Tailwinds Wealth, LLC

All 13F Filings

Location
Vadnais Heights, MN
Most recent 13F
Q1 2026
Holdings value ($000)
40,772
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
Q1 2026 5/1/2026 57 40,772 13F-HR Tailwinds Wealth, LLC
Q4 2025 2/6/2026 95 92,768 13F-HR Wilian Securities, LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 28.7 K 71.0% 0 48.57 K -48.57 K
ETFs 9.056 K 22.4% 0 3.376 K -3.376 K
Debt 2.681 K 6.6% 696 0 696
Other 0 0.0% 0 1.087 K -1.087 K
Swipe for more columns

Fund Snapshot

Q1 2026
Latest filed
5/1/2026
Total value ($000)
40,772
Holdings
57
QoQ value change ($000)
-51,996 (-56.0%)
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.