Tailwinds Wealth, LLC reported 48 positions worth $59.99M for the quarter ended Jun 30, 2026, up 114.6% on the prior quarter. It opened 4 new positions, added to 43, trimmed 1 and exited 2. Its largest holding is Nvidia Corp at 8.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +5,660 | +57.5% | $1.64M | 7.48% |
| AVGO Broadcom Inc. | +4,232 | +185.2% | $1.60M | 4.1% |
| NVDA Nvidia Corp | +7,832 | +48.0% | $1.57M | 8.05% |
| MSFT Microsoft Corp | +3,732 | +86.2% | $1.39M | 5.01% |
| AMZN Amazon Com Inc | +4,638 | +65.9% | $1.11M | 4.64% |
| PGR Progressive Corp | +4,137 | +196.3% | $903.75K | 2.27% |
| CHE Chemed Corp | +1,770 | +175.2% | $824.39K | 2.16% |
| NOW ServiceNow, Inc. | +8,295 | +209.5% | $823.53K | 2.03% |
| APH Amphenol Corp | +8,826 | +118.2% | $778.15K | 2.39% |
| JPM Jpmorgan Chase & Co | +2,244 | +71.1% | $734.63K | 2.95% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 24.1K | $4.83M | 8.05% | +7,832 | +48.0% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 15.5K | $4.49M | 7.48% | +5,660 | +57.5% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 8,061 | $3.01M | 5.01% | +3,732 | +86.2% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 11.7K | $2.78M | 4.64% | +4,638 | +65.9% | Added | 0% |
| 5 | AVGO Broadcom Inc. | Technology | 6,517 | $2.46M | 4.1% | +4,232 | +185.2% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 6,400 | $2.29M | 3.81% | +2,002 | +45.5% | Added | 0% |
| 7 | AMD Advanced Micro Devices Inc | Technology | 3,422 | $1.99M | 3.31% | +1,125 | +49.0% | Added | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 5,398 | $1.77M | 2.95% | +2,244 | +71.1% | Added | 0% |
| 9 | CRWD CrowdStrike Holdings, Inc. | Technology | 7,816 | $1.49M | 2.49% | +3,696 | +89.7% | Added | 0% |
| 10 | APH Amphenol Corp | Industrials | 16.3K | $1.44M | 2.39% | +8,826 | +118.2% | Added | 0% |
| 11 | PGR Progressive Corp | Financial Services | 6,245 | $1.36M | 2.27% | +4,137 | +196.3% | Added | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 3,189 | $1.34M | 2.24% | +1,229 | +62.7% | Added | 0% |
| 13 | V Visa Inc. | Financial Services | 3,908 | $1.34M | 2.24% | +2,107 | +117.0% | Added | 0% |
| 14 | LLY ELI LILLY & Co | Healthcare | 1,088 | $1.31M | 2.18% | +461 | +73.5% | Added | 0% |
| 15 | CHE Chemed Corp | Healthcare | 2,780 | $1.29M | 2.16% | +1,770 | +175.2% | Added | 0.02% |
Tip. Select a row to see that position’s full history at Tailwinds Wealth.
As of its Q2 2026 13F filing, Tailwinds Wealth, LLC’s five largest positions were Nvidia Corp (NVDA) at 8.1%, Apple Inc. (AAPL) at 7.5%, Microsoft Corp (MSFT) at 5.0%, Amazon Com Inc (AMZN) at 4.6%, Broadcom Inc. (AVGO) at 4.1% of the reported portfolio.
Tailwinds Wealth, LLC reported a 13F portfolio worth $59.99M across 48 positions for Q2 2026. That is up 114.6% from the previous quarter.
Its largest purchases by value were Apple Inc. ($1.64M), Broadcom Inc. ($1.60M), Nvidia Corp ($1.57M). It opened 4 new positions.
Its largest sales by value were Accenture plc ($352.36K), Boston Scientific Corp ($203.94K), Wells Fargo & Company ($5.62K). It exited 2 positions entirely.
From the Form 13F-HR reports Tailwinds Wealth, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.