TCV Trust & Wealth Management, Inc. Q1 2026 Filing

Filed April 21, 2026

Portfolio Value

$273.6B

Holdings

215

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (215 positions)

StockValue
SPIBSPDR SERIES TRUST
$52.4B
CSCOCISCO SYS INC
$20.7B
VNQVANGUARD INDEX FDS
$16.9B
FASTFASTENAL CO
$15.4B
WMBWILLIAMS COS INC
$15.1B
CSXCSX CORP
$13.2B
XLBSELECT SECTOR SPDR TR
$12.1B
ORLYOREILLY AUTOMOTIVE INC
$12.0B
USBUS BANCORP
$11.7B
XLUSELECT SECTOR SPDR TR
$11.5B
AQLTISHARES TR
$9.5B
OREALTY INCOME CORP
$6.8B
XLFSELECT SECTOR SPDR TR
$6.2B
IWRISHARES TR
$5.9B
EFAVISHARES TR
$5.2B
IXUSISHARES TR
$4.9B
KOCOCA COLA CO
$3.5B
BF/BBROWN FORMAN CORP
$3.3B
MOALTRIA GROUP INC
$3.2B
XLESELECT SECTOR SPDR TR
$2.8B
DDOMINION ENERGY INC
$2.8B
XLFISELECT SECTOR SPDR TR
$2.8B
BACVERIZON COMMUNICATIONS INC
$2.2B
MDLZMONDELEZ INTL INC
$1.9B
BMYBRISTOL-MYERS SQUIBB CO
$1.3B
TAT&T INC
$1.3B
DGRWWISDOMTREE TR
$1.2B
BF/ABROWN FORMAN CORP
$1.2B
AGGISHARES TR
$1.1B
RGCORGC RES INC
$1.1B
EFAISHARES TR
$1.0B
VEAVANGUARD TAX-MANAGED FDS
$1.0B
ICFISHARES TR
$953.7M
PFEPFIZER INC
$886.9M
TFCTRUIST FINL CORP
$859.9M
IJHISHARES TR
$843.0M
BACBANK AMERICA CORP
$712.2M
EPDENTERPRISE PRODS PARTNERS L
$707.6M
ENBENBRIDGE INC
$707.3M
UPSUNITED PARCEL SVCS INC
$694.6M
NEENEXTERA ENERGY INC
$667.2M
SOSOUTHERN CO
$632.7M
FTSMFIRST TR EXCHANGE-TRADED FD
$605.3M
KMBKIMBERLY-CLARK CORP
$556.6M
SHELSHELL PLC
$553.1M
CLCOLGATE PALMOLIVE CO
$553.1M
MCHPMICROCHIP TECHNOLOGY INC.
$537.6M
DFAIDIMENSIONAL ETF TRUST
$533.6M
CFFIC & F FINL CORP
$483.2M
CARRCARRIER GLOBAL CORPORATION
$433.0M
ARANTERO RESOURCES CORP
$432.9M
VWOVANGUARD INTL EQUITY INDEX F
$417.6M
GILGILDAN ACTIVEWEAR INC
$416.5M
CVSCVS HEALTH CORP
$414.8M
KMXCARMAX INC
$408.9M
DWMWISDOMTREE TR
$404.2M
BNDVANGUARD BD INDEX FDS
$404.0M
IEMGISHARES INC
$382.2M
INTCINTEL CORP
$379.3M
TSCOTRACTOR SUPPLY CO
$355.8M
NKENIKE INC
$354.6M
OGEOGE ENERGY CORP
$341.2M
DISDISNEY WALT CO
$328.6M
CPBTHE CAMPBELLS COMPANY
$317.2M
PAYXPAYCHEX INC
$317.0M
PEOEXELON CORP
$310.2M
OKEONEOK INC NEW
$297.4M
PNFPPINNACLE FINL PARTNERS INC
$293.3M
WFCWELLS FARGO & CO
$286.7M
OTISOTIS WORLDWIDE CORP
$286.2M
VCITVANGUARD SCOTTSDALE FDS
$282.2M
DC4DEXCOM INC
$267.8M
BXSLBLACKSTONE SECD LENDING FD
$249.0M
MCXMCCORMICK & CO INC
$241.1M
OMCOMNICOM GROUP INC
$239.5M
HIWHIGHWOODS PPTYS INC
$236.0M
GMGENERAL MTRS CO
$234.2M
SYYSYSCO CORP
$212.1M
VMBSVANGUARD SCOTTSDALE FDS
$210.6M
KMIKINDER MORGAN INC DEL
$208.1M
DLNWISDOMTREE TR
$203.2M
AVGOBROADCOM INC
$65.7M
GVIISHARES TR
$49.3M
VOVANGUARD INDEX FDS
$44.9M
VBVANGUARD INDEX FDS
$44.6M
MSFTMICROSOFT CORP
$42.4M
AAPLAPPLE INC
$40.5M
SPYSTATE STR SPDR S&P 500 ETF T
$35.2M
GLWCORNING INC
$26.2M
JPMJPMORGAN CHASE & CO
$24.9M
JNJJOHNSON & JOHNSON
$24.3M
XLCSELECT SECTOR SPDR TR
$21.9M
TJXTJX COS INC NEW
$21.2M
LLYELI LILLY & CO
$21.2M
AMGNAMGEN INC
$20.2M
VVISA INC
$20.0M
CVXCHEVRON CORPORATION
$19.2M
AMZNAMAZON COM INC
$18.9M
BLKBLACKROCK INC
$18.0M
CBCHUBB LTD SWITZ
$17.7M
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