Institutions / Twin City Private Wealth, LLC
Twin City Private Wealth, LLC
CIK 2021982 · Institution · as of Dec 31, 2025
Portfolio value
$132.20M
Positions
94
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 94 →
| Company | Value | % of portfolio |
|---|---|---|
| JPMorgan Chase & Co | $4.50M | 3.4% |
| Wells Fargo & COMPANY/MN | $4.09M | 3.1% |
| Philip Morris International Inc. | $4.02M | 3.0% |
| Microsoft Corp | $3.67M | 2.8% |
| Meta Platforms Inc | $3.39M | 2.6% |
| Amazon.com Inc | $3.36M | 2.5% |
| Alphabet Inc. | $3.34M | 2.5% |
| Schwab Charles Corp | $3.33M | 2.5% |
| Booking Holdings Inc | $3.12M | 2.4% |
| Becton Dickinson & Co | $2.96M | 2.2% |
| Enbridge Inc | $2.87M | 2.2% |
| Entergy Corp /De | $2.80M | 2.1% |
| Medtronic plc | $2.66M | 2.0% |
| Comcast Corp. | $2.61M | 2.0% |
| Exxon Mobil Corp | $2.59M | 2.0% |
| Omnicom Group Inc. | $2.40M | 1.8% |
| Applied Materials Inc /De | $2.38M | 1.8% |
| Warren E. Buffett | $2.31M | 1.7% |
| Starbucks Corp | $2.27M | 1.7% |
| Lamar Advertising Co | $2.27M | 1.7% |
| Iqvia Holdings Inc. | $2.26M | 1.7% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $2.22M | 1.7% |
| Gsk PLC | $2.17M | 1.6% |
| Air Products & Chemicals, Inc. | $2.09M | 1.6% |
| Visa Inc | $2.07M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.