Fund HoldingsTWIN PEAKS WEALTH ADVISORS, LLC

Total Portfolio Value
$397.08M
Total Bought
$84.00M
Total Sold
$23.16M
Net Transaction
+$60.83M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES MSCI EAFE GROWTH ETF044,429+44,42904,9481.25%+4,948
ISHARES CORE S&P 500 ETF15,82423,956+8,13211,03115,6483.94%+4,617
ISHARES DEFENSE INDUSTRIALS ACTIVE ETF
ISHARES DEFENSE
0108,960+108,96003,5650.90%+3,565
ISHARES LARGE CAP CORE ACTIVE ETF
ISHA LA CORE ETF
082,512+82,51203,3880.85%+3,388
NVIDIA CORPORATION COM(NVDA)45,13865,518+20,3808,57811,4262.88%+2,848
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
79,154177,525+98,3711,8244,0671.02%+2,243
FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF
INTER GRADE ETF
0132,222+132,22202,7440.69%+2,744
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
SMID RISNG ETF
035,685+35,68501,4070.35%+1,407
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
INTRNL RES EQT
11,76130,993+19,2329552,3470.59%+1,393
ISHARES CORE TOTAL USD BOND MARKET ETF
CORE UNIVRSL USD
176,757204,563+27,8068,2499,4492.38%+1,200
ISHARES 10-20 YEAR TREASURY BOND ETF33,03841,813+8,7753,3674,2111.06%+845
ISHARES S&P 500 GROWTH ETF77,36991,083+13,7149,48210,3022.59%+821
VANGUARD S&P 500 ETF7,2978,927+1,6304,6575,3341.34%+677
VANGUARD FTSE EMERGING MARKETS ETF020,042+20,04201,0830.27%+1,083
DIREXION DAILY FINANCIAL BULL 3X ETF
DAILY FINANCIAL
04,531+4,53105370.14%+537
INVESCO S&P 500 MOMENTUM ETF1,74814,721+12,9732127490.19%+536
FIRST TRUST ENHANCED SHORT MATURITY ETF
FIRST TR ENH NEW
126,484135,888+9,4047,5888,1232.05%+536
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
14,94818,145+3,1973,8484,3551.10%+507
FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF
LTD DUR INVT ETF
051,907+51,90709830.25%+983
FIRST TRUST SMITH UNCONSTRAINED BOND ETF
SMIT UNCO BD ETF
240,729263,194+22,4656,0716,5191.64%+448
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
ISHA US THEM ETF
106,317126,436+20,1194,1364,5801.15%+444
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
CORE INTL AGGR
37,22345,838+8,6151,8702,2940.58%+423
PALO ALTO NETWORKS INC COM(PANW)03,791+3,79106080.15%+608
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
ISHA I IN TE ETF
130,884152,097+21,2134,6255,0121.26%+386
VANGUARD FTSE DEVELOPED MARKETS ETF5,50911,528+6,0193777390.19%+362
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF02,134+2,13403040.08%+304
ISHARES MBS ETF23,38426,658+3,2742,2342,5310.64%+297
VANGUARD TOTAL STOCK MARKET ETF6,6588,006+1,3482,2812,5680.65%+287
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF
ISHA IN CTRY ETF
08,594+8,59402760.07%+276
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
NASDQ CLN EDGE
01,685+1,68502760.07%+276
VANGUARD INTERMEDIATE-TERM BOND ETF03,166+3,16602440.06%+244
FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
SMITH OPPORT FXD
0189,770+189,77008,2722.08%+8,272
VERIZON COMMUNICATIONS INC COM(VZ)04,457+4,45702240.06%+224
TJX COS INC NEW COM(TJX)01,370+1,37002190.06%+219
WASTE MGMT INC DEL COM(WM)0946+94602170.05%+217
ISHARES MSCI EAFE ETF02,203+2,20302140.05%+214
ISHARES MSCI EAFE VALUE ETF101,982110,709+8,7278,0198,2312.07%+212
ISHARES MORNINGSTAR VALUE ETF02,192+2,19202040.05%+204
WORKDAY INC CL A(WDAY)01,556+1,55602020.05%+202
LINDE PLC SHS(LIN)0400+40001980.05%+198
COINBASE GLOBAL INC COM CL A(COIN)01,132+1,13201980.05%+198
ANALOG DEVICES INC COM(ADI)0617+61701960.05%+196
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
02,338+2,33801930.05%+193
