Tradewinds, LLC. — 13F holdings

Tradewinds, LLC. reported 216 holdings worth $444M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AAPL APPLE INC — $21.7M (4.9%)
2. NVDA NVIDIA CORPORATION — $21.5M (4.8%)
3. DFIV DIMENSIONAL ETF TRUST — $13.4M (3.0%)
4. AMZN AMAZON COM INC — $13.2M (3.0%)
5. JPST J P MORGAN EXCHANGE TRADED F — $12.9M (2.9%)
6. MTUM ISHARES TR — $12.1M (2.7%)
7. VTV VANGUARD INDEX FDS — $12.0M (2.7%)
8. GOOG ALPHABET INC — $11.8M (2.7%)
9. JPM JPMorgan Chase & Co. — $11.7M (2.6%)
10. MS Morgan Stanley — $11.6M (2.6%)