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Lindsay Marie Rider

Twin Peaks Wealth Advisors, Llc

Assets Managed
$397.077M
Holdings
2369
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
15.7%(2Q avg: 16.47%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Twin Peaks Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2369 positions.

Assets under management

The assets under management (AUM) of Twin Peaks Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 397.077M in assets, with a quarterly growth rate of 15.7% and a 2-quarter average growth rate of 16.47%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 6.28%
4.77%
$18.928M
74,581 shares@ $253.79 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 51.4%
3.95%
$15.648M
23,956 shares@ $653.21 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 2.55%
2.94%
$11.636M
55,110 shares@ $211.15 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 45.16%
2.88%
$11.426M
65,518 shares@ $174.41 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 17.73%
2.6%
$10.302M
91,083 shares@ $113.11 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 4.61%
2.59%
$10.261M
147,108 shares@ $69.75 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -6.07%
2.56%
$10.144M
174,352 shares@ $58.18 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 15.74%
2.38%
$9.449M
204,563 shares@ $46.19 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 4.31%
2.25%
$8.916M
264,029 shares@ $33.78 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -3.64%
2.13%
$8.436M
14,745 shares@ $572.13 avg price

1-10 of 2369