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Tailwinds Wealth, LLC - Portfolio Stock Holdings

Tailwinds Wealth, LLC disclosed 93 stock positions in a recent SEC 13F filing. $168,156,964 of stock holdings were filed, with the largest holdings including SPYM, VEA, and ACIO. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $192,663,097 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

93

Est. Stock Holding Value:

$168,156,964

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Tailwinds Wealth, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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