Tailwinds Wealth, LLC

Q2 2026 13F-HR Holdings

Location
Vadnais Heights, MN
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$169,277
Net value change ($000)
+128,505 (315.2%)
New positions
36
Sold out positions
4
Turnover %
44.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 21,271 NEW
VEA 9,603 417.7%
DRSK 5,855 NEW
ACIO 5,491 143.1%
RSP 5,304 NEW
UPSD 4,184 NEW
VB 3,460 NEW
OSCV 3,339 NEW
ADME 3,136 NEW
DUBS 2,661 NEW
Top Reduces (Value $000, Stocks/ETFs)
ACN -352 -100.0%
ICLO -337 -100.0%
SSUS -230 -100.0%
BSX -204 -100.0%
IEMG -13 -5.2%
HIG -4 -1.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type