• 13F History

TWIN PEAKS WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$220M
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 140 stock holdings with total value $220M as of Q1 2025. Top holdings included AAPL, IVV, FIXD, META, and IUSB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 140 $220M +$20.4M -$20.3M +$165K AAPL, IVV, FIXD, META, IUSB 13F-HR 4/16/2025, 01:51 PM
Q4 2024 139 $236M +$20.4M -$6.88M +$13.6M AAPL, IVV, FIXD, BUFR, META 13F-HR 2/4/2025, 03:32 PM
Q3 2024 131 $217M +$19.7M -$10.6M +$9.15M AAPL, IVV, FIXD, META, BUFR 13F-HR 10/25/2024, 03:42 PM
Q2 2024 128 $200M +$25.4M -$6.67M +$18.8M AAPL, FIXD, IVV, META, BUFR 13F-HR 7/31/2024, 12:06 PM
Q1 2024 125 $180M +$25.3M -$10.3M +$15M FIXD, AAPL, IVV, FTSM, META 13F-HR 4/23/2024, 05:15 PM
Q4 2023 122 $157M AAPL, IVV, FIXD, FTSM, UCON 13F-HR 1/17/2024, 02:41 PM