Fund Holdings — TWIN PEAKS WEALTH ADVISORS, LLC

Total Portfolio Value
$292.77M
Total Bought
$26.29M
Total Sold
$44.26M
Net Transaction
-$17.97M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ISHARES S&P 100 ETF9,43818,595+9,1573,0166,1892.11%+3,173
APPLE INC COM(AAPL)62,33866,353+4,01514,31616,8955.77%+2,579
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
ISHARES US EQUIT
122,064155,055+32,9916,9709,1793.14%+2,209
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
ISHA I IN TE ETF
44,438102,411+57,9731,4373,4981.19%+2,061
ISHARES U.S. AEROSPACE & DEFENSE ETF1157,513+7,398231,5720.54%+1,549
ISHARES 10-20 YEAR TREASURY BOND ETF19,98328,782+8,7992,0122,9641.01%+952
ISHARES GOLD TRUST(IAU)17,60927,631+10,0221,1112,0110.69%+900
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
85,77994,270+8,4915,3236,2142.12%+892
ALPHABET INC CAP STK CL C(GOOG)11,95513,576+1,6212,4413,3061.13%+866
ISHARES S&P 500 VALUE ETF28,92531,925+3,0005,7976,5932.25%+796
TESLA INC COM(TSLA)6,2196,248+292,1202,7790.95%+659
DOORDASH INC CL A(DASH)8692,797+1,9282307610.26%+531
ISHARES CORE S&P 500 ETF12,91113,243+3328,3378,8643.03%+527
ALPHABET INC CAP STK CL A(GOOG)9,57210,052+4801,9462,4440.83%+497
FT VEST LADDERED BUFFER ETF
FT LADD BUFF ETF
250,672258,428+7,7568,1948,6362.95%+442
OPENDOOR TECHNOLOGIES INC COM(OPEN)79,71378,691-1,0221976270.21%+430
SPDR S&P 500 ETF TRUST(SPY)6,8227,162+3404,3854,7711.63%+386
ISHARES S&P 500 GROWTH ETF64,18864,681+4937,4357,8082.67%+373
VANGUARD TOTAL INTERNATIONAL STOCK ETF17,64621,430+3,7841,2531,5740.54%+321
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
ISHA US THEM ETF
84,29189,328+5,0373,1033,3821.16%+279
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
CORE INTL AGGR
26,96332,322+5,3591,3781,6560.57%+278
FIRST TRUST NASDAQ CYBERSECURITY ETF
NASDAQ CYB ETF
70,63370,822+1895,1075,3831.84%+276
AVANTIS EMERGING MARKETS EQUITY ETF03,552+3,55202670.09%+267
UNITEDHEALTH GROUP INC COM(UNH)1,4671,884+4173846500.22%+267
ISHARES MBS ETF16,32918,777+2,4481,5291,7870.61%+258
NVIDIA CORPORATION COM(NVDA)41,30941,882+5737,5667,8142.67%+248
FIRST TRUST SMITH UNCONSTRAINED BOND ETF
SMIT UNCO BD ETF
221,001228,098+7,0975,5105,7451.96%+236
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
8,2958,855+5602,0562,2710.78%+215
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
1,0161,246+2307179300.32%+213
ISHARES FLEXIBLE INCOME ACTIVE ETF20,63624,462+3,8261,0911,3020.44%+211
VANGUARD MID-CAP ETF4,5505,081+5311,3001,4920.51%+192
VANGUARD TOTAL STOCK MARKET ETF3,4093,819+4101,0781,2530.43%+176
PGIM JENNISON INTERNATIONAL OPPORTUNITIES ETF
JENNISON INT OPP
4,6017,058+2,4572824520.15%+170
GOLDMAN SACHS GROUP INC COM(GS)483647+1643595150.18%+156
INVESCO PHLX SEMICONDUCTOR ETF
INVESCO PHLX SM
3,2486,006+2,7581493010.10%+152
FIRST TRUST ENHANCED SHORT MATURITY ETF
FIRST TR ENH NEW
116,759118,959+2,2007,0017,1272.43%+125
VANGUARD S&P 500 ETF3,3933,474+812,0052,1260.73%+122
FIRST TRUST CLOUD COMPUTING ETF
CLOUD COMPUTING
11,90911,459-4501,4261,5400.53%+114
ELI LILLY & CO COM(LLY)1,0781,052-266898030.27%+114
BERKSHIRE HATHAWAY INC DEL CL B NEW2,9332,968+351,3801,4920.51%+112
FIRST TRUST US EQUITY OPPORTUNITIES ETF37,32635,575-1,7515,8025,9112.02%+109
FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
SMITH OPPORT FXD
195,132195,178+468,5658,6702.96%+105
MCKESSON CORP COM(MCK)904899-55956940.24%+99
MONGODB INC CL A(MDB)95195101982950.10%+98
ORACLE CORP COM(ORCL)2,0542,193+1395216170.21%+95
PALO ALTO NETWORKS INC COM(PANW)9381,270+3321652590.09%+94
FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF
INTER GRADE ETF
50,08653,992+3,9061,0551,1460.39%+91
ABBVIE INC COM(ABBV)2,8912,858-335746620.23%+87
