TWIN PEAKS WEALTH ADVISORS, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 441,523
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 226 | 441,523 | 13F-HR | TWIN PEAKS WEALTH ADVISORS, LLC |
| Q1 2026 | 5/8/2026 | 2,369 | 397,077 | 13F-HR | TWIN PEAKS WEALTH ADVISORS, LLC |
| Q4 2025 | 2/10/2026 | 184 | 343,208 | 13F-HR | TWIN PEAKS WEALTH ADVISORS, LLC |
| Q3 2025 | 10/30/2025 | 164 | 292,767 | 13F-HR | TWIN PEAKS WEALTH ADVISORS, LLC |
| Q2 2025 | 8/13/2025 | 2,273 | 308,767 | 13F-HR | TWIN PEAKS WEALTH ADVISORS, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 115.6 K | 26.2% | 0 | 5.387 K | -5.387 K |
| ETFs | 325.9 K | 73.8% | 49.87 K | 0 | 49.87 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
441,523
Holdings
226
QoQ value change ($000)
44,446
(11.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.