TWIN PEAKS WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$236M
Signature - Title
Tammi Ellis - Compliance Consultant
Location
Burlingame, CA
Summary
This page shows a list of all the recent 13F filings made by TWIN PEAKS WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TWIN PEAKS WEALTH ADVISORS, LLC reported 139 stock holdings with total value $236M as of Q4 2024. Top holdings included AAPL, IVV, FIXD, BUFR, and META.
Holdings Value