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Tradewinds Capital Management, LLC

Q2 2026 13F filing

Updated 48 days ago

715 disclosed positions worth $562.6M

Portfolio value
$562.6M
Total holdings
715
New positions
69
Closed positions
73
Increased
139
Decreased
132
Turnover
19.9%
Filed
2026-07-24

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES INC

-19.9%
Value
$49.2M
Shares
243.6K
% Port
8.74%
S

SELECT SECTOR SPDR TR

+580.2%
Value
$42.3M
Shares
795.5K
% Port
7.51%
?
3.N/A

ISHARES TR

+608076.3%
Value
$38.9M
Shares
1.90M
% Port
6.91%
?
4.N/A

J P MORGAN EXCHANGE TRADED F

Value
$38.5M
Shares
387.4K
% Port
6.84%
?
5.N/A

ISHARES U S ETF TR

-11.7%
Value
$37.2M
Shares
1.23M
% Port
6.62%
S

ABRDN SILVER ETF TRUST

+11.0%
Value
$31.5M
Shares
559.5K
% Port
5.59%
?
7.N/A

FRANKLIN TEMPLETON ETF TR

Value
$27.8M
Shares
786.8K
% Port
4.94%
S

SELECT SECTOR SPDR TR

+25855.4%
Value
$27.4M
Shares
147.9K
% Port
4.87%
?
9.N/A

SPDR INDEX SHS FDS

-25.4%
Value
$26.1M
Shares
387.8K
% Port
4.64%
S

SPDR SERIES TRUST

+940.3%
Value
$25.2M
Shares
992.2K
% Port
4.49%
?
11.N/A

ISHARES TR

-4.8%
Value
$24.3M
Shares
199.6K
% Port
4.32%
S

SPDR INDEX SHS FDS

-28.6%
Value
$20.7M
Shares
399.0K
% Port
3.67%
S

SCHWAB STRATEGIC TR

+10.4%
Value
$13.4M
Shares
454.0K
% Port
2.38%
?
14.N/A

VANGUARD MUN BD FDS

Value
$11.8M
Shares
154.0K
% Port
2.09%
E
15.ETHA

ISHARES TR

Value
$11.6M
Shares
122.9K
% Port
2.06%
M
16.MSFT

MICROSOFT CORP

+4.4%
Value
$9.9M
Shares
26.7K
% Port
1.77%
J

J P MORGAN EXCHANGE TRADED F

+7.9%
Value
$8.4M
Shares
165.7K
% Port
1.49%
S

SCHWAB STRATEGIC TR

+10.3%
Value
$6.9M
Shares
247.7K
% Port
1.22%
S

SPDR SERIES TRUST

+9.7%
Value
$5.3M
Shares
77.9K
% Port
0.94%
S

SCHWAB STRATEGIC TR

+3.1%
Value
$4.9M
Shares
136.8K
% Port
0.88%
A
21.AAPL

APPLE INC

+3.4%
Value
$4.9M
Shares
17.0K
% Port
0.87%
M
22.MU

MICRON TECHNOLOGY INC

-2.4%
Value
$4.8M
Shares
4.2K
% Port
0.86%
?
23.N/A

SPDR SERIES TRUST

-75.5%
Value
$3.6M
Shares
123.2K
% Port
0.64%
A
24.AMZN

AMAZON COM INC

-6.7%
Value
$3.1M
Shares
12.9K
% Port
0.55%
S

SPDR SERIES TRUST

+11.9%
Value
$3M
Shares
99.8K
% Port
0.53%
J
26.JNJ

JOHNSON & JOHNSON

Unchanged
Value
$2.9M
Shares
11.3K
% Port
0.51%
S

SCHWAB STRATEGIC TR

+11.9%
Value
$2.8M
Shares
58.6K
% Port
0.50%
G

ALPHABET INC

-1.5%
Value
$2.4M
Shares
6.8K
% Port
0.43%
V
29.VVR

INVESCO EXCH TRADED FD TR II

-0.8%
Value
$2.4M
Shares
115.7K
% Port
0.42%
N
30.NVDA

NVIDIA CORPORATION

+6.8%
Value
$2.3M
Shares
11.7K
% Port
0.42%
S

SPDR SERIES TRUST

-0.1%
Value
$2.2M
Shares
18.7K
% Port
0.40%
S

SPDR SERIES TRUST

+0.2%
Value
$2.1M
Shares
34.2K
% Port
0.37%
V
33.VGES

VANGUARD INDEX FDS

-1.6%
Value
$2M
Shares
2.9K
% Port
0.36%
Q
34.QQQ

INVESCO QQQ TR

+17.1%
Value
$1.9M
Shares
2.6K
% Port
0.34%
X
35.XOM

EXXON MOBIL CORP

+0.1%
Value
$1.9M
Shares
13.6K
% Port
0.33%
?
36.N/A

ISHARES TR

+0.1%
Value
$1.7M
Shares
22.5K
% Port
0.30%
V
37.VMI

VALMONT INDS INC

Unchanged
Value
$1.6M
Shares
2.8K
% Port
0.29%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$1.5M
Shares
2
% Port
0.27%
S

SPDR SERIES TRUST

-1.5%
Value
$1.4M
Shares
44.0K
% Port
0.24%
E
40.ETHA

ISHARES INC

-0.4%
Value
$1.3M
Shares
31.3K
% Port
0.23%
C
41.COST

COSTCO WHOLESALE CORPORATION

-8.2%
Value
$1.2M
Shares
1.3K
% Port
0.21%
?
42.N/A

ISHARES TR

+1.0%
Value
$1.2M
Shares
23.8K
% Port
0.21%
B

BERKSHIRE HATHAWAY INC DEL

-0.9%
Value
$1.1M
Shares
2.3K
% Port
0.20%
?
44.N/A

FIDELITY COMWLTH TR

+0.1%
Value
$1.1M
Shares
10.9K
% Port
0.20%
S
45.SBUX

STARBUCKS CORP

-14.6%
Value
$945K
Shares
9.3K
% Port
0.17%
G

ALPHABET INC

+3.9%
Value
$883K
Shares
2.5K
% Port
0.16%
E
47.ETHA

ISHARES INC

-95.2%
Value
$878K
Shares
11.7K
% Port
0.16%
G
48.GLW

CORNING INC

+2.3%
Value
$786K
Shares
3.1K
% Port
0.14%
A
49.ABT

ABBOTT LABORATORIES

-2.1%
Value
$779K
Shares
8.6K
% Port
0.14%
H
50.HON

HONEYWELL INTL INC

Value
$771K
Shares
3.4K
% Port
0.14%