TWIN CITY PRIVATE WEALTH, LLC
All 13F Filings
- Location
- Winston Salem, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 131,835
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 96 | 131,835 | 13F-HR | TWIN CITY PRIVATE WEALTH, LLC |
| Q4 2025 | 2/13/2026 | 94 | 132,203 | 13F-HR | TWIN CITY PRIVATE WEALTH, LLC |
| Q3 2025 | 11/4/2025 | 100 | 128,097 | 13F-HR | TWIN CITY PRIVATE WEALTH, LLC |
| Q2 2025 | 8/4/2025 | 102 | 122,373 | 13F-HR | TWIN CITY PRIVATE WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 126 K | 95.6% | 0 | 1.56 K | -1.56 K |
| ETFs | 5.337 K | 4.0% | 1.395 K | 0 | 1.395 K |
| Debt | 521 | 0.4% | 0 | 1 | -1 |
| Other | 0 | 0.0% | 0 | 202 | -202 |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
131,835
Holdings
96
QoQ value change ($000)
-368
(-0.3%)
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.