Tailwinds Wealth, LLC
CIK
2109222
Location
VADNAIS HEIGHTS, MN
Portfolio Value
Micro
$58,506,043
Diversification
Diversified
Filing Date
Global Rank
#6,771
/ 8,517
▲ 908
Top Industry
Semiconductors
16.3%
3Y Alpha vs SPY
+4.8%
Period ended 46 days ago
Filed Jul 13, 2026 · 33d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+15.2%
SPY
+13.9%
Annualised alpha
+3.0%
Max drawdown
−7.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
47 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.3%
−2.3 pts
Top 5
30.0%
−9.0 pts
Top 10
45.1%
−10.4 pts
HHI
334
Diversified−98
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.0% | $23,410,282 |
| Financial Services | 13.4% | $7,841,581 |
| Healthcare | 10.7% | $6,232,594 |
| Consumer Cyclical | 10.4% | $6,109,929 |
| Communication Services | 6.9% | $4,037,587 |
| Industrials | 6.5% | $3,814,660 |
| Consumer Defensive | 3.7% | $2,189,486 |
| Energy | 3.5% | $2,027,578 |
| Real Estate | 1.8% | $1,052,082 |
| Utilities | 1.5% | $896,131 |
| Basic Materials | 1.5% | $894,133 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPRT | Copart Inc | +24,915 | 36,150 | $1,019,068 | |
| NOW | ServiceNow, Inc. | +8,295 | 12,255 | $1,216,676 | |
| NVDA | Nvidia Corp | +7,832 | 24,144 | $4,830,972 | |
| UBER | Uber Technologies, Inc | +6,867 | 12,311 | $888,361 | |
| SCHW | Schwab Charles Corp | +5,714 | 9,493 | $875,919 | |
| AAPL | Apple Inc. | +5,660 | 15,505 | $4,486,526 | |
| WMT | Walmart Inc. | +5,447 | 11,290 | $1,278,705 | |
| NEE | Nextera Energy Inc | +5,412 | 10,210 | $896,131 | |
| NFLX | Netflix Inc | +5,404 | 10,678 | $762,409 | |
| AMZN | Amazon Com Inc | +4,638 | 11,677 | $2,783,096 | |
| APH | Amphenol Corp /De/ | +4,413 | 8,147 | $1,436,479 | |
| PHM | Pultegroup Inc/Mi/ | +4,278 | 7,133 | $978,718 | |
| AVGO | Broadcom Inc. | +4,232 | 6,517 | $2,461,796 | |
| PGR | Progressive Corp/Oh/ | +4,137 | 6,245 | $1,364,220 | |
| AMT | American Tower Corp /Ma/ | +3,985 | 6,432 | $1,052,082 | |
| PG | PROCTER & GAMBLE Co | +3,750 | 6,211 | $910,781 | |
| MSFT | Microsoft Corp | +3,732 | 8,061 | $3,006,914 | |
| BR | Broadridge Financial Solutions, Inc. | +3,484 | 5,633 | $771,439 | |
| FANG | Diamondback Energy, Inc. | +3,380 | 6,098 | $1,071,906 | |
| XOM | ExxonMobil Holdings Corp | +3,148 | 6,990 | $955,672 | |
| CTAS | Cintas Corp | +3,119 | 4,978 | $846,658 | |
| JPM | Jpmorgan Chase & Co | +2,244 | 5,398 | $1,766,927 | |
| V | Visa Inc. | +2,107 | 3,908 | $1,340,795 | |
| GOOGL | Alphabet Inc. | +2,002 | 6,400 | $2,287,168 | |
| CHE | Chemed Corp | +1,770 | 2,780 | $1,294,757 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WFC | Wells Fargo & Company/Mn | −68 | 3,337 | $275,769 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
5 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ACIO | Aptus Collared Investment Opportunity ETF | 91,428 | $3,836,318 | |
| BKAG | BNY Mellon Core Bond ETF | 63,538 | $2,681,303 | |
| VEA | Vanguard FTSE Developed Markets ETF | 35,884 | $2,299,446 | |
| ACN | Accenture plc | 1,777 | $352,361 | |
| BSX | Boston Scientific Corp | 3,250 | $203,937 | |
| No positions match the current search. | ||||
47 tracked positions ·
$58,506,043 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 24,144 | $4,830,972 | 8.26% | |
| AAPL |
Apple Inc.
Technology
|
Added | 15,505 | $4,486,526 | 7.67% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 8,061 | $3,006,914 | 5.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 11,677 | $2,783,096 | 4.76% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,517 | $2,461,796 | 4.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 6,400 | $2,287,168 | 3.91% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 3,422 | $1,987,874 | 3.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,398 | $1,766,927 | 3.02% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 8,147 | $1,436,479 | 2.46% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 6,245 | $1,364,220 | 2.33% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,189 | $1,341,293 | 2.29% | |
| V |
Visa Inc.
Financial Services
|
Added | 3,908 | $1,340,795 | 2.29% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,088 | $1,304,979 | 2.23% | |
| CHE |
Chemed Corp
Healthcare
|
Added | 2,780 | $1,294,757 | 2.21% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 11,290 | $1,278,705 | 2.19% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Added | 1,761 | $1,267,990 | 2.17% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 12,255 | $1,216,676 | 2.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,392 | $1,196,932 | 2.05% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 2,648 | $1,100,588 | 1.88% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
Added | 6,098 | $1,071,906 | 1.83% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Added | 6,432 | $1,052,082 | 1.80% | |
| CPRT |
Copart Inc
Industrials
|
Added | 36,150 | $1,019,068 | 1.74% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,754 | $988,010 | 1.69% | |
| PHM |
Pultegroup Inc/Mi/
Consumer Cyclical
|
Added | 7,133 | $978,718 | 1.67% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 6,990 | $955,672 | 1.63% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 6,211 | $910,781 | 1.56% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 10,210 | $896,131 | 1.53% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 1,723 | $894,133 | 1.53% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 12,311 | $888,361 | 1.52% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 1,762 | $883,396 | 1.51% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 9,493 | $875,919 | 1.50% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 2,100 | $872,109 | 1.49% | |
| CTAS |
Cintas Corp
Industrials
|
Added | 4,978 | $846,658 | 1.45% | |
| ROP |
Roper Technologies Inc
Technology
|
Added | 2,484 | $840,560 | 1.44% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 2,668 | $839,993 | 1.44% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 2,034 | $808,881 | 1.38% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 2,068 | $796,796 | 1.36% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Added | 5,633 | $771,439 | 1.32% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 10,678 | $762,409 | 1.30% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Added | 162 | $517,742 | 0.88% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
NEW | 1,480 | $489,080 | 0.84% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 450 | $479,205 | 0.82% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 1,954 | $372,793 | 0.64% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 3,337 | $275,769 | 0.47% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 206 | $237,783 | 0.41% | |
| HIG |
Hartford Insurance Group, Inc.
Financial Services
|
Added | 1,692 | $224,223 | 0.38% | |
| MMM |
3M Co
Industrials
|
NEW | 1,246 | $201,739 | 0.34% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.