TWIN CITY PRIVATE WEALTH, LLC
All 13F Filings
- Location
- Winston Salem, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 142,633
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/12/2026 | 104 | 142,633 | 13F-HR | TWIN CITY PRIVATE WEALTH, LLC |
| 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 | 135.6 K | 95.1% | 9.638 K | 0 | 9.638 K |
| ETFs | 6.474 K | 4.5% | 1.137 K | 0 | 1.137 K |
| Debt | 547 | 0.4% | 26 | 0 | 26 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
142,633
Holdings
104
QoQ value change ($000)
10,798
(8.2%)
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.