StockDriftsStockDriftsTop 50 Tcv Trust & Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 5.45% | 200.8K | $70.5M | -2.85%(-5.89K) | $31.86(+950.34%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.5% | 113.6K | $58.2M | -1.16%(-1.33K) | $39.89(+1237.54%) | 2026-09-30 | |
| SPIB | SPDR SERIES TRUST | 4.21% | 1.69M | $54.4M | +3.76%(+61.05K) | $32.29(+0.27%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.02% | 156.0K | $51.9M | -2.01%(-3.20K) | $40.93(+737.87%) | 2026-09-30 | |
| GVI | ISHARES TR | 3.88% | 486.5K | $50.1M | +2.47%(+11.73K) | $104.76(-1.23%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 3.7% | 610.9K | $47.9M | -1.48%(-9.16K) | $20.88(+283.62%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 3.62% | 164.6K | $46.8M | -2.19%(-3.68K) | $85.16(+233.97%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.92% | 49.5K | $37.8M | -5.62%(-2.95K) | $221.57(+245.93%) | 2026-09-30 | |
| GLW | CORNING INC | 2.18% | 183.2K | $28.2M | -2.69%(-5.06K) | $50.15(+164.71%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.14% | 83.5K | $27.6M | +0.32%(+267) | $103.68(+221.69%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.86% | +51.52% | +7.43% | +43.11% |
| Top 20 Holdings Unweighted | +15.09% | +52.46% | +7.42% | +43.01% |
Tcv Trust & Wealth Management INC reports $1.29B in US-listed equity holdings across 220 positions in its most recent 13F filing. Its largest disclosed positions are AVGO (5.5%), MSFT (4.5%) and SPIB (4.2%). The top 20 holdings account for 54.49% of reported assets. Its disclosed equity book has returned +51.52% on a three-year cumulative basis. Figures reflect the Q3 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