Twin Peaks Wealth Advisors LLC Portfolio
Invests via TWIN PEAKS WEALTH ADVISORS, LLC | Managed by Lindsay Marie Rider
Invests via TWIN PEAKS WEALTH ADVISORS, LLC
Managed by Lindsay Marie Rider
Automatically Tracked
Company Profile
Regional wealth management and advisory firm TWIN PEAKS WEALTH ADVISORS, LLC provides fiduciary-focused financial planning, investment management and retirement planning services to high-net-worth individuals, families and small institutions. The firm emphasizes conservative multi-asset portfolios, tax-aware strategies and advisor-led client relationships. Competitive positioning targets affluent households in suburban and mountain markets with fee-based AUM revenue and referral-driven growth.
Regional wealth management and advisory firm TWIN PEAKS WEALTH ADVISORS, LLC provides fiduciary-focused financial planning, investment management and retirement planning services to high-net-worth individuals, families and small institutions. The firm emphasizes conservative multi-asset portfolios, tax-aware strategies and advisor-led client relationships. Competitive positioning targets affluent households in suburban and mountain markets with fee-based AUM revenue and referral-driven growth.
Investment Philosophy & Strategy
Focuses on fiduciary, advice-led wealth management emphasizing conservative, multi-asset portfolios and tax-aware implementation. Deploys fee-based AUM model with bespoke financial planning for high-net-worth households and small institutions, prioritizing downside risk control, income generation, and tax efficiency. Capital deployment favors diversified ETFs, muni and investment-grade fixed income, and selective alternatives to enhance yield. Growth driven by referral networks and regional niche specialization, with advisor-led stewardship and long-term client horizons.
Focuses on fiduciary, advice-led wealth management emphasizing conservative, multi-asset portfolios and tax-aware implementation. Deploys fee-based AUM model with bespoke financial planning for high-net-worth households and small institutions, prioritizing downside risk control, income generation, and tax efficiency. Capital deployment favors diversified ETFs, muni and investment-grade fixed income, and selective alternatives to enhance yield. Growth driven by referral networks and regional niche specialization, with advisor-led stewardship and long-term client horizons.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
68.16%
Gain -0.94%
Monthly
1.56%
Yearly
20.46%
Drawdown
20.1%
$444.91M
Equity
Holdings
$444.91M
Investment
$355.81M
$111.45M
Profit -$2.39M
Realized
$22.35M
Unrealized
$89.1M
Dividends
$12.42M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.94%
Profit
-$2.39M
Win %
68%
This Week
Compared To Last Week
Gain
-1.79%
Profit
-$8.11M
Win %
68%
This Month
Compared to last month
Gain
-0.31%
Profit
-$1.37M
Win %
68%
This Year
Compared to last year
Gain
1.64%
Profit
$6.49M
Win %
69%
FAS Direxion Daily Financial Bull 3x Shares
+2.43%
+$15,787.5 
RTX RTX Corporation
+2.36%
+$7,585.2 
PM Philip Morris International Inc.
+2.19%
+$7,021.16 
C Citigroup Inc.
+2.13%
+$5,109 
JPM JPMorgan Chase & Co.
+1.97%
+$17,609.07 
SHEL Shell plc
+1.91%
+$5,601.1 
KO The Coca-Cola Company
+1.68%
+$6,487.45 
GE General Electric Company
+1.66%
+$6,614.86 
TJX The TJX Companies, Inc.
+1.64%
+$3,393.78 
WFC Wells Fargo & Company
+1.61%
+$5,234.88 
HD The Home Depot, Inc.
+1.51%
+$5,099.65 
JNJ Johnson & Johnson
+1.41%
+$10,445.45 
DIS The Walt Disney Company
+1.4%
+$3,459.6 
LIN Linde plc
+1.24%
+$2,737.92 
PG Procter & Gamble Co
+1.2%
+$4,522.77 
COST Costco Wholesale Corporation
+1.16%
+$11,184.15 
MRK Merck & Co., Inc.
+1.1%
+$3,736.44 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.1%
+$5,775.43 
ITA iShares U.S. Aerospace & Defense ETF
+1.1%
+$3,260.4 
CVX Chevron Corporation
+1.1%
+$3,945.15 
FDEV Fidelity International Multi-Asset Fund
+1.09%
+$3,635.2 
T AT&T Inc.
+1.06%
+$3,120.5 
SPG Simon Property Group, Inc.
+1.05%
+$2,224.36 
TXN Texas Instruments Inc
+1.04%
+$12,006.66 
AXP American Express Company
+1.04%
+$3,677.28 
ADI Analog Devices, Inc.
