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Tailwinds Wealth, LLC

90 holdingsFiling period: 2026-06-30Current AUM: $173.1Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1SPYMSPDR SERIES TRUST242.0K$21.3M$21.5M12.43%--2026-06-30
2VEAVANGUARD TAX-MANAGED FDS167.1K$11.9M$11.9M6.90%+131.2K2026-06-30
3ACIOETF SER SOLUTIONS202.1K$9.3M$9.4M5.43%+110.7K2026-06-30
4BKAGBNY MELLON ETF TRUST189.9K$8.0M$7.7M4.46%+126.4K2026-06-30
5DRSKETF SER SOLUTIONS203.6K$5.9M$5.6M3.26%--2026-06-30
6RSPINVESCO EXCHANGE TRADED FD T24.9K$5.3M$5.3M3.08%--2026-06-30
7NVDANVIDIA CORPORATION24.1K$4.8M$5.1M2.96%+7.8K2026-06-30
8AAPLAPPLE INC15.5K$4.5M$5.1M2.97%+5.7K2026-06-30
9UPSDETF SER SOLUTIONS148.4K$4.2M$4.4M2.55%--2026-06-30
10DMBSDOUBLELINE ETF TRUST76.3K$3.7M$3.6M2.08%+50.8K2026-06-30
11VBVANGUARD INDEX FDS11.4K$3.5M$3.3M1.92%--2026-06-30
12OSCVETF SER SOLUTIONS79.1K$3.3M$3.2M1.87%--2026-06-30
13ADMEETF SER SOLUTIONS56.4K$3.1M$3.1M1.82%--2026-06-30
14MSFTMICROSOFT CORP8.1K$3.0M$4.0M2.31%+3.7K2026-06-30
15FRDMEA SERIES TRUST38.7K$2.8M$2.7M1.53%+29.2K2026-06-30
16AMZNAMAZON COM INC11.7K$2.8M$2.9M1.68%+4.6K2026-06-30
17DUBSETF SER SOLUTIONS63.9K$2.7M$2.7M1.57%--2026-06-30
18VWOVANGUARD INTL EQUITY INDEX F44.4K$2.7M$2.6M1.52%+35.1K2026-06-30
19IDUBETF SER SOLUTIONS95.6K$2.6M$2.7M1.53%--2026-06-30
20AVGOBROADCOM INC6.5K$2.5M$2.2M1.28%+4.2K2026-06-30
21JUCYETF SER SOLUTIONS107.7K$2.4M$2.3M1.36%--2026-06-30
22GOOGLALPHABET INC6.4K$2.3M$2.2M1.28%+2.0K2026-06-30
23QQQMINVESCO EXCH TRADED FD TR II7.0K$2.1M$2.0M1.16%--2026-06-30
24SCHPSCHWAB STRATEGIC TR79.0K$2.1M$2.0M1.17%--2026-06-30
25AMDADVANCED MICRO DEVICES INC3.4K$2.0M$1.7M1.00%+1.1K2026-06-30
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