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.
TCV Trust & Wealth Management, Inc. (CIK 1135439) reported $1.32B across 226 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVGO ($78.1M, 5.92%), SPIB ($54.4M, 4.12%), VB ($51.0M, 3.86%), GVI ($50.4M, 3.82%), VO ($50.0M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $78.1M | 5.92% | 206,743 | Trimmed |
| 2 | SPIB | SPDR SERIES TRUST | $54.4M | 4.12% | 1.6M | Added |
| 3 | VB | VANGUARD INDEX FDS | $51.0M | 3.86% | 168,264 | Trimmed |
| 4 | GVI | ISHARES TR | $50.4M | 3.82% | 474,804 | Added |
| 5 | VO | VANGUARD INDEX FDS | $50.0M | 3.78% | 620,012 | Added |
| 6 | GLW | CORNING INC | $48.1M | 3.64% | 188,227 | Trimmed |
| 7 | AAPL | APPLE INC | $46.1M | 3.49% | 159,199 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $42.9M | 3.25% | 114,894 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $39.2M | 2.97% | 52,498 | Trimmed |
| 10 | CSCO | CISCO SYS INC | $30.8M | 2.33% | 261,841 | Trimmed |
| 11 | LLY | ELI LILLY & CO | $27.7M | 2.10% | 23,074 | Added |
| 12 | JPM | JPMORGAN CHASE & CO | $27.2M | 2.06% | 83,227 | Trimmed |
| 13 | JNJ | JOHNSON & JOHNSON | $25.1M | 1.90% | 98,918 | Trimmed |
| 14 | V | VISA INC | $22.5M | 1.70% | 65,459 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $21.6M | 1.64% | 90,651 | Trimmed |
| 16 | XLC | SELECT SECTOR SPDR TR | $21.1M | 1.60% | 197,405 | Trimmed |
| 17 | XLK | SELECT SECTOR SPDR TR | $20.9M | 1.58% | 109,680 | Trimmed |
| 18 | AMGN | AMGEN INC | $20.8M | 1.57% | 57,322 | Added |
| 19 | VIOO | VANGUARD ADMIRAL FDS INC | $20.4M | 1.55% | 148,330 | Trimmed |
| 20 | TJX | TJX COS INC NEW | $19.9M | 1.51% | 131,331 | Trimmed |
| 21 | VNQ | VANGUARD INDEX FDS | $18.5M | 1.40% | 191,852 | Added |
| 22 | CB | CHUBB LIMITED | $18.4M | 1.39% | 53,861 | Trimmed |
| 23 | UNH | UNITEDHEALTH GROUP INC | $17.9M | 1.35% | 43,005 | Added |
| 24 | BLK | BLACKROCK INC | $17.9M | 1.35% | 18,574 | Trimmed |
| 25 | IRM | IRON MTN INC DEL | $17.6M | 1.34% | 139,708 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30