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The Analysis of Tailwinds Wealth, LLC's Holdings & P&L

Currently, Tailwinds Wealth, LLC holds 57 types of securities in its portfolio with a total value $40.8M. In the most recent quarter, they have increased their positions in BKAG (+16.7K shares, valued at $705.0K), APH (+3.7K shares, valued at $471.8K), AMD (+2.3K shares, valued at $467.3K); decreased their positions in VEA (-36.6K shares, valued at $2.3M), FRDM (-11.1K shares, valued at $605.3K), VWO (-9.5K shares, valued at $514.2K); initiated new positions in APH (+3.7K shares, valued at $471.8K), AMD (+2.3K shares, valued at $467.3K), SCHW (+3.8K shares, valued at $355.2K).

1M P&L

-1.5M-3.60%

3M P&L

-500.7K-1.20%

HY P&L

-67.6K-0.16%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A12.8M

34.3%

2Semiconductors3.3M

8.9%

3Consumer Electronics2.5M

6.7%

Top Industries by Stock Count

1N/A11 stocks

21.2%

2Software - Application3 stocks

5.8%

3Semiconductors2 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ACIO ETF SER SOLUTIONS91.4K shares12.02%2026-03-312026-05-04

NVDA NVIDIA CORPORATION16.3K shares-7.29%2026-03-312026-05-04

BKAG BNY MELLON ETF TRUST63.5K shares35.67%2026-03-312026-05-04

AAPL APPLE INC9.8K shares6.01%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS35.9K shares-50.49%2026-03-312026-05-04

MSFT MICROSOFT CORP4.3K shares-2.74%2026-03-312026-05-04

AMZN AMAZON COM INC7.0K shares-9.55%2026-03-312026-05-04

ALPHABET INC ALPHABET INC4.4K shares-3.15%2026-03-312026-05-04

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DMBS DOUBLELINE ETF TRUST25.5K shares35.60%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO3.2K shares-14.76%2026-03-312026-05-04

TSLA TESLA INC2.0K shares1.14%2026-03-312026-05-04

WMT WALMART INC5.8K shares-24.55%2026-03-312026-05-04

BROADCOM INC BROADCOM INC2.3K shares2.97%2026-03-312026-05-04

META META PLATFORMS INC1.2K shares1.82%2026-03-312026-05-04

XOM EXXON MOBIL CORP3.8K shares-20.60%2026-03-312026-05-04

PWR QUANTA SVCS INC1.2K shares-31.95%2026-03-312026-05-04

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BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares23.35%2026-03-312026-05-04

XHLF BONDBLOXX ETF TRUST12.0K shares125.25%2026-03-312026-05-04

LLY ELI LILLY & CO627 shares-4.27%2026-03-312026-05-04

V VISA INC1.8K shares-22.03%2026-03-312026-05-04

FANG DIAMONDBACK ENERGY INC2.7K shares-34.19%2026-03-312026-05-04

FRDM EA SERIES TRUST9.5K shares-53.89%2026-03-312026-05-04

NFLX NETFLIX INC.5.3K shares4.60%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F9.3K shares-50.44%2026-03-312026-05-04

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APH AMPHENOL CORP3.7K sharesnew addition2026-03-312026-05-04

MSI MOTOROLA SOLUTIONS INC1.1K shares-3.83%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC2.3K sharesnew addition2026-03-312026-05-04

ISRG INTUITIVE SURGICAL INC1.0K shares1.83%2026-03-312026-05-04

NEE NEXTERA ENERGY INC4.8K shares0.90%2026-03-312026-05-04

AMT AMERICAN TOWER CORP2.4K shares-27.58%2026-03-312026-05-04

PGR PROGRESSIVE CORP2.1K shares-23.60%2026-03-312026-05-04

NOW SERVICENOW INC4.0K shares-8.23%2026-03-312026-05-04

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LINDE PLC LINDE PLC830 shares-15.05%2026-03-312026-05-04

CRWD CROWDSTRIKE HLDGS INC1.0K shares3.10%2026-03-312026-05-04

UBER UBER TECHNOLOGIES INC5.4K shares4.39%2026-03-312026-05-04

CHE CHEMED CORP NEW1.0K shares-27.02%2026-03-312026-05-04

CPRT COPART INC11.2K shares-35.63%2026-03-312026-05-04

PG PROCTER & GAMBLE CO2.5K shares1.07%2026-03-312026-05-04

SCHW SCHWAB CHARLES CORP3.8K sharesnew addition2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.8K shares3.07%2026-03-312026-05-04

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TMO THERMO FISHER SCIENTIFIC INC715 shares2.73%2026-03-312026-05-04

BR BROADRIDGE FINL SOLUTIONS IN2.1K shares-19.00%2026-03-312026-05-04

ICLO INVESCO ACTIVELY MANAGED EXC13.2K sharesnew addition2026-03-312026-05-04

PHM PULTE GROUP INC2.9K shares2.51%2026-03-312026-05-04

SYK STRYKER CORPORATION1.0K shares3.35%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC1.2K shares-3.38%2026-03-312026-05-04

SPGI S&P GLOBAL INC742 shares9.76%2026-03-312026-05-04

CTAS CINTAS CORP1.9K shares6.23%2026-03-312026-05-04

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PGF INVESCO EXCHANGE TRADED FD T22.2K shares36.56%2026-03-312026-05-04

ROP ROPER TECHNOLOGIES INC861 shares-33.97%2026-03-312026-05-04

WFC WELLS FARGO & CO3.4K shares-0.38%2026-03-312026-05-04

IEMG ISHARES INC3.6K shares-2.43%2026-03-312026-05-04

CAT CATERPILLAR INC340 sharesnew addition2026-03-312026-05-04

AZO AUTOZONE INC69 sharesnew addition2026-03-312026-05-04

SSUS STRATEGY SHS4.9K shares-16.27%2026-03-312026-05-04

HIG HARTFORD INSURANCE GROUP INC1.7K shares0.60%2026-03-312026-05-04

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BSX BOSTON SCIENTIFIC CORP3.3K shares-6.18%2026-03-312026-05-04

ACIO

ETF SER SOLUTIONS

12.02%

Shares91.4K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-7.29%

Shares16.3K

Event2026-03-31

Filed2026-05-04

BKAG

BNY MELLON ETF TRUST

35.67%

Shares63.5K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

6.01%

Shares9.8K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

-50.49%

Shares35.9K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

-2.74%

Shares4.3K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

-9.55%

Shares7.0K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-3.15%

Shares4.4K

Event2026-03-31

Filed2026-05-04

DMBS

DOUBLELINE ETF TRUST

35.60%

Shares25.5K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

-14.76%

Shares3.2K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

1.14%

Shares2.0K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

-24.55%

Shares5.8K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

2.97%

Shares2.3K

Event2026-03-31

Filed2026-05-04