account_balance

Investment manager · 13F filer · SEC CIK 2109222

Tailwinds Wealth, LLC

Reported value$187Mas of Sep 30, 2026
Positions88 2 new, 3 sold out
Top 10 weight46.9%SPYM alone is 13%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
SPYM SPDR Series Trust 12.9% Added +11%
VEA Vanguard Tax-Managed FDS 7.0% Added +11%
ACIO ETF Ser Solutions 5.6% Added +11%
BKAG Bny Mellon ETF Trust 4.5% Added +10%
DRSK ETF Ser Solutions 3.2% Added +9%
NVDA NVIDIA Corp 3.1% Added +5%
RSP Invesco Exchange Traded Fd T 3.1% Added +11%
AAPL Apple Inc. 2.9% Added +3%
UPSD ETF Ser Solutions 2.6% Added +9%
DMBS Doubleline ETF Trust 2.1% Added +10%
MSFT Microsoft Corp 2.0% Trimmed −10%
VB Vanguard Index FDS 1.9% Added +11%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 13, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • IWF −14%
  • IWY −11%
  • MSFT −10%
  • DFUS −6%
remove_circleSold out
  • ROP $841K
  • BR $771K
  • SCHD $200K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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