Tailwinds Wealth, LLC

CIK

2109222

Location

VADNAIS HEIGHTS, MN

Portfolio Value

Micro $27,948,048

Diversification

Diversified

Filing Date

Global Rank

#7,112 / 8,232 ▲ 79

Top Industry

Semiconductors 14.4%

3Y Alpha vs SPY

-15.1%

Period ended 2 months ago

Filed May 4, 2026 · 40d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+4.8%

SPY

+9.1%

Annualised alpha

-15.1%

Max drawdown

−7.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

46 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.2%

+0.2 pts

Top 5

34.6%

+0.7 pts

Top 10

48.1%

+0.5 pts

HHI

382

Diversified+13

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.3%	$11,274,319	13
Financial Services	13.2%	$3,695,108	8
Consumer Cyclical	9.9%	$2,763,484	4
Healthcare	9.5%	$2,642,752	7
Communication Services	8.8%	$2,445,752	3
Industrials	5.6%	$1,576,152	4
Energy	4.3%	$1,189,426	2
Consumer Defensive	3.9%	$1,081,634	2
Utilities	1.6%	$445,638	1
Real Estate	1.5%	$422,303	1
Basic Materials	1.5%	$411,480	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+558	9,845	$2,498,562
BRK-B	Berkshire Hathaway Inc	+251	1,326	$635,419
NFLX	Netflix Inc	+232	5,274	$507,095
UBER	Uber Technologies, Inc	+229	5,444	$391,586
CTAS	Cintas Corp	+109	1,859	$314,431
PHM	Pultegroup Inc/Mi/	+70	2,855	$335,776
AVGO	Broadcom Inc.	+66	2,285	$707,230
SPGI	S&P Global Inc.	+66	742	$315,602
ACN	Accenture plc	+53	1,777	$352,361
NEE	Nextera Energy Inc	+43	4,798	$445,638
SYK	Stryker Corp	+33	1,018	$334,504
CRWD	CrowdStrike Holdings, Inc.	+31	1,030	$402,122
PG	PROCTER & GAMBLE Co	+26	2,461	$355,466
TSLA	Tesla, Inc.	+22	1,960	$728,630
META	Meta Platforms, Inc.	+21	1,178	$673,969
TMO	Thermo Fisher Scientific Inc.	+19	715	$351,443
ISRG	Intuitive Surgical Inc	+18	1,003	$462,372
HIG	Hartford Insurance Group, Inc.	+10	1,685	$227,862
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
CPRT	Copart Inc	−6,219	11,235	$373,002
WMT	Walmart Inc.	−1,901	5,843	$726,168
FANG	Diamondback Energy, Inc.	−1,412	2,718	$537,593
NVDA	Nvidia Corp	−1,282	16,312	$2,844,812
XOM	Exxon Mobil Corp	−997	3,842	$651,833
AMT	American Tower Corp /Ma/	−932	2,447	$422,303
AMZN	Amazon Com Inc	−743	7,039	$1,466,012
PGR	Progressive Corp/Oh/	−651	2,108	$417,889
PWR	Quanta Services, Inc.	−554	1,180	$647,843
JPM	Jpmorgan Chase & Co	−546	3,154	$927,780
V	Visa Inc.	−509	1,801	$544,334
BR	Broadridge Financial Solutions, Inc.	−504	2,149	$349,169
ROP	Roper Technologies Inc	−443	861	$304,673
CHE	Chemed Corp	−374	1,010	$381,517
NOW	ServiceNow, Inc.	−355	3,960	$414,018
BSX	Boston Scientific Corp	−214	3,250	$203,937
LIN	Linde PLC	−147	830	$411,480
GOOGL	Alphabet Inc.	−143	4,398	$1,264,688
MSFT	Microsoft Corp	−122	4,329	$1,602,465
MSI	Motorola Solutions, Inc.	−43	1,079	$468,253
UNH	Unitedhealth Group Inc	−43	1,228	$332,284
LLY	ELI LILLY & Co	−28	627	$576,695
WFC	Wells Fargo & Company/Mn	−13	3,405	$271,072
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	3,734	$471,790
AMD	Advanced Micro Devices Inc	2,297	$467,278
SCHW	Schwab Charles Corp	3,779	$355,150
CAT	Caterpillar Inc	340	$240,876
AZO	Autozone Inc	69	$233,066
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
MMM	3M Co	3,038	$486,383
LOW	Lowes Companies Inc	1,851	$446,387
ELV	Elevance Health, Inc.	1,081	$378,944
DVN	Devon Energy Corp/De	9,728	$356,336
SHW	Sherwin Williams Co	1,027	$332,778
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

