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Investment manager · 13F filer · SEC CIK 1135439
TCV Trust & Wealth Management, Inc.
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Reported value$1.29Bas of Sep 30, 2026
Positions220 8 new, 14 sold out
Top 10 weight36.6%AVGO alone is 5%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVGOBroadcom Inc.
5.5%Trimmed −3%
MSFTMicrosoft Corp
4.5%
SPIBSPDR Series Trust
4.2%Added +4%
AAPLApple Inc.
4.0%Trimmed −2%
GVIiShares Tr
3.9%Added +2%
VOVanguard Index FDS
3.7%
VBVanguard Index FDS
3.6%Trimmed −2%
SPYSPDR S&P 500 ETF Trust
2.9%Trimmed −6%
GLWCorning Inc
2.2%Trimmed −3%
JPMJPMorgan Chase & Co
2.1%
CSCOCisco Systems, Inc.
2.1%Trimmed −2%
JNJJohnson & Johnson
2.0%
AVGOBroadcom Inc.
5.5%−3%
MSFTMicrosoft Corp
4.5%
SPIBSPDR Series Trust
4.2%
AAPLApple Inc.
4.0%
GVIiShares Tr
3.9%
VOVanguard Index FDS
3.7%
VBVanguard Index FDS
3.6%−2%
SPYSPDR S&P 500 ETF Trust
2.9%
GLW2.2%JPM2.1%CSCOJNJ2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVGO Broadcom Inc. 5.5% Trimmed −3%MSFT Microsoft Corp 4.5% Held
SPIB SPDR Series Trust 4.2% Added +4%
AAPL Apple Inc. 4.0% Trimmed −2%GVI iShares Tr 3.9% Added +2%
VO Vanguard Index FDS 3.7% Held
VB Vanguard Index FDS 3.6% Trimmed −2%
SPY SPDR S&P 500 ETF Trust 2.9% Trimmed −6%GLW Corning Inc 2.2% Trimmed −3%JPM JPMorgan Chase & Co 2.1% HeldCSCO Cisco Systems, Inc. 2.1% Trimmed −2%JNJ Johnson & Johnson 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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