Twin Peaks Wealth Advisors, LLC ETF holdings
San Francisco, CA
Reported $325.9M in 136 ETFs in its Form 13F for June 30, 2026.
ETF value
$325.9M
ETFs held
136
Change from prior quarter
+18.1%
With price moves
ETFs as a share of its 13F
73.8%
of $441.5M
Top 10 of 136 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $34.3M | 45,752 | +21,796 shares |
| IUSB | iShares Core Universal USD Bond ETF | $14.3M | 310,337 | +105,774 shares |
| IVW | iShares S&P 500 Growth ETF | $13.7M | 99,338 | +8,255 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $13.2M | 194,621 | +20,269 shares |
| IVE | iShares S&P 500 Value ETF | $11.2M | 49,433 | −5,677 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $10.2M | 123,319 | −23,789 shares |
| BUFR | FT Vest Laddered Buffer ETF | $9.7M | 265,773 | +1,744 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $8.4M | 11,241 | +3,054 shares |
| FIXD | First Trust Smith Opportunistic Fixed Income ETF | $8.2M | 187,558 | −2,212 shares |
| FTSM | First Trust Enhanced Short Maturity ETF | $7.7M | 128,899 | −6,989 shares |
126 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002006218. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Twin Peaks Wealth Advisors, LLC own?
Twin Peaks Wealth Advisors, LLC reported 136 ETF positions worth $325.9M in its Form 13F for June 30, 2026. The largest was IVV, at $34.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.