Fund HoldingsTWIN PEAKS WEALTH ADVISORS, LLC

Total Portfolio Value
$343.21M
Total Bought
$66.70M
Total Sold
$15.77M
Net Transaction
+$50.93M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES S&P 500 VALUE ETF31,92553,743+21,8186,59311,9093.47%+5,316
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
94,270140,637+46,3676,21410,4413.04%+4,227
VANGUARD S&P 500 ETF3,4747,297+3,8232,1264,6571.36%+2,531
ALPHA ARCHITECT US EQUITY 2 ETF
ALPHA ARCHITECT
049,139+49,13902,4300.71%+2,430
APPLE INC COM(AAPL)66,35370,177+3,82416,89519,2725.62%+2,377
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
ISHARES US EQUIT
155,055185,633+30,5789,17911,5003.35%+2,321
ISHARES CORE S&P 500 ETF13,24315,824+2,5818,86411,0313.21%+2,167
ALPHABET INC CAP STK CL C(GOOG)13,57616,086+2,5103,3065,2181.52%+1,912
ISHARES S&P 500 GROWTH ETF64,68177,369+12,6887,8089,4822.76%+1,673
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
8,85514,948+6,0932,2713,8481.12%+1,577
ISHARES S&P 100 ETF18,59522,528+3,9336,1897,7342.25%+1,545
CAMBRIA GLOBAL EW ETF
CAMBRIA GLOBAL
025,569+25,56901,3730.40%+1,373
ISHARES MSCI EAFE VALUE ETF0101,982+101,98208,0192.34%+8,019
ALPHABET INC CAP STK CL A(GOOG)10,05211,484+1,4322,4443,7251.09%+1,281
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
ISHA I IN TE ETF
102,411130,884+28,4733,4984,6251.35%+1,127
TEXAS INSTRS INC COM(TXN)05,114+5,11401,1190.33%+1,119
VANGUARD TOTAL INTERNATIONAL STOCK ETF21,43032,763+11,3331,5742,6910.78%+1,117
ISHARES MSCI ACWI EX U.S. ETF26,13838,234+12,0961,6992,7890.81%+1,090
VANGUARD TOTAL STOCK MARKET ETF3,8196,658+2,8391,2532,2810.66%+1,028
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
INTRNL RES EQT
011,761+11,76109550.28%+955
ISHARES GOLD TRUST(IAU)27,63130,709+3,0782,0112,9370.86%+926
STATE STREET SPDR S&P 500 ETF(SPY)7,1628,205+1,0434,7715,6941.66%+923
STATE STREET SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
20,64730,011+9,3641,6172,4500.71%+833
ISHARES CORE TOTAL USD BOND MARKET ETF
CORE UNIVRSL USD
0176,757+176,75708,2492.40%+8,249
NVIDIA CORPORATION COM(NVDA)41,88245,138+3,2567,8148,5782.50%+764
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
ISHA US THEM ETF
89,328106,317+16,9893,3824,1361.21%+754
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
47,13879,154+32,0161,0901,8240.53%+735
AMAZON COM INC COM(AMZN)034,589+34,58907,2192.10%+7,219
ISHARES U.S. AEROSPACE & DEFENSE ETF7,5139,376+1,8631,5722,2020.64%+630
JPMORGAN ACTIVE VALUE ETF
ACTIVE VALUE ETF
10,68217,290+6,6087371,3290.39%+592
TESLA INC COM(TSLA)6,2487,929+1,6812,7793,3090.96%+530
FT VEST LADDERED DEEP BUFFER ETF
FT VEST DEEP ETF
13,65330,568+16,9153778720.25%+494
FIRST TRUST ENHANCED SHORT MATURITY ETF
FIRST TR ENH NEW
118,959126,484+7,5257,1277,5882.21%+461
PGIM TOTAL RETURN BOND ETF
TOTA RETU BD ETF
25,58336,407+10,8241,0801,5350.45%+455
ELI LILLY & CO COM(LLY)1,0521,202+1508031,2560.37%+453
ISHARES MBS ETF18,77723,384+4,6071,7872,2340.65%+448
VANGUARD TOTAL BOND MARKET ETF017,286+17,28601,2840.37%+1,284
COSTCO WHOLESALE CORPORATION COM(COST)0803+80308010.23%+801
ISHARES 10-20 YEAR TREASURY BOND ETF28,78233,038+4,2562,9643,3670.98%+402
ISHARES MORNINGSTAR GROWTH ETF6,56810,426+3,8586851,0770.31%+392
ROBINHOOD MKTS INC COM CL A(HOOD)04,471+4,47103870.11%+387
MICRON TECHNOLOGY INC COM(MU)0990+99003800.11%+380
PGIM JENNISON INTERNATIONAL OPPORTUNITIES ETF
JENNISON INT OPP
7,05812,886+5,8284528060.23%+354
JPMORGAN ACTIVE GROWTH ETF
ACTIVE GROWTH
012,410+12,41001,1220.33%+1,122
CATERPILLAR INC COM(CAT)0470+47003490.10%+349
JPMORGAN CORE PLUS BOND ETF
CORE PLUS BD ETF
