TCV Trust & Wealth Management, Inc.: 13F holdings

CIK 11354392026Q2

Positions226
Reported value$1.3bn
Filed2026-07-24

Change since last quarter

Positions226 (+11 vs prior quarter)
Reported value$1.3bn (+10.6%)

Top 10 holdings

SecuritySharesValueWeight
AVGO BROADCOM INC206,743$78.1m5.9%
SPIB SPDR SERIES TRUST1,624,885$54.4m4.1%
VB VANGUARD INDEX FDS168,264$51.0m3.9%
GVI ISHARES TR474,804$50.4m3.8%
VO VANGUARD INDEX FDS620,012$50.0m3.8%
GLW CORNING INC188,227$48.1m3.6%
AAPL APPLE INC159,199$46.1m3.5%
MSFT MICROSOFT CORP114,894$42.9m3.2%
SPY STATE STR SPDR S&P 500 ETF T52,498$39.2m3.0%
CSCO CISCO SYS INC261,841$30.8m2.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1135439")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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