TWIN CITY PRIVATE WEALTH, LLC

CIK 0002021982 · WINSTON-SALEM, NC · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

TWIN CITY PRIVATE WEALTH, LLC reported 104 positions worth $142.6M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: AMAT (3.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$142.6M
2026 Q2
Positions
104
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
26.5%
Est. Net Flow (Q)
2026 Q2
10 / 104 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AMATAPPLIED MATLS INCSH$5.3M3.74%7,372
2JPMJPMORGAN CHASE & COSH$4.3M3.05%13,274
3PMPHILIP MORRIS INTL INCSH$4.1M2.90%22,651
4AMZNAMAZON COM INCSH$3.9M2.73%16,328
5ELVELEVANCE HEALTH INC FORMERLYSH$3.6M2.49%9,187
6WFCWELLS FARGO & COSH$3.5M2.46%42,497
7MSFTMICROSOFT CORPSH$3.4M2.40%9,160
8BKNGBOOKING HOLDINGS INCSH$3.3M2.33%18,676
9SCHWSCHWAB CHARLES CORPSH$3.2M2.23%34,446
10ENBENBRIDGE INCSH$3.1M2.16%56,765

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does TWIN CITY PRIVATE WEALTH, LLC hold as of Q2 2026?

TWIN CITY PRIVATE WEALTH, LLC reported 104 positions worth $142.6M in its Q2 2026 13F filing. Largest positions: AMAT (3.7%), JPM (3.0%), PM (2.9%), AMZN (2.7%) and ELV (2.5%).

What did TWIN CITY PRIVATE WEALTH, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did TWIN CITY PRIVATE WEALTH, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.