+1.02%
+$2,699.27 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+1.01%
+$2,340.14 
XLP Consumer Staples Select Sector SPDR Fund
+1%
+$4,761.51 
FVD First Trust Value Line Dividend Index Fund
+0.96%
+$5,610.39 
HSBC HSBC Holdings plc Sponsored ADR
+0.92%
+$1,888.77 
LLY Eli Lilly and Company
+0.88%
+$14,680.94 
BAC Bank of America Corporation
+0.86%
+$3,188.87 
AAPL Apple Inc.
+0.84%
+$197,989.82 
GEW Cambria Global Equal Weight ETF
+0.83%
+$11,764.3 
FID First Trust S&P International Dividend ETF
+0.82%
+$4,908.91 
EFV iShares MSCI EAFE Value ETF
+0.81%
+$32,319.01 
V Visa Inc. Class A
+0.79%
+$6,594.92 
IVLU iShares MSCI International Value Factor ETF
+0.77%
+$1,820.65 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$15,558.97 
FIVA Fidelity International Value Factor ETF
+0.75%
+$1,708.87 
NVS Novartis AG Sponsored ADR
+0.71%
+$1,526.89 
WMT Walmart Inc.
+0.7%
+$5,121.1 
XOM Exxon Mobil Corporation
+0.66%
+$4,288.39 
FTCS First Trust Capital Strength ETF
+0.6%
+$6,080.54 
MCK McKesson Corporation
+0.59%
+$5,470.55 
MS Morgan Stanley
+0.57%
+$1,585.6 
EFA iShares MSCI EAFE ETF
+0.54%
+$1,693.44 
VYM Vanguard High Dividend Yield ETF
+0.49%
+$1,361.96 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.49%
+$12,209.6 
GS The Goldman Sachs Group, Inc.
+0.48%
+$2,762.67 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$4,150.74 
SCHF Schwab International Equity ETF
+0.46%
+$1,549.62 
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$1,985.07 
MA Mastercard Incorporated
+0.39%
+$2,007.59 
IVE ISHARES S&P 500 VALUE ETF
+0.35%
+$41,029.39 
MCD McDonald's Corporation
+0.34%
+$951.9 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.34%
+$1,050.7 
TLT iShares 20+ Year Treasury Bond ETF
+0.34%
+$791.64 
ABBV AbbVie Inc.
+0.31%
+$2,836.46 
EFG iShares MSCI EAFE Growth ETF
+0.3%
+$19,403.03 
JAVA JPMorgan Active Value ETF
+0.3%
+$4,074.59 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.3%
+$2,362.74 
IWD iShares Russell 1000 Value ETF
+0.28%
+$4,309.7 
VIG Vanguard Dividend Appreciation ETF
+0.25%
+$938.4 
FPE First Trust Preferred Securities and Income ETF
+0.23%
+$10,125.48 
WM Waste Management, Inc.
+0.23%
+$486.72 
CAT Caterpillar Inc.
+0.23%
+$909.67 
PWZ Invesco California AMT-Free Municipal Bond ETF
+0.22%
+$642.85 
NVDA NVIDIA Corporation
+0.21%
+$32,985.22 
TLH iShares 10-20 Year Treasury Bond ETF
+0.21%
+$7,206.53 
COWZ Pacer US Cash Cows 100 ETF
+0.21%
+$544.48 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.2%
+$1,917.13 
GNMA iShares GNMA Bond ETF
+0.2%
+$396.23 
GEV GE Vernova Inc.
+0.19%
+$827.6 
FTRB Federated Hermes Total Return Bond ETF
+0.19%
+$542.16 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
+0.18%
+$4,096.02 
FDRR Fidelity Dividend ETF for Rising Rates
+0.15%
+$483.42 
CORO Ishares International Country Rotational Active ETF
+0.14%
+$6,701.35 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.14%
+$413.76 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.13%
+$10,315.69 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$2,122.2 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
+0.12%
+$647.62 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$17,068.53 
JCPB JPMorgan Core Plus Bond ETF
+0.12%
+$1,186.56 
BINC iShares Flexible Income Active ETF
+0.12%
+$396.36 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$5,258.18 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.11%
+$4,057.64 
IEF iShares 7-10 Year Treasury Bond ETF
+0.11%
+$347.9 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$255.76 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.1%
+$220.65 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.09%
+$200.35 
FTSL First Trust Senior Loan ETF
+0.09%
+$1,784.52 
RDVY First Trust Rising Dividend Achievers ETF
+0.09%
+$2,606.66 
SAN Banco Santander S.A. Sponsored ADR
+0.07%
+$140.34 
JBND JPMorgan Active Bond ETF
+0.07%
+$685.89 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.07%
+$2,221.8 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.07%
+$2,701.02 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.06%
+$4,226.4 
LMUB iShares Long-Term National Muni Bond ETF
+0.06%
+$162.66 
MBB iShares MBS ETF
+0.06%
+$1,701.76 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.06%
+$1,279.11 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.06%
+$884.21 
SYSB iShares Systematic Bond ETF
+0.06%
+$170.95 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.05%
+$606.52 
CMF iShares California Muni Bond ETF
+0.05%
+$207.18 
FBND Fidelity Total Bond ETF
+0.05%
+$595.24 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.04%
+$114.24 
PTRB PGIM Total Return Bond ETF
+0.04%
+$542.85 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$2,616.65 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$95.4 
OPEN Opendoor Technologies Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TWLO Twilio Inc.
