Tradewinds Capital Management, LLC

CIK: 1616026SEC EDGAR →

Portfolio Value

$386.9B

Holdings

719

As of

Q1 2026

New Positions

719

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES U S ETF TR

1,387,976$46.9B
12.13%
2

SPDR INDEX SHS FDS

520,182$38.8B
10.04%
3

WORLD GOLD TR

413,927$38.4B
9.92%
4

ISHARES INC

675,263$36.7B
9.48%
5

ABRDN SILVER ETF TRUST

503,923$36.1B
9.33%
6

SPDR INDEX SHS FDS

558,565$26.2B
6.77%
7

ISHARES INC

352,993$23.9B
6.19%
8

ISHARES INC

241,002$18.1B
4.69%
9

FRANKLIN TEMPLETON ETF TR

487,318$17.6B
4.56%
10

SPDR SERIES TRUST

502,038$14.6B
3.77%

Sector Breakdown

Sector# HoldingsValue%
Financial Services266$301.8B78.0%
Technology102$76.2B19.7%
Energy20$1.5B0.4%
Healthcare60$1.4B0.4%
Unknown49$1.2B0.3%
Industrials59$1.2B0.3%
Consumer Cyclical47$1.2B0.3%
Utilities23$1.1B0.3%
Communication Services23$476.8M0.1%
Consumer Defensive20$396.9M0.1%
Basic Materials32$281.7M0.1%
Real Estate18$176.5M0.0%