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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
Page 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VOO VANGUARD INDEX FDS 354.0 $243K 0.14% NEW $686.81 +3.0%
82 IVE ISHARES TR 1,067.0 $242K 0.14% -77.0 -6.7% $227.08 +4.5%
83 MU MICRON TECHNOLOGY INC Technology 206.0 $238K 0.14% NEW $1154.56 -19.2%
84 IEMG ISHARES INC 2,854.0 $236K 0.14% -808.0 -22.1% $82.84 -1.2%
85 QUAL ISHARES TR 1,055.0 $231K 0.14% -189.0 -15.2% $219.16 +2.0%
86 EFG ISHARES TR 1,857.0 $231K 0.14% -209.0 -10.1% $124.40 +0.5%
87 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,692.0 $224K 0.13% +17.0 +1.0% $132.51 +4.6%
88 MMM 3M CO Industrials 1,246.0 $202K 0.12% -2K -59.0% $161.95 +7.6%
89 SCHD SCHWAB STRATEGIC TR 6,309.0 $200K 0.12% -1K -19.0% $31.71 +10.1%
Page 5 of 5  ·  89 positions

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%