Tailwinds Wealth
Tailwinds Wealth reported 89 stocks worth $169M in its 13F filing for Q2 2026, filed Jul 13, 2026. Its largest holdings are SPYM (12.6%), VEA (7.0%) and ACIO (5.5%). Compared with Q1 2026, the fund opened new positions in SPYM, DRSK and RSP, added to VEA, ACIO and BKAG, trimmed WFC and IEMG and sold out of ACN, ICLO and SSUS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $21.3M | 12.6% | 242K | New position | 2 of 3 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $11.9M | 7.0% | 167K | +131K (+366%) | 3 of 3 | |
| 3 |  ACIO ETF Ser Solutions | $9.3M | 5.5% | 202K | +111K (+121%) | 3 of 3 | |
| 4 |  BKAG BNY Mellon ETF Trust | $8M | 4.7% | 190K | +126K (+199%) | 3 of 3 | |
| 5 |  DRSK ETF Ser Solutions | $5.9M | 3.5% | 204K | New position | 2 of 3 | |
| 6 |  RSP Invesco Exchange Traded FD T | $5.3M | 3.1% | 25K | New position | 2 of 3 | |
| 7 |  NVDA Nvidia Corporation | $4.8M | 2.9% | 24K | +7,832 (+48%) | 3 of 3 | |
| 8 |  AAPL Apple Inc | $4.5M | 2.6% | 16K | +5,660 (+57%) | 3 of 3 | |
| 9 |  UPSD ETF Series Solutions Aptus Large Cap Upside ETF | $4.2M | 2.5% | 148K | New position | 2 of 3 | |
| 10 |  DMBS Doubleline ETF Trust | $3.7M | 2.2% | 76K | +51K (+199%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tailwinds Wealth 13F FAQ
What does Tailwinds Wealth own?
Tailwinds Wealth reported 89 stocks worth $169M in its 13F filing for Q2 2026, filed Jul 13, 2026. Its largest holdings are SPYM (12.6%), VEA (7.0%) and ACIO (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did Tailwinds Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 36 new positions, 51 added to, 2 trimmed and 4 sold out. New positions include SPYM, DRSK and RSP. It sold all of ACN, ICLO and SSUS.
When will Tailwinds Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Tailwinds Wealth's portfolio worth?
The Q2 2026 filing reports $169M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.