SEC Form 13F

TCV Trust & Wealth Management, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$1,319,844,871
Positions226

Largest disclosed positions

IssuerTickerClassReported valueReported amount
BROADCOM INCAVGOCOM$78,097,168206,743
SPDR SERIES TRUSTSPIBST INTER BD ETF$54,368,6511,624,885
VANGUARD INDEX FDSVBSMALL CP ETF$51,004,182168,264
ISHARES TRGVIINTRM GOV CR ETF$50,374,331474,804
VANGUARD INDEX FDSVOMID CAP ETF$49,954,446620,012
CORNING INCGLWCOM$48,078,821188,227
APPLE INCAAPLCOM$46,065,822159,199
MICROSOFT CORPMSFTCOM$42,857,758114,894
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$39,203,93052,498
CISCO SYS INCCSCOCOM$30,755,843261,841

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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