Tailwinds Wealth, LLC
Net buyer this quarter
$169M
51
+$31.7M
16.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $4.83M | 2.85% | 0.00% | +48.0% | Q4 2025 |
 AAPL | $4.49M | 2.65% | 0.00% | +57.5% | Q4 2025 |
 MSFT | $3.01M | 1.78% | 0.00% | +86.2% | Q4 2025 |
 FRDM | $2.82M | 1.67% | Not reported | +308.5% | Q4 2025 |
 AMZN | $2.78M | 1.64% | 0.00% | +65.9% | Q4 2025 |
 AVGO | $2.46M | 1.45% | 0.00% | +185.2% | Q4 2025 |
 GOOGL | $2.29M | 1.35% | 0.00% | +45.5% | Q4 2025 |
 AMD | $1.99M | 1.17% | 0.00% | +49.0% | Q1 2026 |
 JPM | $1.77M | 1.04% | 0.00% | +71.2% | Q4 2025 |
 CRWD | $1.49M | 0.88% | 0.00% | +89.7% | Q4 2025 |
 APH | $1.44M | 0.85% | 0.00% | +118.2% | Q1 2026 |
 PGR | $1.36M | 0.81% | 0.00% | +196.3% | Q4 2025 |
 TSLA | $1.34M | 0.79% | 0.00% | +62.7% | Q4 2025 |
 V | $1.34M | 0.79% | 0.00% | +117.0% | Q4 2025 |
 LLY | $1.31M | 0.77% | 0.00% | +73.5% | Q4 2025 |
 CHE | $1.29M | 0.76% | 0.02% | +175.3% | Q4 2025 |
 WMT | $1.28M | 0.76% | 0.00% | +93.2% | Q4 2025 |
 PWR | $1.27M | 0.75% | 0.00% | +49.2% | Q4 2025 |
 NOW | $1.22M | 0.72% | 0.00% | +209.5% | Q4 2025 |
 BRK.B | $1.2M | 0.71% | Not reported | +80.4% | Q4 2025 |
 UNH | $1.1M | 0.65% | 0.00% | +115.6% | Q4 2025 |
 FANG | $1.07M | 0.63% | 0.00% | +124.4% | Q4 2025 |
 AMT | $1.05M | 0.62% | 0.00% | +162.9% | Q4 2025 |
 CPRT | $1.02M | 0.60% | 0.00% | +221.8% | Q4 2025 |
 META | $988K | 0.58% | Not reported | +48.9% | Q4 2025 |
 PHM | $979K | 0.58% | 0.00% | +149.8% | Q4 2025 |
 XOM | $956K | 0.56% | 0.00% | +81.9% | Q4 2025 |
 PG | $911K | 0.54% | 0.00% | +152.4% | Q4 2025 |
 NEE | $896K | 0.53% | 0.00% | +112.8% | Q4 2025 |
 LIN | $894K | 0.53% | 0.00% | +107.6% | Q4 2025 |
 UBER | $888K | 0.52% | 0.00% | +126.1% | Q4 2025 |
 TMO | $883K | 0.52% | 0.00% | +146.4% | Q4 2025 |
 SCHW | $876K | 0.52% | 0.00% | +151.2% | Q1 2026 |
 MSI | $872K | 0.52% | 0.00% | +94.6% | Q4 2025 |
 CTAS | $847K | 0.50% | 0.00% | +167.8% | Q4 2025 |
 SPGI | $842K | 0.50% | 0.00% | +178.7% | Q4 2025 |
 ROP | $841K | 0.50% | 0.00% | +188.5% | Q4 2025 |
 SYK | $840K | 0.50% | 0.00% | +162.1% | Q4 2025 |
 ISRG | $809K | 0.48% | 0.00% | +102.8% | Q4 2025 |
 BR | $771K | 0.46% | 0.00% | +162.1% | Q4 2025 |
 NFLX | $762K | 0.45% | 0.00% | +102.5% | Q4 2025 |
 AZO | $518K | 0.31% | 0.00% | +134.8% | Q1 2026 |
 HLT | $489K | 0.29% | 0.00% | New | Q2 2026 |
 CAT | $479K | 0.28% | 0.00% | +32.4% | Q1 2026 |
 DFAX | $447K | 0.26% | Not reported | Not reported | Q4 2025 |
| GOOG | $317K | 0.19% | Not reported | Not reported | Q4 2025 |
