Twin Peaks Wealth Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Burlingame, CA
CIK
0002006218
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
126
180,089
FIXD, AAPL, IVV, FTSM
13F-HR
4/23/2024
000108514624001980
Q4 2023
122
156,551
AAPL, IVV, FIXD, FTSM
13F-HR
1/17/2024
000108514624000266