-10.82%
-$39,206.75 
MDB MongoDB Inc.
-7.7%
-$27,429.84 
CRWD CrowdStrike Holdings, Inc.
-7.32%
-$52,583.79 
PANW Palo Alto Networks, Inc.
-7.22%
-$109,258.04 
SNOW Snowflake Inc.
-7.06%
-$33,157.31 
DDOG Datadog, Inc. Class A Common Stock
-6.38%
-$15,198 
PLTR Palantir Technologies Inc.
-5.74%
-$26,265.82 
NOW ServiceNow, Inc.
-4.83%
-$18,627.69 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.44%
-$331,834.8 
SKYY First Trust Cloud Computing ETF
-4.22%
-$65,495.85 
IGV iShares Expanded Tech-Software Sector ETF
-4.21%
-$19,108.45 
WDC Western Digital Corporation
-4.17%
-$7,246.56 
SNDK SanDisk Corporation
-4.08%
-$14,174.32 
INTC Intel Corporation
-4.08%
-$20,838.73 
LITE Lumentum Holdings Inc.
-4.06%
-$8,749.44 
AMD Advanced Micro Devices, Inc.
-3.5%
-$92,589.91 
MU Micron Technology, Inc.
-3.45%
-$40,157.09 
JTEK JPMorgan U.S. Tech Leaders ETF
-3.33%
-$13,172.6 
LRCX Lam Research Corporation
-3.25%
-$13,328.27 
BAI iShares A.I. Innovation and Tech Active ETF
-3.23%
-$189,156.8 
ORCL Oracle Corporation
-3.21%
-$10,778.4 
CRM Salesforce Inc
-3.03%
-$16,527.25 
AMAT Applied Materials, Inc.
-2.96%
-$18,378.67 
ANET Arista Networks, Inc.
-2.94%
-$6,999.72 
KLAC KLA Corporation
-2.86%
-$26,152.64 
IPO Renaissance IPO ETF
-2.84%
-$7,354.86 
GLW Corning Incorporated
-2.68%
-$3,232.04 
MRVL Marvell Technology, Inc.
-2.64%
-$4,949.5 
AVGO Broadcom Inc.
-2.55%
-$54,497.94 
FDN First Trust Dow Jones Internet Index Fund
-2.51%
-$77,164.62 
NFLX Netflix, Inc.
-2.38%
-$10,355.17 
HOOD Robinhood Markets, Inc.
-2.16%
-$10,197 
META Meta Platforms Inc Class A
-2.14%
-$261,859 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-2.04%
-$15,693.25 
INTU Intuit Inc.
-1.93%
-$6,357.27 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$4,198.65 
FTXL First Trust Nasdaq Semiconductor ETF
-1.8%
-$21,601.16 
SOXQ Invesco PHLX Semiconductor ETF
-1.79%
-$3,186.65 
MTUM iShares MSCI USA Momentum Factor ETF
-1.75%
-$85,490.1 
IWP iShares Russell Mid-Cap Growth ETF
-1.73%
-$3,717.42 
CSCO Cisco Systems, Inc.
-1.73%
-$8,696.3 
VGT Vanguard Information Technology ETF
-1.7%
-$16,906.24 
ILDR First Trust Innovation Leaders ETF
-1.61%
-$3,656.76 
SMH VanEck Semiconductor ETF
-1.57%
-$7,331.48 
MSFT Microsoft Corp.
