Tcv Trust & Wealth Management
$1.2B Assets Reported
231 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AVGO | BROADCOM INC | 212,235 | $66M | 5.5% |
| SPIB | SPDR SERIES TRUST | 1,563,451 | $52M | 4.4% |
| GVI | ISHARES TR | 462,586 | $49M | 4.1% |
| VO | VANGUARD INDEX FDS | 156,490 | $45M | 3.8% |
| VB | VANGUARD INDEX FDS | 170,397 | $45M | 3.7% |
| MSFT | MICROSOFT CORP | 114,539 | $42M | 3.6% |
| AAPL | APPLE INC | 159,713 | $41M | 3.4% |
| SPY | STATE STR SPDR S&P 500 ETF T | 54,201 | $35M | 3.0% |
| GLW | CORNING INC | 192,578 | $26M | 2.2% |
| JPM | JPMORGAN CHASE & CO | 84,750 | $25M | 2.1% |
Track Tcv Trust & Wealth Management's 13F portfolio: $1.2B in reported holdings, 231 positions. Top holdings, AUM, and quarterly changes on SentiSense.