Tcv Trust & Wealth Management
$1.3B 13F equity value
236 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Tcv Trust & Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AVGO | BROADCOM INC | 206,743 | $78M | 5.9% |
| SPIB | SPDR SERIES TRUST | 1,624,885 | $54M | 4.1% |
| VB | VANGUARD INDEX FDS | 168,264 | $51M | 3.9% |
| GVI | ISHARES TR | 474,804 | $50M | 3.8% |
| VO | VANGUARD INDEX FDS | 620,012 | $50M | 3.8% |
| GLW | CORNING INC | 188,227 | $48M | 3.6% |
| AAPL | APPLE INC | 159,199 | $46M | 3.5% |
| MSFT | MICROSOFT CORP | 114,894 | $43M | 3.2% |
| SPY | STATE STR SPDR S&P 500 ETF T | 52,498 | $39M | 3.0% |
| CSCO | CISCO SYS INC | 261,841 | $31M | 2.3% |
Track Tcv Trust & Wealth Management's 13F portfolio: $1.3B in reported holdings, 236 positions. Top holdings and quarterly changes on SentiSense.
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