-1.53%
-$128,075.04 
DE Deere & Company
-1.5%
-$3,220.9 
ETN Eaton Corporation plc
-1.49%
-$3,113.19 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.47%
-$7,503.39 
FPX First Trust US Equity Opportunities ETF
-1.37%
-$81,750.65 
APH Amphenol Corporation
-1.37%
-$7,532.94 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$82,217.1 
QQQM Invesco NASDAQ 100 ETF
-1.35%
-$31,795.5 
GOOGL Alphabet Inc
-1.33%
-$55,782.08 
JGRO JPMorgan Active Growth ETF
-1.25%
-$15,465.24 
GOOG Alphabet Inc
-1.2%
-$65,428.56 
UNH UnitedHealth Group Incorporated
-1.16%
-$8,434.14 
IBM International Business Machines Corporation
-1.15%
-$2,875.64 
IWF iShares Russell 1000 Growth ETF
-1.12%
-$21,568.63 
SHOP Shopify Inc.
-1.08%
-$4,630.07 
EEM iShares MSCI Emerging Markets ETF
-1.03%
-$1,966.8 
VUG Vanguard Growth ETF
-1.02%
-$2,668.14 
ILCG iShares Morningstar Growth ETF
-0.98%
-$14,845.94 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-0.95%
-$3,292.47 
IEMG iShares Core MSCI Emerging Markets ETF
-0.92%
-$88,172.59 
IUSG iShares Core S&P U.S. Growth ETF
-0.9%
-$5,247.84 
TSLA Tesla, Inc.
-0.89%
-$27,400.68 
UBER Uber Technologies, Inc.
-0.87%
-$2,063.36 
FDMO Fidelity Momentum Factor ETF
-0.87%
-$2,972.7 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.87%
-$122,185.74 
VWO Vanguard FTSE Emerging Markets ETF
-0.85%
-$10,739 
BUFQ FT Nasdaq Buffer ETF July.
-0.79%
-$30,879.36 
DASH DoorDash, Inc.
-0.78%
-$2,316.34 
BLCR iShares Large Cap Core ACT ETF
-0.73%
-$36,602.64 
VB Vanguard Small-Cap ETF
-0.69%
-$7,603.2 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.6%
-$1,755.83 
BX Blackstone Inc.
-0.55%
-$1,031.53 
AZN AstraZeneca PLC American Depositary Shares
-0.55%
-$1,117.48 
AMZN Amazon.com Inc
-0.47%
-$43,082.4 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.46%
-$1,679.98 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.45%
-$14,327.68 
THRO iShares U.S. Thematic Rotation Active ETF
-0.44%
-$17,526.6 
TOPT iShares Top 20 U.S. Stocks ETF
-0.44%
-$991.23 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.44%
-$2,818.64 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.42%
-$1,385.08 
OEF iShares S&P 100 ETF
-0.42%
-$3,870.46 
MISL First Trust Indxx Aerospace & Defense ETF
-0.41%
-$814.81 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.41%
-$8,901.12 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.4%
-$53,520.78 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$34,060.01 
IWB iShares Russell 1000 ETF
-0.39%
-$965.25 
VOO Vanguard S&P 500 ETF
-0.39%
-$27,371.78 
XMHQ Invesco S&P MidCap Quality ETF
-0.39%
-$1,995.38 
FPXI First Trust International Equity Opportunities Fund
-0.38%
-$8,646.84 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$12,375.84 
IVV iShares Core S&P 500 ETF
-0.37%
-$131,993.15 
VONE Vanguard Russell 1000 ETF
-0.36%
-$3,391.92 
IALT iShares Systematic Alternatives Active ETF
-0.35%
-$11,546.95 
SDHY PGIM Short Duration High Yield Fund
-0.33%
-$860.6 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$2,174.39 
QUAL iShares MSCI USA Quality Factor ETF
-0.3%
-$1,922.8 
VO Vanguard Mid-Cap ETF
-0.23%
-$3,905.91 
IJR iShares Core S&P Small-Cap ETF
-0.23%
-$791.12 
FQAL Fidelity Quality Factor ETF
-0.22%
-$520.79 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.18%
-$1,974.12 
BUFR FT Vestladder Buffer ETF-USD I
-0.17%
-$17,275.24 
XSHQ Invesco S&P SmallCap Quality ETF
-0.16%
-$923.77 
JGLO JPMorgan Global Select Equity ETF
-0.16%
-$438.95 
PJIO PGIM Jennison International Opportunities Fund
-0.15%
-$1,065.91 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.14%
-$1,359.52 
FVAL Fidelity Value Factor ETF
-0.1%
-$220.41 
IWS iShares Russell Mid-Cap Value ETF
-0.05%
-$410.88 
MUB iShares National Muni Bond ETF
-0.03%
-$110.11 
AAEQ Alpha Architect US Equity 2 ETF
-0.02%
-$491.39 
IAU iShares Gold Trust
-0.01%
-$174.17 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 5914 | Longs Won 3974/5914 67% | Profit Factor 12.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $173,734.54 |