NOVARTIS AG SPONSORED ADR(NVS)01,243+1,24301900.05%+190
ISHARES CORE U.S. AGGREGATE BOND ETF01,878+1,87801860.05%+186
NEXTERA ENERGY INC COM(NEE)01,991+1,99101850.05%+185
SCHWAB US AGGREGATE BOND ETF11,71719,636+7,9192744560.11%+182
ISHARES BITCOIN TRUST ETF(IBIT)04,688+4,68801800.05%+180
CONOCOPHILLIPS COM(COP)01,358+1,35801790.05%+179
AMGEN INC COM(AMGN)0509+50901790.05%+179
LUMENTUM HLDGS INC COM(LITE)0250+25001760.04%+176
SHELL PLC SPON ADS(SHEL)01,882+1,88201750.04%+175
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
01,311+1,31101740.04%+174
ISHARES MSCI INTL VALUE FACTOR ETF
MSCI INTL VLU FT
04,383+4,38301740.04%+174
BLACKSTONE INC COM(BX)01,510+1,51001740.04%+174
THERMO FISHER SCIENTIFIC INC COM(TMO)0352+35201730.04%+173
ISHARES MSCI ACWI EX U.S. ETF38,23443,258+5,0242,7892,9620.75%+173
PEPSICO INC COM(PEP)01,110+1,11001720.04%+172
FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF
CALIF MUN INCM
03,494+3,49401710.04%+171
AIRBNB INC COM CL A01,344+1,34401700.04%+170
ISHARES U.S. TECHNOLOGY ETF0927+92701680.04%+168
INTUITIVE SURGICAL INC COM NEW0361+36101660.04%+166
HSBC HLDGS PLC SPON ADR NEW(HSBC)01,996+1,99601650.04%+165
ISHARES EMERGING MARKETS EQUITY FACTOR ETF
EMNG MKTS EQT
02,682+2,68201620.04%+162
ARISTA NETWORKS INC COM SHS(ANET)01,314+1,31401610.04%+161
EATON CORP PLC SHS(ETN)0451+45101610.04%+161
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
01,773+1,77301610.04%+161
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
ST STR FINL ETF
03,206+3,20601580.04%+158
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF01,961+1,96101570.04%+157
ISHARES GNMA BOND ETF
GNMA BOND ETF
03,513+3,51301560.04%+156
GLOBAL X DEFENSE TECH ETF
DEFENSE TECH ETF
02,179+2,17901540.04%+154
ISHARES ESG AWARE MSCI USA ETF
ESG AWR MSCI USA
01,088+1,08801540.04%+154
PFIZER INC COM(PFE)05,363+5,36301510.04%+151
VANGUARD TOTAL BOND MARKET ETF17,28619,431+2,1451,2841,4310.36%+147
FIRST TRUST DOW JONES INTERNATIONAL INTERNET ETF
DJ INTL INTRNT
05,350+5,35001460.04%+146
NETFLIX INC. COM(NFLX)06,769+6,76906510.16%+651
FT VEST LADDERED BUFFER ETF
FT LADD BUFF ETF
253,138264,029+10,8918,7748,9162.25%+143
VANGUARD DIVIDEND APPRECIATION ETF0657+65701410.04%+141
STARBUCKS CORP COM(SBUX)01,562+1,56201400.04%+140
DOXIMITY INC CL A(DOCS)05,936+5,93601380.03%+138
FIRST TRUST S&P REIT INDEX FUND
COM
04,852+4,85201380.03%+138
TOYOTA MOTOR CORP ADS(TM)0646+64601330.03%+133
VANGUARD VALUE ETF0674+67401320.03%+132
FIRST TRUST INNOVATION LEADERS ETF
INNOVATION LEAD
04,439+4,43901320.03%+132
HONEYWELL INTL INC COM(HON)0583+58301320.03%+132
CADENCE DESIGN SYSTEM INC COM(CDNS)0473+47301310.03%+131
WELLTOWER INC COM(WELL)0658+65801300.03%+130
SANDISK CORP COM(SNDK)0203+20301290.03%+129
SOUTHERN CO COM(SO)01,320+1,32001270.03%+127
MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS(MUFG)07,439+7,43901260.03%+126
APPLOVIN CORP COM CL A(APP)0315+31501250.03%+125
VERTEX PHARMACEUTICALS INC COM(VRTX)0280+28001250.03%+125
CORNING INC COM(GLW)0918+91801250.03%+125
FT VEST LADDERED NASDAQ BUFFER ETF
FT VEST NASD ETF
98,327103,806+5,4793,5423,6660.92%+125
JPMORGAN INCOME ETF
INCOME ETF
02,702+2,70201240.03%+124
CME GROUP INC COM(CME)0420+42001240.03%+124
ABBOTT LABORATORIES COM01,201+1,20101230.03%+123
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
RBA INDL ETF
01,112+1,11201230.03%+123
DEERE & CO COM(DE)0219+21901230.03%+123
REGENERON PHARMACEUTICALS COM(REGN)0159+15901230.03%+123
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