TCV Trust & Wealth Management, Inc.
Q3 2025 13F Holdings
- Locationrichmond, VA
- Num holdings
223
- Value ($000)
$1,194,285
- Date Filed10/23/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVGO BROADCOM INC | COM | 11135F101 | $73.09 M | 6 % | 221,558 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $59.87 M | 5 % | 115,594 | ||
KRE SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | $47.63 M | 4 % | 1,405,341 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $45.65 M | 4 % | 155,398 | ||
GVI ISHARES TR | INTRM GOV CR ETF | 464288612 | $45.06 M | 4 % | 419,430 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $43.19 M | 4 % | 169,868 | ||
AAPL APPLE INC | COM | 037833100 | $41.78 M | 4 % | 164,067 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $35.47 M | 3 % | 53,244 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $27.40 M | 2 % | 86,878 | ||
XLC SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | $23.29 M | 2 % | 196,763 |
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