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Portfolio (Quarterly) Guide ↗

Tailwinds Wealth, LLC

· CIK 0002109222
13F Portfolio $169M AUM 89 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 8 New 61 Added 18 Reduced 14 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWY ISHARES TR 5,617.0 $1.6M 0.96% -346.0 -5.8% $290.61 -1.2%
2 IWX ISHARES TR 9,547.0 $1.0M 0.59% -531.0 -5.3% $105.15 +7.7%
3 AGG ISHARES TR 4,932.0 $488K 0.29% -30K -86.0% $98.97 -1.5%
4 GTO INVESCO ACTIVELY MANAGED EXC 10,195.0 $478K 0.28% -114K -91.8% $46.87 -1.7%
5 DFAX DIMENSIONAL ETF TRUST 12,137.0 $447K 0.26% -633.0 -5.0% $36.84 +4.0%
6 IVW ISHARES TR 3,205.0 $441K 0.26% -136.0 -4.1% $137.52 +1.8%
7 GOVI INVESCO EXCH TRADED FD TR II 14,094.0 $383K 0.23% -93K -86.8% $27.15 -2.7%
8 DYNF BLACKROCK ETF TRUST 4,897.0 $333K 0.20% -698.0 -12.5% $68.01 +2.3%
9 GOOG ALPHABET INC 897.0 $317K 0.19% -287.0 -24.2% $353.36
10 IWS ISHARES TR 1,919.0 $316K 0.19% -183.0 -8.7% $164.53 +3.8%
11 WFC WELLS FARGO & CO Financial Services 3,337.0 $276K 0.16% -81.0 -2.4% $82.64 +4.9%
12 EFV ISHARES TR 3,356.0 $257K 0.15% -598.0 -15.1% $76.54 +6.8%
13 IVE ISHARES TR 1,067.0 $242K 0.14% -77.0 -6.7% $227.08 +4.5%
14 IEMG ISHARES INC 2,854.0 $236K 0.14% -808.0 -22.1% $82.84 -1.2%
15 QUAL ISHARES TR 1,055.0 $231K 0.14% -189.0 -15.2% $219.16 +2.0%
16 EFG ISHARES TR 1,857.0 $231K 0.14% -209.0 -10.1% $124.40 +0.5%
17 MMM 3M CO Industrials 1,246.0 $202K 0.12% -2K -59.0% $161.95 +7.6%
18 SCHD SCHWAB STRATEGIC TR 6,309.0 $200K 0.12% -1K -19.0% $31.71 +10.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.5%
Financial Services 11.4%
Healthcare 10.7%
Consumer Cyclical 10.4%
Industrials 8.0%
Communication Services 6.9%
Consumer Defensive 3.7%
Energy 3.5%
Real Estate 1.8%
Utilities 1.5%