StockDriftsStockDriftsTop 50 TCV Trust & Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 5.92% | 206.7K | $78.1M | -2.59%(-5.49K) | $33.04(+1091.74%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 4.12% | 1.62M | $54.4M | +3.93%(+61.43K) | $32.28(+2.62%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.86% | 168.3K | $51.0M | -1.25%(-2.13K) | $85.16(+262.20%) | 2026-06-30 | |
| GVI | ISHARES TR | 3.82% | 474.8K | $50.4M | +2.64%(+12.22K) | $104.68(+0.71%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.78% | 620.0K | $50.0M | -0.95%(-5.95K) | $20.88(+303.92%) | 2026-06-30 | |
| GLW | CORNING INC | 3.64% | 188.2K | $48.1M | -2.26%(-4.35K) | $50.15(+238.35%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.49% | 159.2K | $46.1M | -0.32%(-514) | $40.93(+646.10%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.25% | 114.9K | $42.9M | +0.31%(+355) | $39.89(+1118.58%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.97% | 52.5K | $39.2M | -3.14%(-1.70K) | $221.57(+249.93%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 2.33% | 261.8K | $30.8M | -1.70%(-4.52K) | $31.85(+256.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.36% | +49.58% | +7.67% | +44.72% |
| Top 20 Holdings Unweighted | +14.29% | +49.27% | +7.42% | +43.06% |
TCV Trust & Wealth Management, Inc. reports $1.32B in US-listed equity holdings across 226 positions in its most recent 13F filing. Its largest disclosed positions are AVGO (5.9%), SPIB (4.1%) and VB (3.9%). The top 20 holdings account for 54.39% of reported assets. Its disclosed equity book has returned +49.58% on a three-year cumulative basis. 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 TCV Trust & Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1135439). View TCV Trust & Wealth Management, Inc.’s 13F filings on SEC