§ 13F · FUND PROFILE
TCV Trust & Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1144.0T (13F)Positions · 386Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 155K | $53.8T | 4.3% | −2% |
| 2 | SPIB | SPDR SERIES TRUST | 1.34M | $45.2T | 3.6% | +724% |
| 3 | GVI | ISHARES TR | 397K | $42.7T | 3.4% | +722% |
| 4 | MSFT | MICROSOFT CORP | 78K | $37.8T | 3.1% | +1% |
| 5 | VO | VANGUARD INDEX FDS | 124K | $36.1T | 2.9% | +1% |
| 6 | VB | VANGUARD INDEX FDS | 138K | $35.7T | 2.9% | +1% |
| 7 | SPY | SPDR S&P 500 ETF TR | 49K | $33.3T | 2.7% | +635% |
| 8 | AAPL | APPLE INC | 119K | $32.5T | 2.6% | ±0% |
| 9 | AVGO | BROADCOM INC | 61K | $21.1T | 1.7% | −62% |
| 10 | JPM | JPMORGAN CHASE & CO. | 64K | $20.6T | 1.7% | +178% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TCV SIGNAL
AC read
TCV Trust & Wealth Management, Inc. is a Other fund managing $1143958.0 trillion in assets. The fund runs a broad portfolio of 386 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed