | 0.16% |
| Walmart Inc. | 6,170 | US$699K | 0.16% |
| Goldman Sachs Group, Inc. (the) | 647 | US$655K | 0.15% |
| Lam Research Corporation | 1,476 | US$639K | 0.14% |
| Caterpillar, Inc. | 548 | US$583K | 0.13% |
| Asml Holding Nv | 290 | US$578K | 0.13% |
| Sandisk Corporation | 249 | US$566K | 0.13% |
| Ge Vernova Inc. | 477 | US$560K | 0.13% |
| Crowdstrike Holdings, Inc. | 734 | US$560K | 0.13% |
| Cisco Systems, Inc. | 4,577 | US$538K | 0.12% |
| Ge Aerospace | 1,277 | US$477K | 0.11% |
| Robinhood Markets, Inc. | 4,532 | US$454K | 0.10% |
| Mastercard Incorporated | 840 | US$431K | 0.10% |
| Netflix, Inc. | 6,003 | US$429K | 0.10% |
| Bank Of America Corporation | 7,166 | US$408K | 0.09% |
| Home Depot, Inc. (the) | 1,092 | US$385K | 0.09% |
| American Express Company | 1,128 | US$382K | 0.09% |
| Oracle Corporation | 2,495 | US$366K | 0.08% |
| Opendoor Technologies Inc | 78,691 | US$364K | 0.08% |
| Snowflake Inc. | 1,402 | US$357K | 0.08% |
| Procter & Gamble Company (the) | 2,393 | US$351K | 0.08% |
| Salesforce, Inc. | 2,211 | US$346K | 0.08% |
| Coca-cola Company (the) | 4,199 | US$341K | 0.08% |
| Mongodb, Inc. | 972 | US$326K | 0.07% |
| Rtx Corporation | 1,720 | US$326K | 0.07% |
| Wells Fargo & Company | 3,936 | US$325K | 0.07% |
| Morgan Stanley | 1,532 | US$320K | 0.07% |
| Western Digital Corporation | 487 | US$311K | 0.07% |
| Mcdonald's Corporation | 1,140 | US$308K | 0.07% |
| International Business Machines Corporation | 1,073 | US$302K | 0.07% |
| Merck & Company, Inc. | 2,328 | US$299K | 0.07% |
| Amphenol Corporation | 1,689 | US$298K | 0.07% |
| Philip Morris International Inc | 1,603 | US$290K | 0.07% |
| Doordash, Inc. | 1,534 | US$283K | 0.06% |
| Shopify Inc. | 2,399 | US$274K | 0.06% |
| Twilio Inc. | 1,325 | US$273K | 0.06% |
| Citigroup, Inc. | 1,950 | US$273K | 0.06% |
| Chevron Corporation | 1,637 | US$271K | 0.06% |
| Palantir Technologies Inc. | 2,282 | US$266K | 0.06% |
| Intuit Inc. | 998 | US$260K | 0.06% |
| Analog Devices, Inc. | 652 | US$259K | 0.06% |
| At&t Inc. | 12,482 | US$258K | 0.06% |
| Servicenow, Inc. | 2,598 | US$258K | 0.06% |
| Uber Technologies, Inc. | 3,328 | US$240K | 0.05% |
| Datadog, Inc. | 894 | US$233K | 0.05% |
| Simon Property Group, Inc. | 1,037 | US$232K | 0.05% |
| Marvell Technology, Inc. | 777 | US$231K | 0.05% |
| Novartis Ag | 1,427 | US$224K | 0.05% |
| Corning Incorporated | 870 | US$222K | 0.05% |
| Shell Plc | 2,836 | US$220K | 0.05% |
| Arista Networks, Inc. | 1,282 | US$218K | 0.05% |
| Tjx Companies, Inc. (the) | 1,435 | US$217K | 0.05% |
| Walt Disney Company (the) | 2,232 | US$215K | 0.05% |
| Lumentum Holdings Inc. | 248 | US$213K | 0.05% |
| Mitsubishi Ufj Financial Group, Inc. | 10,637 | US$212K | 0.05% |
| Waste Management, Inc. | 936 | US$209K | 0.05% |
| Deere & Company | 329 | US$208K | 0.05% |
| Hsbc Holdings Plc | 2,171 | US$206K | 0.05% |
| Blackstone Inc. | 1,705 | US$201K | 0.05% |
| Banco Santander, S.a. | 14,034 | US$194K | 0.04% |
| Kinetik Holdings Inc. | 0 | US$0 | 0.00% |
| Bp Plc | 0 | US$0 | 0.00% |
| Penguin Solutions, Inc. | 0 | US$0 | 0.00% |
| Argenx Se | 0 | US$0 | 0.00% |
| Xcel Energy Inc. | 0 | US$0 | 0.00% |
| U.s. Bancorp | 0 | US$0 | 0.00% |
| Ingersoll Rand Inc. | 0 | US$0 | 0.00% |
| First Bancorp | 0 | US$0 | 0.00% |
| Peabody Energy Corporation | 0 | US$0 | 0.00% |
| Kkr Real Estate Finance Trust Inc. | 0 | US$0 | 0.00% |
| Omega Healthcare Investors, Inc. | 0 | US$0 | 0.00% |
| Strategy Inc | 0 | US$0 | 0.00% |
| Savara, Inc. | 0 | US$0 | 0.00% |
| Zymeworks Inc. | 0 | US$0 | 0.00% |
| Albertsons Companies, Inc. | 0 | US$0 | 0.00% |
| Grupo Aeroportuario Del Pacifico Sab De Cv Class B | 0 | US$0 | 0.00% |
Every holding of Twin Peaks Wealth Advisors, LLC
Source
View original at SEC
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