Tailwinds Wealth, LLC
58 holdingsFiling period: 2026-03-31Current AUM: $46.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ACIO | ETF SER SOLUTIONS | 91.4K | $3.8M | $4.2M | 9.11% | +9.8K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 16.3K | $2.8M | $3.3M | 7.10% | -1,282 | 2026-03-31 |
| 3 | BKAG | BNY MELLON ETF TRUST | 63.5K | $2.7M | $2.6M | 5.69% | +16.7K | 2026-03-31 |
| 4 | AAPL | APPLE INC | 9.8K | $2.5M | $3.0M | 6.60% | +558 | 2026-03-31 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 35.9K | $2.3M | $2.5M | 5.50% | -36,598 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 4.3K | $1.6M | $2.0M | 4.36% | -122 | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 7.0K | $1.5M | $1.9M | 4.15% | -743 | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 4.4K | $1.3M | $1.6M | 3.40% | -143 | 2026-03-31 |
| 9 | DMBS | DOUBLELINE ETF TRUST | 25.5K | $1.3M | $1.2M | 2.66% | +6.7K | 2026-03-31 |
| 10 | JPM | JPMORGAN CHASE & CO | 3.2K | $927K | $1.1M | 2.41% | -546 | 2026-03-31 |
| 11 | TSLA | TESLA INC | 2.0K | $728K | $609K | 1.32% | +22 | 2026-03-31 |
| 12 | WMT | WALMART INC | 5.8K | $726K | $650K | 1.41% | -1,901 | 2026-03-31 |
| 13 | AVGO | BROADCOM INC | 2.3K | $707K | $889K | 1.93% | +66 | 2026-03-31 |
| 14 | META | META PLATFORMS INC | 1.2K | $673K | $655K | 1.42% | +21 | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 3.8K | $651K | $596K | 1.29% | -997 | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 3.8K | $651K | $596K | 1.29% | -997 | 2026-03-31 |
| 17 | PWR | QUANTA SVCS INC | 1.2K | $647K | $786K | 1.71% | -554 | 2026-03-31 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.3K | $635K | $635K | 1.38% | +251 | 2026-03-31 |
| 19 | XHLF | BONDBLOXX ETF TRUST | 12.0K | $602K | $602K | 1.31% | +6.7K | 2026-03-31 |
| 20 | LLY | ELI LILLY & CO | 627 | $577K | $721K | 1.56% | -28 | 2026-03-31 |
| 21 | V | VISA INC | 1.8K | $544K | $659K | 1.43% | -509 | 2026-03-31 |
| 22 | FANG | DIAMONDBACK ENERGY INC | 2.7K | $537K | $551K | 1.20% | -1,412 | 2026-03-31 |
| 23 | FRDM | EA SERIES TRUST | 9.5K | $517K | $616K | 1.34% | -11,075 | 2026-03-31 |
| 24 | NFLX | NETFLIX INC. | 5.3K | $507K | $378K | 0.82% | +232 | 2026-03-31 |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | 9.3K | $505K | $549K | 1.19% | -9,513 | 2026-03-31 |
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