TWIN PEAKS WEALTH ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Burlingame, CA
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
2,369
Total value ($000)
$397,077
Net value change ($000)
+53,869 (15.7%)
New positions
2185
Sold out positions
0
Turnover %
14.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
EFG 4,948 NEW
IVV 4,617 41.9%
IDEF 3,565 NEW
BLCR 3,388 NEW
NVDA 2,848 33.2%
GOVT 2,243 123.0%
FIIG 1,576 134.9%
SDVY 1,407 NEW
JIRE 1,392 145.8%
IUSB 1,200 14.5%
Top Reduces (Value $000, Stocks/ETFs)
OEF -7,181 -92.8%
ITA -2,081 -94.5%
META -1,927 -18.6%
IAU -1,638 -55.8%
DYNF -1,356 -11.8%
BBIN -1,230 -99.4%
GOOGL -811 -15.5%
MSFT -715 -11.7%
FDN -531 -16.7%
TSLA -462 -14.0%
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