StockDriftsStockDriftsTop 50 TCV Trust & Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 5.51% | 212.2K | $65.7M | -1.91%(-4.13K) | $33.04(+1161.47%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 4.39% | 1.56M | $52.4M | +4.16%(+62.38K) | $32.23(+3.74%) | 2026-03-31 | |
| GVI | ISHARES TR | 4.14% | 462.6K | $49.3M | +3.55%(+15.86K) | $104.63(+1.44%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.77% | 156.5K | $44.9M | -0.40%(-623) | $20.88(+269.01%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.74% | 170.4K | $44.6M | -0.83%(-1.43K) | $85.16(+235.44%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.55% | 114.5K | $42.4M | -0.81%(-935) | $39.08(+936.79%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.4% | 159.7K | $40.5M | -3.21%(-5.29K) | $40.93(+630.20%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.95% | 54.2K | $35.2M | -6.02%(-3.47K) | $221.57(+235.02%) | 2026-03-31 | |
| GLW | CORNING INC | 2.19% | 192.6K | $26.2M | -1.09%(-2.12K) | $50.15(+311.82%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.09% | 84.8K | $24.9M | -2.39%(-2.07K) | $103.00(+191.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.36% | +38.11% |
| Top 20 Holdings Unweighted | +11.07% | +37.03% |
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