Twin Cities Retirement Group LLC - Portfolio Stock Holdings

Twin Cities Retirement Group LLC disclosed 24 stock positions in a recent SEC 13F filing. $116,812,722 of stock holdings were filed, with the largest holdings including VCIT, VCSH, and DISV. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $144,901,181 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.