TWIN PEAKS WEALTH ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
Burlingame, CA
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
184
Total value ($000)
$343,208
Net value change ($000)
+50,441 (17.2%)
New positions
32
Sold out positions
12
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVE 5,316 80.6%
IEMG 4,227 68.0%
VOO 2,531 119.0%
AAEQ 2,430 NEW
AAPL 2,377 14.1%
DYNF 2,321 25.3%
IVV 2,167 24.4%
GOOGL 1,912 57.8%
IVW 1,674 21.4%
MTUM 1,577 69.4%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -2,777 -36.0%
META -1,676 -13.9%
FDN -638 -16.7%
UBER -636 -70.1%
EFG -635 -100.0%
FIXD -630 -7.3%
CIBR -603 -11.2%
DOCS -564 -100.0%
DASH -420 -55.2%
MSFT -410 -6.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type