TICINO WEALTH
All 13F Filings
- Location
- Mission Viejo, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 317,089
- Description
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- Website
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- Founded
- —
- 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 | 7/20/2026 | 135 | 317,089 | 13F-HR | TICINO WEALTH |
| Q1 2026 | 4/22/2026 | 138 | 287,686 | 13F-HR | TICINO WEALTH |
| Q4 2025 | 1/27/2026 | 139 | 269,775 | 13F-HR | TICINO WEALTH |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 187.6 K | 59.2% | 8.126 K | 0 | 8.126 K |
| ETFs | 129.5 K | 40.8% | 21.28 K | 0 | 21.28 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
317,089
Holdings
135
QoQ value change ($000)
29,403
(10.2%)
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.