Tradewinds, LLC.
All 13F Filings
- Location
- Raleigh, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 444,332
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 216 | 444,332 | 13F-HR | Tradewinds, LLC. |
| Q1 2026 | 5/4/2026 | 153 | 310,317 | 13F-HR | Tradewinds, LLC. |
| Q4 2025 | 2/13/2026 | 214 | 419,027 | 13F-HR | Tradewinds, LLC. |
| Q3 2025 | 10/29/2025 | 210 | 410,579 | 13F-HR | Tradewinds, LLC. |
| Q2 2025 | 8/6/2025 | 82 | 131,745 | 13F-HR | Tradewinds, LLC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 323.6 K | 72.8% | 20.92 K | 0 | 20.92 K |
| ETFs | 120.8 K | 27.2% | 113.1 K | 0 | 113.1 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
444,332
Holdings
216
QoQ value change ($000)
134,015
(43.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.