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TCV Trust & Wealth Management, Inc.

Q1 2026 13F Holdings

  • Location
    richmond, VA
  • Num holdings

    215

  • Value ($000)

    $1,193,194

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0001135439
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AVGO

BROADCOM INC

COM
11135F101
$65.69M
6 %

212,235

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A375
$52.44M
4 %

1,563,451

G
GVI

ISHARES TR

INTRM GOV CR ETF
464288612
$49.35M
4 %

462,586

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$44.94M
4 %

156,490

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$44.63M
4 %

170,397

M
MSFT

MICROSOFT CORP

COM
594918104
$42.4M
4 %

114,539

A
AAPL

APPLE INC

COM
037833100
$40.53M
3 %

159,713

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$35.25M
3 %

54,201

G
GLW

CORNING INC

COM
219350105
$26.18M
2 %

192,578

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$24.93M
2 %

84,750

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