Fund HoldingsTWIN PEAKS WEALTH ADVISORS, LLC

Total Portfolio Value
$219.50M
Total Bought
$20.76M
Total Sold
$32.73M
Net Transaction
-$11.97M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES S&P 100 ETF05,652+5,65201,4750.67%+1,475
ISHARES RUSSELL 1000 VALUE ETF07,991+7,99101,4210.65%+1,421
ISHARES 10-20 YEAR TREASURY BOND ETF013,695+13,69501,3790.63%+1,379
ISHARES RUSSELL 1000 GROWTH ETF04,696+4,69601,6540.75%+1,654
ISHARES S&P 500 VALUE ETF13,66921,419+7,7502,6093,8461.75%+1,237
ISHARES CURRENCY HEDGED MSCI EAFE ETF
HDG MSCI EAFE
025,045+25,04508620.39%+862
ISHARES MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
29,52637,135+7,6095,2586,1062.78%+848
ISHARES GOLD TRUST(IAU)10,35221,463+11,1115131,3080.60%+795
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
28,16242,797+14,6351,4712,2301.02%+759
INTUIT COM(INTU)5991,607+1,0083769550.44%+578
FIRST TRUST ENHANCED SHORT MATURITY ETF
FIRST TR ENH NEW
102,650109,984+7,3346,1356,5833.00%+447
ISHARES CORE U.S. AGGREGATE BOND ETF04,322+4,32204230.19%+423
ISHARES CORE TOTAL USD BOND MARKET ETF
CORE UNIVRSL USD
159,420166,172+6,7527,2067,5583.44%+352
CROWDSTRIKE HLDGS INC CL A(CRWD)01,415+1,41505560.25%+556
AT&T INC COM(T)012,031+12,03103310.15%+331
JPMORGAN ACTIVE GROWTH ETF
ACTIVE GROWTH
08,761+8,76106290.29%+629
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
ISHARES US EQUIT
91,549106,876+15,3274,6925,0162.29%+324
JPMORGAN ACTIVE VALUE ETF
ACTIVE VALUE ETF
010,083+10,08306070.28%+607
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF
BETABUILDERS I
11,26815,746+4,4786439530.43%+310
SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
14,26120,019+5,7589831,2660.58%+283
JOHNSON & JOHNSON COM(JNJ)01,720+1,72002640.12%+264
BERKSHIRE HATHAWAY INC DEL CL B NEW2,9322,994+621,3291,5820.72%+253
ISHARES S&P 500 GROWTH ETF53,12662,015+8,8895,3945,6432.57%+249
INTERNATIONAL BUSINESS MACHS COM(IBM)0946+94602280.10%+228
CISCO SYS INC COM(CSCO)03,945+3,94502260.10%+226
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
01,017+1,01705350.24%+535
SCHWAB US AGGREGATE BOND ETF09,456+9,45602170.10%+217
ISHARES RUSSELL 1000 ETF0710+71002090.10%+209
EXXON MOBIL CORP COM02,020+2,02002080.09%+208
VANGUARD GROWTH ETF0568+56802060.09%+206
BLACKSTONE INC COM(BX)01,508+1,50802010.09%+201
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
6,1817,332+1,1511,2791,4580.66%+179
UBER TECHNOLOGIES INC COM(UBER)8,9459,183+2385406800.31%+140
JPMORGAN BETABUILDERS U.S. EQUITY ETF
BETABUILDRS US
13,14815,607+2,4591,3931,5150.69%+123
UNITEDHEALTH GROUP INC COM(UNH)1,7601,735-258901,0120.46%+122
MCKESSON CORP COM(MCK)953943-105436530.30%+110
JPMORGAN CORE PLUS BOND ETF
CORE PLUS BD ETF
7,7339,975+2,2423564610.21%+105
JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF
BETABUILDERS US
010,014+10,01404560.21%+456
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND8,96711,421+2,4543614570.21%+96
JPMORGAN ACTIVE BOND ETF
ACTIVE BOND ETF
7,2158,890+1,6753774700.21%+93
ISHARES MSCI ACWI EX U.S. ETF24,86625,127+2611,2971,3670.62%+70
ISHARES FLEXIBLE INCOME ACTIVE ETF18,45419,819+1,3659601,0190.46%+60
VANGUARD S&P 500 ETF2,7843,141+3571,5001,5520.71%+52
VISA INC COM CL A(V)1,5681,599+314965370.24%+41
KLA CORP COM NEW(KLAC)0523+52303540.16%+354
COSTCO WHSL CORP NEW COM(COST)462466+44234550.21%+32
PROCTER AND GAMBLE CO COM(PG)02,246+2,24603780.17%+378
ELI LILLY & CO COM(LLY)782828+466046270.29%+23
PACER US CASH COWS 100 ETF
US CASH COWS 100
05,105+5,10502560.12%+256
FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF
NASDQ ARTFCIAL
05,784+5,78402250.10%+225
FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF
INTER GRADE ETF
50,20851,020+8121,0271,0440.48%+17
MASTERCARD INCORPORATED CL A(MA)0510+51002640.12%+264
PALANTIR TECHNOLOGIES INC CL A(PLTR)6,5235,144-1,3794935060.23%+13
WALMART INC COM(WMT)03,395+3,39503190.15%+319
CONSUMER STAPLES SELECT SECTOR SPDR FUND
ST STR STAPL ETF
5,6725,600-724464540.21%+8
FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF
LTD DUR INVT ETF
24,10824,511+4034554630.21%+8
WISDOMTREE CLOUD COMPUTING FUND(WT)07,819+7,81902420.11%+242
APPLIED MATLS INC COM01,485+1,48502160.10%+216
ORACLE CORP COM(ORCL)01,857+1,85702490.11%+249
NETFLIX INC COM(NFLX)811741-707237240.33%+1
ISHARES CALIFORNIA MUNI BOND ETF05,684+5,68403140.14%+314
GOLDMAN SACHS GROUP INC COM(GS)0465+46502360.11%+236
VANGUARD FTSE EMERGING MARKETS ETF8,6198,678+593803780.17%-2
ABBVIE INC COM(ABBV)2,5922,568-244614540.21%-7
FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF
S&P INTL DIVID
22,99721,334-1,6633743660.17%-8
VANGUARD SHORT-TERM BOND ETF03,030+3,03002370.11%+237
CAPITAL ONE FINL CORP COM(COF)01,339+1,33902190.10%+219
VANGUARD MID-CAP ETF3,3453,547+2028848730.40%-10
ISHARES U.S. TECHNOLOGY ETF11,90813,794+1,8861,9001,8890.86%-11
MCDONALDS CORP COM(MCD)01,005+1,00503140.14%+314
INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF010,106+10,10602350.11%+235
MOODYS CORP COM(MCO)876917+414153990.18%-16
SNOWFLAKE INC CL A(SNOW)01,575+1,57502310.11%+231
JPMORGAN CHASE & CO. COM(JPM)2,3602,352-85665480.25%-17
ISHARES RUSSELL MID-CAP GROWTH ETF3,8974,162+2654944760.22%-18
DISCOVER FINL SVCS COM01,433+1,43302290.10%+229
FEDERATED HERMES TOTAL RETURN BOND ETF
TOTA RETU BD ETF
26,61825,581-1,0376576340.29%-23
HOME DEPOT INC COM(HD)0678+67802400.11%+240
ADOBE INC COM(ADBE)0914+91403200.15%+320
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
03,043+3,04302280.10%+228
FIRST TRUST NASDAQ SEMICONDUCTOR ETF
NASDQ SEMCNDTR
4,1004,495+3953583150.14%-43
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND2,2752,114-1613783280.15%-50
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
SMIT UNCO BD ETF
221,200219,668-1,5325,4535,3972.46%-55
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
ACTIVE BD ETF
5,3334,708-6254824270.19%-55
PGIM TOTAL RETURN BOND ETF
TOTA RETU BD ETF
20,71219,148-1,5648487870.36%-62
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
SHS
19,42918,276-1,1538487860.36%-62
GERON CORP COM(GERN)027,637+27,6370350.02%+35
VANGUARD RUSSELL 1000 ETF
VNG RUS1000IDX
2,7582,75807366720.31%-63
FIRST TRUST DOW JONES INTERNATIONAL INTERNET ETF
DJ INTL INTRNT
07,327+7,32702110.10%+211
FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
INSTL PFD SECS
53,92851,549-2,3791,0089370.43%-71
OPENDOOR TECHNOLOGIES INC COM(OPEN)0104,975+104,9750960.04%+96
ADVANCED MICRO DEVICES INC COM(AMD)4,2324,555+3235114340.20%-77
FIRST TRUST NASDAQ CYBERSECURITY ETF
NASDAQ CYB ETF
73,37172,164-1,2074,6554,5722.08%-84
SERVICENOW INC COM(NOW)353341-123742790.13%-95
SHOPIFY INC CL A SUB VTG SHS(SHOP)3,6803,498-1823912940.13%-98
TWILIO INC CL A(TWLO)4,5824,411-1714953900.18%-106
INVESCO S&P MIDCAP QUALITY ETF
S&P MDCP QUALITY
6,2805,750-5306185110.23%-107
VANGUARD TOTAL STOCK MARKET ETF1,9041,658-2465524370.20%-115
INVESCO S&P SMALLCAP QUALITY ETF
S&P SMLCAP QTY
15,05914,330-7296385220.24%-116
FT VEST LADDERED DEEP BUFFER ETF
FT VEST DEEP ETF
09,051+9,05102210.10%+221
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