 IWS | $316K | 0.19% | Not reported | Not reported | Q4 2025 |
 WFC | $276K | 0.16% | 0.00% | -2.0% | Q4 2025 |
 MU | $238K | 0.14% | 0.00% | New | Q2 2026 |
 HIG | $224K | 0.13% | 0.00% | +0.4% | Q4 2025 |
| Q1 2026 | |||||
| NVDA | $2.84M | 6.98% | 0.00% | -7.3% | Q4 2025 |
| AAPL | $2.5M | 6.13% | 0.00% | +6.0% | Q4 2025 |
| MSFT | $1.6M | 3.93% | 0.00% | -2.7% | Q4 2025 |
| AMZN | $1.47M | 3.60% | 0.00% | -9.6% | Q4 2025 |
| GOOGL | $1.26M | 3.10% | 0.00% | -3.2% | Q4 2025 |
| JPM | $928K | 2.28% | 0.00% | -14.8% | Q4 2025 |
| TSLA | $729K | 1.79% | 0.00% | +1.1% | Q4 2025 |
| WMT | $726K | 1.78% | 0.00% | -24.6% | Q4 2025 |
| AVGO | $707K | 1.73% | 0.00% | +3.0% | Q4 2025 |
| META | $674K | 1.65% | Not reported | +1.8% | Q4 2025 |
| XOM | $652K | 1.60% | 0.00% | -20.6% | Q4 2025 |
| PWR | $648K | 1.59% | 0.00% | -32.0% | Q4 2025 |
| BRK.B | $635K | 1.56% | Not reported | +23.4% | Q4 2025 |
| LLY | $577K | 1.42% | 0.00% | -4.3% | Q4 2025 |
| V | $544K | 1.33% | 0.00% | -22.0% | Q4 2025 |
| FANG | $538K | 1.32% | 0.00% | -34.2% | Q4 2025 |
| FRDM | $518K | 1.27% | Not reported | -53.9% | Q4 2025 |
| NFLX | $507K | 1.24% | 0.00% | +4.6% | Q4 2025 |
| APH | $472K | 1.16% | 0.00% | New | Q1 2026 |
| MSI | $468K | 1.15% | 0.00% | -3.8% | Q4 2025 |
| AMD | $467K | 1.15% | 0.00% | New | Q1 2026 |
| ISRG | $462K | 1.13% | 0.00% | +1.8% | Q4 2025 |
| NEE | $446K | 1.09% | 0.00% | +0.9% | Q4 2025 |
| AMT | $422K | 1.04% | 0.00% | -27.6% | Q4 2025 |
| PGR | $418K | 1.03% | 0.00% | -23.6% | Q4 2025 |
| NOW | $414K | 1.02% | 0.00% | -8.2% | Q4 2025 |
| LIN | $412K | 1.01% | 0.00% | -15.1% | Q4 2025 |
| CRWD | $402K | 0.99% | 0.00% | +3.1% | Q4 2025 |
| UBER | $392K | 0.96% | 0.00% | +4.4% | Q4 2025 |
| CHE | $382K | 0.94% | 0.01% | -27.0% | Q4 2025 |
| CPRT | $373K | 0.91% | 0.00% | -35.6% | Q4 2025 |
| PG | $355K | 0.87% | 0.00% | +1.1% | Q4 2025 |
| SCHW | $355K | 0.87% | 0.00% | New | Q1 2026 |
 ACN | $352K | 0.86% | 0.00% | +3.1% | Q4 2025 |
| TMO | $351K | 0.86% | 0.00% | +2.7% | Q4 2025 |
| BR | $349K | 0.86% | 0.00% | -19.0% | Q4 2025 |
| PHM | $336K | 0.82% | 0.00% | +2.5% | Q4 2025 |
| SYK | $335K | 0.82% | 0.00% | +3.4% | Q4 2025 |
| UNH | $332K | 0.81% | 0.00% | -3.4% | Q4 2025 |
| SPGI | $316K | 0.77% | 0.00% | +9.8% | Q4 2025 |
| CTAS | $314K | 0.77% | 0.00% | +6.2% | Q4 2025 |
| ROP | $305K | 0.75% | 0.00% | -34.0% | Q4 2025 |
| WFC | $271K | 0.66% | 0.00% | -0.4% | Q4 2025 |
| CAT | $241K | 0.59% | 0.00% | New | Q1 2026 |
| AZO | $233K | 0.57% | 0.00% | New | Q1 2026 |
| HIG | $228K | 0.56% | 0.00% | +0.6% | Q4 2025 |
