0001085146-24-001980.txt : 20240423 0001085146-24-001980.hdr.sgml : 20240423 20240423171538 ACCESSION NUMBER: 0001085146-24-001980 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240423 DATE AS OF CHANGE: 20240423 EFFECTIVENESS DATE: 20240423 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: 24865832 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 03-31-2024 03-31-2024 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 04-23-2024 0 126 180089145 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 426842 2344 SH SOLE 0 0 2344 ADOBE INC COM 00724F101 446066 884 SH SOLE 0 0 884 ADVANCED MICRO DEVICES INC COM 007903107 568002 3147 SH SOLE 0 0 3147 AIRBNB INC COM CL A 009066101 323487 1961 SH SOLE 0 0 1961 ALPHABET INC CAP STK CL A 02079K305 1570231 10403 SH SOLE 0 0 10403 ALPHABET INC CAP STK CL C 02079K107 1735307 11397 SH SOLE 0 0 11397 AMAZON COM INC COM 023135106 5567280 30864 SH SOLE 0 0 30864 APPLE INC COM 037833100 9773503 56995 SH SOLE 0 0 56995 APPLIED MATLS INC COM 038222105 230565 1118 SH SOLE 0 0 1118 ARK ETF TR INNOVATION ETF 00214Q104 354452 7077 SH SOLE 0 0 7077 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1251468 2976 SH SOLE 0 0 2976 BLACKROCK ETF TRUST US EQT FACTOR 09290C103 2342718 52763 SH SOLE 0 0 52763 BLACKROCK ETF TRUST II 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