Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tailwinds Wealth, LLC (CIK 2109222) reported $169.3M across 89 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($21.3M, 12.57%), VEA ($11.9M, 7.03%), ACIO ($9.3M, 5.51%), BKAG ($8.0M, 4.71%), DRSK ($5.9M, 3.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $21.3M | 12.57% | 242,040 | New |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $11.9M | 7.03% | 167,051 | Added |
| 3 | ACIO | ETF SER SOLUTIONS | $9.3M | 5.51% | 202,141 | Added |
| 4 | BKAG | BNY MELLON ETF TRUST | $8.0M | 4.71% | 189,927 | Added |
| 5 | DRSK | ETF SER SOLUTIONS | $5.9M | 3.46% | 203,643 | New |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | $5.3M | 3.13% | 24,927 | New |
| 7 | NVDA | NVIDIA CORPORATION | $4.8M | 2.85% | 24,144 | Added |
| 8 | AAPL | APPLE INC | $4.5M | 2.65% | 15,505 | Added |
| 9 | UPSD | ETF SER SOLUTIONS | $4.2M | 2.47% | 148,361 | New |
| 10 | DMBS | DOUBLELINE ETF TRUST | $3.7M | 2.21% | 76,288 | Added |
| 11 | VB | VANGUARD INDEX FDS | $3.5M | 2.04% | 11,413 | New |
| 12 | OSCV | ETF SER SOLUTIONS | $3.3M | 1.97% | 79,140 | New |
| 13 | ADME | ETF SER SOLUTIONS | $3.1M | 1.85% | 56,363 | New |
| 14 | MSFT | MICROSOFT CORP | $3.0M | 1.78% | 8,061 | Added |
| 15 | FRDM | EA SERIES TRUST | $2.8M | 1.67% | 38,706 | Added |
| 16 | AMZN | AMAZON COM INC | $2.8M | 1.64% | 11,677 | Added |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $2.7M | 1.57% | 44,447 | Added |
| 18 | DUBS | ETF SER SOLUTIONS | $2.7M | 1.57% | 63,907 | New |
| 19 | IDME | ETF SER SOLUTIONS | $2.6M | 1.55% | 95,619 | New |
| 20 | AVGO | BROADCOM INC | $2.5M | 1.45% | 6,517 | Added |
| 21 | JUCY | ETF SER SOLUTIONS | $2.4M | 1.40% | 107,674 | New |
| 22 | GOOGL | ALPHABET INC | $2.3M | 1.35% | 6,400 | Added |
| 23 | SCHP | SCHWAB STRATEGIC TR | $2.1M | 1.24% | 78,969 | New |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | $2.1M | 1.24% | 6,952 | New |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $2.0M | 1.17% | 3,422 | Added |
Source: SEC Form 13F filings · as of 2026-06-30