Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Tradewinds Capital Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Tradewinds Capital Management, LLC (CIK 1616026) reported $562.6M across 714 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: EWY ($49.2M, 8.74%), XLE ($42.3M, 7.51%), ICLN ($38.9M, 6.91%), BBCA ($38.5M, 6.84%), COMT ($37.2M, 6.61%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1EWYISHARES INC$49.2M8.74%243,624Trimmed
2XLESELECT SECTOR SPDR TR$42.3M7.51%795,536Added
3ICLNISHARES TR$38.9M6.91%1.9MAdded
4BBCAJ P MORGAN EXCHANGE TRADED F$38.5M6.84%387,374New
5COMTISHARES U S ETF TR$37.2M6.61%1.2MTrimmed
6SIVRABRDN SILVER ETF TRUST$31.5M5.59%559,479Added
7FLGBFRANKLIN TEMPLETON ETF TR$27.8M4.94%786,791New
8XLISELECT SECTOR SPDR TR$27.4M4.87%147,946Added
9GNRSPDR INDEX SHS FDS$26.1M4.64%387,837Trimmed
10HYMBSPDR SERIES TRUST$25.2M4.49%992,182Added
11ICVTISHARES TR$24.3M4.32%199,640Trimmed
12SPEMSPDR INDEX SHS FDS$20.7M3.67%398,992Trimmed
13SCHXSCHWAB STRATEGIC TR$13.4M2.38%454,027Added
14VCRMVANGUARD MUN BD FDS$11.8M2.09%153,988New
15MBBISHARES TR$11.6M2.06%122,869New
16MSFTMICROSOFT CORP$9.9M1.77%26,673Added
17JPSTJ P MORGAN EXCHANGE TRADED F$8.4M1.49%165,664Added
18SCHFSCHWAB STRATEGIC TR$6.9M1.22%247,653Added
19SPMDSPDR SERIES TRUST$5.3M0.94%77,891Added
20SCHASCHWAB STRATEGIC TR$4.9M0.88%136,764Added
21AAPLAPPLE INC$4.9M0.87%16,976Added
22MUMICRON TECHNOLOGY INC$4.8M0.86%4,200Trimmed
23SPBOSPDR SERIES TRUST$3.6M0.64%123,188Trimmed
24AMZNAMAZON COM INC$3.1M0.55%12,939Trimmed
25SPSBSPDR SERIES TRUST$3.0M0.53%99,840Added

Source: SEC Form 13F filings · as of 2026-06-30