Terminal · Institutions

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

TWIN CITY PRIVATE WEALTH, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

TWIN CITY PRIVATE WEALTH, LLC (CIK 2021982) reported $131.8M across 96 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PM ($4.1M, 3.11%), JPM ($3.9M, 2.93%), AMZN ($3.5M, 2.66%), MSFT ($3.4M, 2.55%), WFC ($3.3M, 2.52%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1PMPHILIP MORRIS INTL INC$4.1M3.11%24,560Trimmed
2JPMJPMORGAN CHASE & CO$3.9M2.93%13,145Trimmed
3AMZNAMAZON COM INC$3.5M2.66%16,848Added
4MSFTMICROSOFT CORP$3.4M2.55%9,091Added
5WFCWELLS FARGO & CO$3.3M2.52%41,714Trimmed
6SCHWSCHWAB CHARLES CORP$3.2M2.44%34,182Added
7XOMEXXON MOBIL CORP$3.2M2.41%18,720Trimmed
8BKNGBOOKING HOLDINGS INC$3.1M2.38%744Added
9METAMETA PLATFORMS INC$3.1M2.32%5,344Added
10ENBENBRIDGE INC$3.0M2.29%55,832Trimmed
11GOOGLALPHABET INC$2.9M2.19%10,036Trimmed
12AMATAPPLIED MATLS INC$2.8M2.15%8,278Trimmed
13ELVELEVANCE HEALTH INC FORMERLY$2.7M2.03%9,159Added
14BDXBECTON DICKINSON & CO$2.6M1.97%16,492Added
15SBUXSTARBUCKS CORP$2.6M1.94%28,484Added
16CMCSACOMCAST CORP NEW$2.5M1.90%87,154Trimmed
17TSMTAIWAN SEMICONDUCTOR MANUFAC$2.5M1.88%7,315Added
18GSKGSK PLC$2.5M1.88%44,445Added
19MDTMEDTRONIC PLC$2.4M1.85%27,901Added
20VVISA INC$2.4M1.84%8,013Added
21APDAIR PRODUCTS AND CHEMICALS I$2.3M1.77%8,030Trimmed
22OMCOMNICOM GROUP INC$2.3M1.74%30,082Added
23LAMRLAMAR ADVERTISING CO$2.3M1.74%18,125Added
24BRK/BBERKSHIRE HATHAWAY INC DEL$2.2M1.67%4,606Added
25FISFIDELITY NATL INFORMATION SV$1.8M1.38%38,730Added

Source: SEC Form 13F filings · as of 2026-03-31