Tradewinds, LLC.

DOSSIER · 13F-HR · Q2 2026

Tradewinds, LLC.

$444M in tracked AUM across 216 positions as of Q2 2026.

TL

CIK 0001932342 · last filed Jun 30, 2026

Total AUM

$444M

as of Q2 2026

Holdings

216

—

positions

Whale Score

48

48

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Tradewinds, LLC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

AAPL

APPLE INC

$22M26K4.9%02

NVDA

NVIDIA CORP

$22M8354.8%03

DFIV

MICROSOFT CORP

$13M1K3.0%04

AMZN

DIMENSIONAL TR ETF INTL VALE

$13M7K3.0%05

JPST

AMAZON COM INC

$13M15K2.9%06

MTUM

JPMORGAN ETF ULTRA-SHORT INCOME

$12M14K2.7%07

VTV

ISHARES ETF EDGE MSCI MOMENTUM FACTOR ETF

$12M5K2.7%08

GOOG

VANGUARD MORNINGSTAR ETF VALUE

$12M8942.7%09

JPM

ALPHABET INC NON VOTING CAP STK CL C