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
RISNG DIVD ACHIV
33,62133,698+772,1812,2660.77%+85
ISHARES RUSSELL 1000 GROWTH ETF5,0365,020-162,2682,3510.80%+84
CROWDSTRIKE HLDGS INC CL A(CRWD)1,3641,378+145946760.23%+81
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)1,1371,281+1442783580.12%+80
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
44,32147,138+2,8171,0141,0900.37%+76
BROADCOM INC COM(AVGO)4,8714,848-231,5241,6000.55%+76
ISHARES RUSSELL 1000 VALUE ETF8,6308,717+871,7031,7750.61%+72
ISHARES MSCI ACWI EX U.S. ETF26,04026,138+981,6271,6990.58%+72
JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF
BETABUILDERS US
11,42012,799+1,3795265970.20%+71
JPMORGAN CORE PLUS BOND ETF
CORE PLUS BD ETF
10,99012,329+1,3395165860.20%+70
JPMORGAN ACTIVE BOND ETF
ACTIVE BOND ETF
9,83611,009+1,1735265960.20%+70
HIMS & HERS HEALTH INC COM CL A(HIMS)2,7253,527+8021312000.07%+69
JPMORGAN CHASE & CO. COM(JPM)2,1402,204+646276950.24%+69
INVESCO QQQ TRUST SERIES I7,8427,690-1524,5494,6171.58%+68
FIRST TRUST DOW JONES INTERNET INDEX FUND13,81513,647-1683,7513,8191.30%+68
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF2,1822,834+6522042700.09%+65
FT VEST LADDERED NASDAQ BUFFER ETF
FT VEST NASD ETF
96,48896,659+1713,3033,3681.15%+65
FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF
INTL EQUITY OPP
39,02238,102-9202,2202,2830.78%+63
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
5,7465,789+431,3721,4290.49%+57
UBER TECHNOLOGIES INC COM(UBER)9,2919,253-388529070.31%+54
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF2,3892,856+4672332850.10%+52
BANK AMERICA CORP COM4,4805,115+6352132640.09%+51
JOHNSON & JOHNSON COM(JNJ)1,8461,995+1493193700.13%+51
KLA CORP COM NEW(KLAC)526501-254925410.18%+48
FIRST TRUST NASDAQ SEMICONDUCTOR ETF
NASDQ SEMCNDTR
4,4954,49504565030.17%+47
PGIM TOTAL RETURN BOND ETF
TOTA RETU BD ETF
24,76125,583+8221,0331,0800.37%+47
SNOWFLAKE INC COM SHS(SNOW)1,3861,380-62683110.11%+44
VANGUARD FTSE DEVELOPED MARKETS ETF3,0413,692+6511782210.08%+44
JPMORGAN ACTIVE VALUE ETF
ACTIVE VALUE ETF
10,51110,682+1716957370.25%+42
SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
20,87020,647-2231,5781,6170.55%+39
VANGUARD HIGH DIVIDEND YIELD INDEX ETF1,1891,427+2381622010.07%+39
PACER US SMALL CAP CASH COWS ETF
US SM CAP CA ETF
20,98520,665-3208689050.31%+37
FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF
LTD DUR INVT ETF
24,24326,029+1,7864655000.17%+35
MASTERCARD INCORPORATED CL A(MA)618684+663553890.13%+34
VISA INC COM CL A(V)1,5501,626+765225550.19%+33
SERVICENOW INC COM(NOW)352359+73013310.11%+30
VANGUARD RUSSELL 1000 ETF
VNG RUS1000IDX
2,7082,70807918190.28%+28
ARK INNOVATION ETF
INNOVATION ETF
2,3632,428+651812100.07%+28
VANGUARD FTSE EMERGING MARKETS ETF8,2208,252+324214470.15%+26
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND2,0542,05403433680.13%+25
APPLIED MATLS INC COM1,4321,43202702930.10%+23
ISHARES CORE S&P U.S. GROWTH ETF3,5313,53105585810.20%+23
ISHARES RUSSELL MID-CAP VALUE ETF3,8493,882+335225420.19%+20
FT VEST LADDERED DEEP BUFFER ETF
FT VEST DEEP ETF
13,18813,653+4653583770.13%+20
ISHARES MORNINGSTAR GROWTH ETF6,5466,568+226666850.23%+19
EXXON MOBIL CORP COM2,5012,516+152652840.10%+18
TWILIO INC CL A(TWLO)4,0174,000-173834000.14%+18
INTERNATIONAL BUSINESS MACHS COM(IBM)997891-1062342510.09%+17
FIDELITY TOTAL BOND ETF27,14827,233+851,2431,2590.43%+16
ADOBE INC COM(ADBE)762775+132582730.09%+16
WELLS FARGO CO NEW COM(WFC)2,7342,776+422172330.08%+15
ISHARES RUSSELL MID-CAP GROWTH ETF4,1854,227+425876020.21%+15
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TWIN PEAKS WEALTH ADVISORS, LLC — 13F Holdings — Q3 2025 | TickerTrail