TCV Trust & Wealth Management, Inc.
Q2 2025 13F Holdings
- Locationrichmond, VA
- Num holdings
210
- Value ($000)
$1,143,958
- Date Filed07/11/2025
- Form type13F-HR
- CIK0001135439
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVGO BROADCOM INC | COM | 11135F101 | $63.41 M | 6 % | 230,026 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $58.24 M | 5 % | 117,086 | ||
KRE SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | $44.41 M | 4 % | 1,322,605 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $43.93 M | 4 % | 156,997 | ||
GVI ISHARES TR | INTRM GOV CR ETF | 464288612 | $43.67 M | 4 % | 408,955 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $40.58 M | 4 % | 171,223 | ||
AAPL APPLE INC | COM | 037833100 | $33.84 M | 3 % | 164,944 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $32.61 M | 3 % | 52,782 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $25.78 M | 2 % | 88,907 | ||
V VISA INC | COM CL A | 92826C839 | $24.72 M | 2 % | 69,613 |
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