TCV Trust & Wealth Management, Inc.
Q4 2025 13F Holdings
- Locationrichmond, VA
- Num holdings
228
- Value ($000)
$1,238,522
- Date Filed01/23/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BROADCOM INC | COM | 11135F101 | $74.88M | 6 % | 216,364 | ||
MICROSOFT CORP | COM | 594918104 | $55.85M | 5 % | 115,474 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A375 | $50.75M | 4 % | 1,501,070 | ||
ISHARES TR | INTRM GOV CR ETF | 464288612 | $47.96M | 4 % | 446,728 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $45.6M | 4 % | 157,113 | ||
APPLE INC | COM | 037833100 | $44.86M | 4 % | 165,005 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $44.32M | 4 % | 171,826 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $39.33M | 3 % | 57,672 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | $27.98M | 2 % | 86,824 | ||
ELI LILLY & CO | COM | 532457108 | $25.26M | 2 % | 23,506 |
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