DOSSIER · 13F-HR · Q2 2026

TWIN CITY PRIVATE WEALTH, LLC

$143M in tracked AUM across 104 positions as of Q2 2026.

TC
CIK 0002021982 · last filed Jun 30, 2026
Total AUM
$143M
as of Q2 2026
Holdings
104
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

TWIN CITY PRIVATE WEALTH, 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
AMAT
APPLIED MATLS INC
$5M7K3.7%
02
JPM
JPMORGAN CHASE & CO
$4M13K3.0%
03
PM
PHILIP MORRIS INTL INC
$4M23K2.9%
04
AMZN
AMAZON COM INC
$4M16K2.7%
05
ELV
ELEVANCE HEALTH INC FORMERLY
$4M9K2.5%
06
WFC
WELLS FARGO & CO
$4M42K2.5%
07
MSFT
MICROSOFT CORP
$3M9K2.4%
08
BKNG
BOOKING HOLDINGS INC
$3M19K2.3%
09
SCHW
SCHWAB CHARLES CORP
$3M34K2.2%
10
ENB
ENBRIDGE INC
$3M57K2.2%

Filing history

2026Q2Jun 30
$143M 8.2%
104 positionsView →
2026Q1Mar 31
$132M 0.3%
96 positionsView →
2025Q4Dec 31
$132M 3.2%
94 positionsView →
2025Q3Sep 30
$128M 4.7%
100 positionsView →
2025Q2Jun 30
$122M 7.7%
102 positionsLocked
2025Q1Mar 31
$114M 0.5%
94 positionsLocked
2024Q4Dec 31
$113M 2.0%
95 positionsLocked
2024Q3Sep 30
$115M 9.0%
102 positionsLocked
2024Q2Jun 30
$106M 4.2%
92 positionsLocked
2024Q1Mar 31
$102M
94 positionsLocked