0001085146-24-000266.txt : 20240117 0001085146-24-000266.hdr.sgml : 20240117 20240117144149 ACCESSION NUMBER: 0001085146-24-000266 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240117 DATE AS OF CHANGE: 20240117 EFFECTIVENESS DATE: 20240117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TWIN PEAKS WEALTH ADVISORS, LLC CENTRAL INDEX KEY: 0002006218 ORGANIZATION NAME: IRS NUMBER: 811580168 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23512 FILM NUMBER: 24538021 BUSINESS ADDRESS: STREET 1: 1008 CAROLAN AVE STREET 2: UNIT 1301 CITY: BURLINGAME STATE: CA ZIP: 94010 BUSINESS PHONE: (650) 200-0308 MAIL ADDRESS: STREET 1: 1008 CAROLAN AVE STREET 2: UNIT 1301 CITY: BURLINGAME STATE: CA ZIP: 94010 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002006218 XXXXXXXX 12-31-2023 12-31-2023 false Twin Peaks Wealth Advisors, LLC

1008 Carolan Ave Unit 1301 Burlingame CA 94010

13F HOLDINGS REPORT 028-23512 000323817 801-126874 N KATRINA HERMANSON (650) 200-0308 /s/KATRINA HERMANSON BURLINGAME CA 01-17-2024 0 122 156551825 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 360770 2328 SH SOLE 0 0 2328 ADOBE INC COM 00724F101 597793 1002 SH SOLE 0 0 1002 ADVANCED MICRO DEVICES INC COM 007903107 465079 3155 SH SOLE 0 0 3155 AIRBNB INC COM CL A 009066101 343754 2525 SH SOLE 0 0 2525 ALPHABET INC CAP STK CL A 02079K305 1576779 11287 SH SOLE 0 0 11287 ALPHABET INC CAP STK CL C 02079K107 1663820 11806 SH SOLE 0 0 11806 AMAZON COM INC COM 023135106 4839772 31853 SH SOLE 0 0 31853 APPLE INC COM 037833100 11916515 61894 SH SOLE 0 0 61894 ARK ETF TR INNOVATION ETF 00214Q104 375812 7176 SH SOLE 0 0 7176 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1089596 3055 SH SOLE 0 0 3055 BROADCOM INC COM 11135F101 382905 343 SH SOLE 0 0 343 COINBASE GLOBAL INC COM CL A 19260Q107 502281 2888 SH SOLE 0 0 2888 COSTCO WHSL CORP NEW COM 22160K105 257487 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SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 451234 6264 SH SOLE 0 0 6264 SERVICENOW INC COM 81762P102 296019 419 SH SOLE 0 0 419 SHOPIFY INC CL A 82509L107 363248 4663 SH SOLE 0 0 4663 SOFI TECHNOLOGIES INC COM 83406F102 109420 10997 SH SOLE 0 0 10997 SPDR S&P 500 ETF TR TR UNIT 78462F103 3781019 7954 SH SOLE 0 0 7954 SPDR SER TR PORTFLI INTRMDIT 78464A672 683833 23943 SH SOLE 0 0 23943 SPDR SER TR PORTFOLIO S&P500 78464A854 640324 11454 SH SOLE 0 0 11454 STARBUCKS CORP COM 855244109 217847 2269 SH SOLE 0 0 2269 TESLA INC COM 88160R101 2635595 10606 SH SOLE 0 0 10606 TWILIO INC CL A 90138F102 429859 5665 SH SOLE 0 0 5665 UBER TECHNOLOGIES INC COM 90353T100 656090 10656 SH SOLE 0 0 10656 UNITEDHEALTH GROUP INC COM 91324P102 230145 437 SH SOLE 0 0 437 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 906208 11765 SH SOLE 0 0 11765 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 551478 7498 SH SOLE 0 0 7498 VANGUARD INDEX FDS MID CAP ETF 922908629 209841 902 SH SOLE 0 0 902 VANGUARD INDEX 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