Twin City Private Wealth, LLC filed its 13F report for Q1 2026 on April 24, 2026. The portfolio totaled 131.84 M reflecting a -0.28% change from the prior quarter, spanning 96 assets. The top 10 holdings comprised 25.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 6 complete exits.
Items:
Total Value:
| Issuer Name | Class | Value | Shares | Option Type |
|---|
Twin City Private Wealth submitted their Form 13F-HR for the Q1 2026 period on 04/24/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Twin City Private Wealth reported a managed portfolio value of 131.84 M, consisting of 96 individual positions.
This page displays the raw filing documents. To see which stocks Twin City Private Wealth bought or sold during Q1 2026, please visit Twin City Private Wealth's Portfolio Analysis page.