13F Filings History of TWIN PEAKS WEALTH ADVISORS, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$342,999,337
Signature - Title
Lindsay Marie Rider - 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 184 stock holdings with total value $342,999,337 as of Q4 2025. Top holdings included AAPL, IVE, DYNF, IVV, and IEMG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 184 $342,999,337 +$56,496,638 -$12,805,375 +$43,691,263 AAPL, IVE, DYNF, IVV, IEMG 13F-HR 10 Feb 2026, 14:29
Q3 2025 164 $292,767,316 +$18,930,020 -$44,684,119 -$25,754,099 AAPL, META, DYNF, IVV, FIXD 13F-HR 30 Oct 2025, 11:09
Q2 2025 2,270 $308,478,553 +$66,904,615 -$16,399,062 +$50,505,553 AAPL, META, FIXD, IVV, QUAL 13F-HR 13 Aug 2025, 15:51
Q1 2025 140 $219,501,639 +$20,447,935 -$20,282,917 +$165,018 AAPL, IVV, FIXD, META, IUSB 13F-HR 16 Apr 2025, 13:51
Q4 2024 139 $235,711,113 +$20,440,965 -$6,878,891 +$13,562,074 AAPL, IVV, FIXD, BUFR, META 13F-HR 04 Feb 2025, 15:32
Q3 2024 131 $216,869,998 +$19,703,510 -$10,558,501 +$9,145,009 AAPL, IVV, FIXD, META, BUFR 13F-HR 25 Oct 2024, 15:42
Q2 2024 128 $200,422,322 +$25,443,423 -$6,674,870 +$18,768,553 AAPL, FIXD, IVV, META, BUFR 13F-HR 31 Jul 2024, 12:06
Q1 2024 126 $180,089,145 +$25,349,130 -$10,347,350 +$15,001,780 FIXD, AAPL, IVV, FTSM, META 13F-HR 23 Apr 2024, 17:15
Q4 2023 122 $156,551,825 $0 $0 $0 AAPL, IVV, FIXD, FTSM, UCON 13F-HR 17 Jan 2024, 14:41