Tailwinds Wealth, LLC

CIK

2109222

Location

VADNAIS HEIGHTS, MN

Portfolio Value

Micro $1,189,426

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

2 positions · $1,189,426 total · Energy only · 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	History
XOM	Exxon Mobil Corp Energy	Reduced	3,842	-997	$651,833	+11.9%	54.80%
FANG	Diamondback Energy, Inc. Energy	Reduced	2,718	-1,412	$537,593	−13.4%	45.20%