account_balance
Investment manager · 13F filer · SEC CIK 1932342
Tradewinds, LLC.
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Reported value$444Mas of Jun 30, 2026
Positions215 116 new, 54 sold out
Top 10 weight31.9%AAPL alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.9%Trimmed −65%
NVDANVIDIA Corp
4.8%Trimmed −99%
DFIVMicrosoft Corp
3.0%New
AMZNAmazon.com Inc
3.0%Trimmed −87%
JPSTAmazon.com Inc
2.9%New
MTUMJPMorgan ETF Ultra-Short Income
2.7%New
VTViShares ETF Edge MSCI Momentum Factor ETF
2.7%New
GOOGAlphabet Inc.
2.7%Trimmed −97%
JPMJPMorgan Chase & Co
2.6%
MSMorgan Stanley
2.6%Trimmed −83%
WMTWalmart Inc.
2.4%−99%
DEDeere & Co
2.3%Trimmed −95%
AAPLApple Inc.
4.9%Trimmed −65%
NVDANVIDIA Corp
4.8%Trimmed −99%
DFIVMicrosoft Corp
3.0%
AMZNAmazon.com Inc
3.0%
JPSTAmazon.com Inc
2.9%
MTUMJPMorgan ETF Ultra-Short Income
2.7%
VTViShares ETF Edge MSCI Momentum Factor ETF
2.7%
GOOGAlphabet Inc.
2.7%
JPMJPMorgan Chase & Co
2.6%
MS2.6%WMT2.4%DE2.3%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
AAPL Apple Inc. 4.9% Trimmed −65%NVDA NVIDIA Corp 4.8% Trimmed −99%
DFIV Microsoft Corp 3.0% New
AMZN Amazon.com Inc 3.0% Trimmed −87%JPST Amazon.com Inc 2.9% New
MTUM JPMorgan ETF Ultra-Short Income 2.7% New
VTV iShares ETF Edge MSCI Momentum Factor ETF 2.7% New
GOOG Alphabet Inc. 2.7% Trimmed −97%JPM JPMorgan Chase & Co 2.6% HeldMS Morgan Stanley 2.6% Trimmed −83%WMT Walmart Inc. 2.4% Trimmed −99%DE Deere & Co 2.3% Trimmed −95%What changed
Biggest moves since Mar 31, 2026
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