account_balance
Investment manager · 13F filer · SEC CIK 2021982
Twin City Private Wealth, LLC
Reported value$143Mas of Jun 30, 2026
Positions104 10 new, 2 sold out
Top 10 weight26.5%AMAT alone is 4%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMATApplied Materials Inc
3.7%Trimmed −11%
JPMJPMorgan Chase & Co
3.0%
PMPhilip Morris International Inc.
2.9%Trimmed −8%
AMZNAmazon.com Inc
2.7%Trimmed −3%
ELVElevance Health, Inc.
2.5%
WFCWells Fargo & Company
2.5%
MSFTMicrosoft Corp
2.4%
BKNGBooking Holdings Inc.
2.3%
SCHWCharles Schwab Corp
2.2%
ENBEnbridge Inc
2.2%
GOOGLAlphabet Inc.
2.1%Trimmed −17%
METAMeta Platforms, Inc.
2.1%
AMATApplied Materials Inc
3.7%−11%
JPMJPMorgan Chase & Co
3.0%
PMPhilip Morris International Inc.
2.9%
AMZNAmazon.com Inc
2.7%−3%
ELVElevance Health, Inc.
2.5%
WFCWells Fargo & Company
2.5%
MSFTMicrosoft Corp
2.4%
BKNGBooking Holdings Inc.
2.3%
SCHWCharles Schwab Corp
2.2%
ENBEnbridge Inc
2.2%
GOOGLAlphabet Inc.
2.1%
METAMeta Platforms, Inc.
2.1%
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
AMAT Applied Materials Inc 3.7% Trimmed −11%JPM JPMorgan Chase & Co 3.0% HeldPM Philip Morris International Inc. 2.9% Trimmed −8%AMZN Amazon.com Inc 2.7% Trimmed −3%ELV Elevance Health, Inc. 2.5% HeldWFC Wells Fargo & Company 2.5% HeldMSFT Microsoft Corp 2.4% HeldBKNG Booking Holdings Inc. 2.3% HeldSCHW Charles Schwab Corp 2.2% HeldENB Enbridge Inc 2.2% HeldGOOGL Alphabet Inc. 2.1% Trimmed −17%META Meta Platforms, Inc. 2.1% Held
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.