| Average Win $30,583.96 | Best Trade (Oct 16) $7.05M | Sharpe Ratio -12.04 |
| Average Loss -$5,203.69 | Worst Trade (Oct 15) -$337,752.01 | Z-Score 2.07 (96.18%) |
| Commissions $0 | Avg. Trade Length 6m 5d | Expectancy $18,844.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAEQ Alpha Architect US Equity 2 ETF | 49,139 | $2.43M | $2.72M | - | $287,453.7 | 11.83% | -0.018% |
| AAPL Apple Inc. | 68,986 | $14.55M | $23.79M | - | $9.24M | 63.55% | +0.839% |
| ABBV AbbVie Inc. | 3,187 | $541,731.32 | $906,032.23 | - | $364,300.91 | 67.25% | +0.314% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 44,436 | $2.65M | $3.32M | - | $664,100.99 | 25.01% | +0.067% |
| ADI Analog Devices, Inc. | 652 | $210,308.21 | $266,074.68 | - | $55,766.47 | 26.52% | +1.025% |
| AMAT Applied Materials, Inc. | 1,446 | $281,073.88 | $603,415.8 | - | $322,341.92 | 114.68% | -2.956% |
| AMD Advanced Micro Devices, Inc. | 4,700 | $771,037.46 | $2.55M | - | $1.78M | 230.71% | -3.504% |
| AMZN Amazon.com Inc | 36,204 | $6.26M | $9.18M | - | $2.92M | 46.62% | -0.467% |
| ANET Arista Networks, Inc. | 1,282 | $157,394.28 | $230,913.84 | - | $73,519.56 | 46.71% | -2.942% |
| APH Amphenol Corporation | 6,756 | $232,659 | $543,013.5 | - | $310,354.5 | 133.39% | -1.368% |
| ASML ASML Holding N.V. New York Registry Shares | 290 | $355,186.88 | $482,642.65 | - | $127,455.77 | 35.88% | +0.413% |
| AVGO Broadcom Inc. | 6,200 | $1.34M | $2.08M | - | $736,569.21 | 54.81% | -2.553% |
| AXP American Express Company | 1,128 | $395,522.39 | $357,722.64 | - | -$37,799.75 | -9.56% | +1.039% |
| AZN AstraZeneca PLC American Depositary Shares | 1,228 | $220,201.74 | $203,565.56 | - | -$16,636.18 | -7.55% | -0.546% |
| BAC Bank of America Corporation | 7,166 | $359,823.05 | $373,671.07 | - | $13,848.02 | 3.85% | +0.861% |
| BAI iShares A.I. Innovation and Tech Active ETF | 135,112 | $4.42M | $5.67M | - | $1.25M | 28.19% | -3.231% |
| BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 11,775 | $544,793.25 | $520,926 | - | -$23,867.25 | -4.38% | +0.124% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 15,616 | $1.55M | $2.17M | - | $620,030.02 | 40.12% | -0.409% |
| BINC iShares Flexible Income Active ETF | 6,606 | $350,101.54 | $335,254.5 | - | -$14,847.04 | -4.24% | +0.118% |
| BLCR iShares Large Cap Core ACT ETF | 101,674 | $4.35M | $5M | - | $650,246.37 | 14.94% | -0.726% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Twin Peaks Wealth Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI USA Quality Factor ETF - $2.16M, iShares Core S&P 500 ETF - $2.05M, iShares MSCI EAFE Value ETF - $2.02M, iShares Core MSCI Emerging Markets ETF - $1.06M, and First Trust TCW Opportunistic Fixed Income Fund - $1.04M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Adobe Inc - $327,260.03, Opendoor Technologies Inc - $178,286.4, MongoDB Inc - $167,221.04, UnitedHealth Group Incorporated - $106,899.69, and Salesforce Inc - $87,630.21. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Twin Peaks Wealth Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.42M earned over time. The largest contributors to dividend income include First Trust TCW Opportunistic Fixed Income Fund - $1.13M, iShares Core Universal USD Bond ETF - $870,561.58, First Trust Enhanced Short Maturity Fund - $849,650.1, First Trust Preferred Securities and Income ETF - $831,821.87, and First Trust TCW Unconstrained Plus Bond ETF - $744,452. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Twin Peaks Wealth Advisors LLC's monthly returns?
Twin Peaks Wealth Advisors LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Twin Peaks Wealth Advisors LLC's strategy be considered aggressive or moderate?
Twin Peaks Wealth Advisors LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Twin Peaks Wealth Advisors LLC's strategy?
Twin Peaks Wealth Advisors LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
2026 © Marketlog. All Rights Reserved.