46 positions · $27,948,048 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	16,312	-1,282	$2,844,812	−13.3%	10.18%
AAPL	Apple Inc. Technology	Added	9,845	+558	$2,498,562	−1.0%	8.94%
MSFT	Microsoft Corp Technology	Reduced	4,329	-122	$1,602,465	−25.6%	5.73%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,039	-743	$1,466,012	−18.4%	5.25%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,398	-143	$1,264,688	−11.0%	4.53%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,154	-546	$927,780	−22.2%	3.32%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,960	+22	$728,630	−16.4%	2.61%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,843	-1,901	$726,168	−15.8%	2.60%
AVGO	Broadcom Inc. Technology	Added	2,285	+66	$707,230	−7.9%	2.53%
META	Meta Platforms, Inc. Communication Services	Added	1,178	+21	$673,969	−11.8%	2.41%
XOM	Exxon Mobil Corp Energy	Reduced	3,842	-997	$651,833	+11.9%	2.33%
PWR	Quanta Services, Inc. Industrials	Reduced	1,180	-554	$647,843	−11.5%	2.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,326	+251	$635,419	+17.6%	2.27%
LLY	ELI LILLY & Co Healthcare	Reduced	627	-28	$576,695	−18.1%	2.06%
V	Visa Inc. Financial Services	Reduced	1,801	-509	$544,334	−32.8%	1.95%
FANG	Diamondback Energy, Inc. Energy	Reduced	2,718	-1,412	$537,593	−13.4%	1.92%
NFLX	Netflix Inc Communication Services	Added	5,274	+232	$507,095	+7.3%	1.81%
APH	Amphenol Corp /De/ Technology	NEW	3,734	NEW	$471,790	NEW	1.69%
MSI	Motorola Solutions, Inc. Technology	Reduced	1,079	-43	$468,253	+8.9%	1.68%
AMD	Advanced Micro Devices Inc Technology	NEW	2,297	NEW	$467,278	NEW	1.67%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,003	+18	$462,372	−17.1%	1.65%
NEE	Nextera Energy Inc Utilities	Added	4,798	+43	$445,638	+16.7%	1.59%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	2,447	-932	$422,303	−28.8%	1.51%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	2,108	-651	$417,889	−33.5%	1.50%
NOW	ServiceNow, Inc. Technology	Reduced	3,960	-355	$414,018	−37.4%	1.48%
LIN	Linde PLC Basic Materials	Reduced	830	-147	$411,480	−1.2%	1.47%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,030	+31	$402,122	−14.1%	1.44%
UBER	Uber Technologies, Inc Technology	Added	5,444	+229	$391,586	−8.1%	1.40%
CHE	Chemed Corp Healthcare	Reduced	1,010	-374	$381,517	−35.6%	1.37%
CPRT	Copart Inc Industrials	Reduced	11,235	-6,219	$373,002	−45.4%	1.33%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,461	+26	$355,466	+1.9%	1.27%
SCHW	Schwab Charles Corp Financial Services	NEW	3,779	NEW	$355,150	NEW	1.27%
ACN	Accenture plc Technology	Added	1,777	+53	$352,361	−23.8%	1.26%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	715	+19	$351,443	−12.9%	1.26%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	2,149	-504	$349,169	−41.0%	1.25%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Added	2,855	+70	$335,776	+2.8%	1.20%
SYK	Stryker Corp Healthcare	Added	1,018	+33	$334,504	−3.4%	1.20%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,228	-43	$332,284	−20.8%	1.19%
SPGI	S&P Global Inc. Financial Services	Added	742	+66	$315,602	−10.7%	1.13%
CTAS	Cintas Corp Industrials	Added	1,859	+109	$314,431	−4.5%	1.13%
ROP	Roper Technologies Inc Technology	Reduced	861	-443	$304,673	−47.5%	1.09%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	3,405	-13	$271,072	−14.9%	0.97%
CAT	Caterpillar Inc Industrials	NEW	340	NEW	$240,876	NEW	0.86%
AZO	Autozone Inc Consumer Cyclical	NEW	69	NEW	$233,066	NEW	0.83%
HIG	Hartford Insurance Group, Inc. Financial Services	Added	1,685	+10	$227,862	−1.3%	0.82%
BSX	Boston Scientific Corp Healthcare	Reduced	3,250	-214	$203,937	−38.3%	0.73%