12,32919,616+7,2875869320.27%+345
JPMORGAN ACTIVE BOND ETF
ACTIVE BOND ETF
11,00917,314+6,3055969380.27%+342
ISHARES FLEXIBLE INCOME ACTIVE ETF24,46230,889+6,4271,3021,6370.48%+334
FIRST TRUST SMITH UNCONSTRAINED BOND ETF
SMIT UNCO BD ETF
228,098240,729+12,6315,7456,0711.77%+326
ADVANCED MICRO DEVICES INC COM(AMD)04,800+4,80001,0370.30%+1,037
COCA COLA CO COM(KO)03,789+3,78902950.09%+295
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
0205+20502930.09%+293
INVESCO QQQ TRUST SERIES I7,6907,991+3014,6174,9091.43%+292
BROADCOM INC COM(AVGO)4,8485,485+6371,6001,8860.55%+287
JPMORGAN U.S. TECH LEADERS ETF
U S TEC LEA ETF
03,280+3,28002790.08%+279
SCHWAB US AGGREGATE BOND ETF011,717+11,71702740.08%+274
ISHARES CORE S&P SMALL CAP ETF01,974+1,97402610.08%+261
PHILIP MORRIS INTL INC COM(PM)01,396+1,39602540.07%+254
GILEAD SCIENCES INC COM(GILD)01,649+1,64902500.07%+250
AMERICAN EXPRESS CO COM(AXP)0686+68602470.07%+247
MORGAN STANLEY COM NEW(MS)01,335+1,33502430.07%+243
RTX CORPORATION COM(RTX)01,239+1,23902430.07%+243
CHEVRON CORPORATION COM(CVX)01,329+1,32902430.07%+243
LAM RESEARCH CORP COM NEW(LRCX)01,054+1,05402420.07%+242
JOHNSON & JOHNSON COM(JNJ)1,9952,553+5583706090.18%+239
ISHARES RUSSELL MID-CAP VALUE ETF3,8825,123+1,2415427800.23%+238
MERCK & CO INC COM(MRK)01,983+1,98302330.07%+233
ISHARES SYSTEMATIC BOND ETF
SYSTEMATIC BD ET
02,563+2,56302310.07%+231
AMPHENOL CORP CL A01,586+1,58602290.07%+229
APPLIED MATLS INC COM1,4321,560+1282935160.15%+223
WALMART INC COM(WMT)04,888+4,88806310.18%+631
MARVELL TECHNOLOGY INC COM(MRVL)02,619+2,61902160.06%+216
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
CORE INTL AGGR
32,32237,223+4,9011,6561,8700.54%+215
GE VERNOVA INC COM(GEV)0267+26702140.06%+214
FIRST TRUST NASDAQ SEMICONDUCTOR ETF
NASDQ SEMCNDTR
4,4954,608+1135037160.21%+213
INVESCO S&P 500 MOMENTUM ETF01,748+1,74802120.06%+212
EXXON MOBIL CORP COM2,5163,264+7482844940.14%+210
ALIBABA GROUP HLDG LTD SPONSORED ADS(BABA)01,284+1,28402090.06%+209
ASTRAZENECA PLC ORD(AZN)01,108+1,10802080.06%+208
CITIGROUP INC COM NEW(C)01,678+1,67802080.06%+208
TR ACTIVEBETA US LARGE CAP EQUITY ETF01,531+1,53102050.06%+205
SIMON PPTY GROUP INC NEW COM(SPG)01,040+1,04002040.06%+204
INTEL CORP COM(INTC)04,061+4,06102040.06%+204
SCHWAB INTERNATIONAL EQUITY ETF07,625+7,62502010.06%+201
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
5,7896,441+6521,4291,6290.47%+200
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)1,2811,557+2763585530.16%+196
ISHARES CALIFORNIA MUNI BOND ETF08,965+8,96505200.15%+520
BERKSHIRE HATHAWAY INC DEL CL B NEW2,9683,386+4181,4921,6870.49%+194
MCKESSON CORP COM(MCK)899920+216948850.26%+191
KLA CORP COM NEW(KLAC)501507+65417310.21%+190
AVANTIS EMERGING MARKETS EQUITY ETF3,5525,263+1,7112674510.13%+184
ISHARES RUSSELL MID-CAP GROWTH ETF4,2275,686+1,4596027770.23%+175
FT VEST LADDERED NASDAQ BUFFER ETF
FT VEST NASD ETF
96,65998,327+1,6683,3683,5421.03%+174
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
RISNG DIVD ACHIV
33,69833,401-2972,2662,4330.71%+167
VANGUARD FTSE DEVELOPED MARKETS ETF3,6925,509+1,8172213770.11%+155
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
ST STR P500VAL
08,342+8,34204950.14%+495
FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF
S&P INTL DIVID
026,631+26,63105880.17%+588
FT VEST LADDERED BUFFER ETF
FT LADD BUFF ETF
258,428253,138-5,2908,6368,7742.56%+138
JPMORGAN BETABUILDERS U.S. EQUITY ETF
BETABUILDRS US
015,765+15,76501,9730.57%+1,973
VANGUARD MID-CAP ETF5,0815,359+2781,4921,6190.47%+126
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