 BSX | $204K | 0.50% | 0.00% | -6.2% | Q4 2025 |
| Q4 2025 | |||||
| NVDA | $3.28M | 3.54% | 0.00% | New | Q4 2025 |
| AAPL | $2.52M | 2.72% | 0.00% | New | Q4 2025 |
| MSFT | $2.15M | 2.32% | 0.00% | New | Q4 2025 |
| AMZN | $1.8M | 1.94% | 0.00% | New | Q4 2025 |
| GOOGL | $1.42M | 1.53% | 0.00% | New | Q4 2025 |
| JPM | $1.19M | 1.29% | 0.00% | New | Q4 2025 |
| FRDM | $1.05M | 1.14% | Not reported | New | Q4 2025 |
| TSLA | $872K | 0.94% | 0.00% | New | Q4 2025 |
| WMT | $863K | 0.93% | 0.00% | New | Q4 2025 |
| V | $810K | 0.87% | 0.00% | New | Q4 2025 |
| AVGO | $768K | 0.83% | 0.00% | New | Q4 2025 |
| META | $764K | 0.82% | Not reported | New | Q4 2025 |
| PWR | $732K | 0.79% | 0.00% | New | Q4 2025 |
| LLY | $704K | 0.76% | 0.00% | New | Q4 2025 |
| CPRT | $683K | 0.74% | 0.00% | New | Q4 2025 |
| PCYN | $677K | 0.73% | 0.38% | New | Q4 2025 |
| NOW | $661K | 0.71% | 0.00% | New | Q4 2025 |
| PGR | $628K | 0.68% | 0.00% | New | Q4 2025 |
| FANG | $621K | 0.67% | 0.00% | New | Q4 2025 |
| AMT | $593K | 0.64% | 0.00% | New | Q4 2025 |
| CHE | $592K | 0.64% | 0.01% | New | Q4 2025 |
| BR | $592K | 0.64% | 0.00% | New | Q4 2025 |
| XOM | $582K | 0.63% | 0.00% | New | Q4 2025 |
| ROP | $580K | 0.63% | 0.00% | New | Q4 2025 |
| ISRG | $558K | 0.60% | 0.00% | New | Q4 2025 |
| BRK.B | $540K | 0.58% | Not reported | New | Q4 2025 |
 MMM | $486K | 0.52% | 0.00% | New | Q4 2025 |
| NFLX | $473K | 0.51% | 0.00% | New | Q4 2025 |
| CRWD | $468K | 0.50% | 0.00% | New | Q4 2025 |
| ACN | $463K | 0.50% | 0.00% | New | Q4 2025 |
 LOW | $446K | 0.48% | 0.00% | New | Q4 2025 |
| MSI | $430K | 0.46% | 0.00% | New | Q4 2025 |
| UBER | $426K | 0.46% | 0.00% | New | Q4 2025 |
| UNH | $420K | 0.45% | 0.00% | New | Q4 2025 |
| DFAX | $418K | 0.45% | Not reported | New | Q4 2025 |
| LIN | $417K | 0.45% | 0.00% | New | Q4 2025 |
| TMO | $403K | 0.43% | 0.00% | New | Q4 2025 |
| NEE | $382K | 0.41% | 0.00% | New | Q4 2025 |
 ELV | $379K | 0.41% | 0.00% | New | Q4 2025 |
| GOOG | $372K | 0.40% | Not reported | New | Q4 2025 |
 DVN | $356K | 0.38% | 0.00% | New | Q4 2025 |
| SPGI | $353K | 0.38% | 0.00% | New | Q4 2025 |
| PG | $349K | 0.38% | 0.00% | New | Q4 2025 |
| SYK | $346K | 0.37% | 0.00% | New | Q4 2025 |
 SHW | $333K | 0.36% | 0.00% | New | Q4 2025 |
| BSX | $330K | 0.36% | 0.00% | New | Q4 2025 |
| CTAS | $329K | 0.35% | 0.00% | New | Q4 2025 |
| PHM | $327K | 0.35% | 0.00% | New | Q4 2025 |
| WFC | $319K | 0.34% | 0.00% | New | Q4 2025 |
| IWS | $297K | 0.32% | Not reported | New | Q4 2025 |