TWIN CITY PRIVATE WEALTH, LLC
All 13F Filings
- Location
- Winston Salem, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 132,203
- 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 |
|---|---|---|---|---|---|
| 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 | 127.5 K | 96.5% | 4.636 K | 0 | 4.636 K |
| ETFs | 3.942 K | 3.0% | 0 | 303 | -303 |
| Debt | 522 | 0.4% | 0 | 32 | -32 |
| Other | 202 | 0.2% | 0 | 74 | -74 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
132,203
Holdings
94
QoQ value change ($000)
4,106
(3.2%)
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.