StockDriftsStockDriftsTop 50 Tailwinds Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 12.57% | 242.0K | $21.3M | new | $80.60(+12.95%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.03% | 167.1K | $11.9M | +365.53%(+131.17K) | $65.47(+11.48%) | 2026-06-30 | |
| ACIO | ETF SER SOLUTIONS | 5.51% | 202.1K | $9.3M | +121.09%(+110.71K) | $43.59(+8.89%) | 2026-06-30 | |
| BKAG | BNY MELLON ETF TRUST | 4.71% | 189.9K | $8.0M | +198.92%(+126.39K) | $42.14(-2.00%) | 2026-06-30 | |
| DRSK | ETF SER SOLUTIONS | 3.46% | 203.6K | $5.9M | new | $28.12(+2.88%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.13% | 24.9K | $5.3M | new | $196.36(+12.45%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.85% | 24.1K | $4.8M | +48.01%(+7.83K) | $185.27(+18.99%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.65% | 15.5K | $4.5M | +57.49%(+5.66K) | $264.96(+15.74%) | 2026-06-30 | |
| UPSD | ETF SER SOLUTIONS | 2.47% | 148.4K | $4.2M | new | $26.56(+13.82%) | 2026-06-30 | |
| DMBS | DOUBLELINE ETF TRUST | 2.21% | 76.3K | $3.7M | +199.50%(+50.82K) | $49.30(-2.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.60% |
Tailwinds Wealth, LLC reports $169.28M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (12.6%), VEA (7.0%) and ACIO (5.5%). The top 20 holdings account for 63.68% of reported assets. Its disclosed equity book has returned +5.37% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tailwinds Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109222). View Tailwinds Wealth, LLC’s 13F filings on SEC