Twin City Private Wealth as of June 30, 2026
Portfolio Holdings for Twin City Private Wealth
Twin City Private Wealth holds 104 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Materials (AMAT) | 3.7 | $5.3M | 7.4k | 723.00 | |
| JPMorgan Chase & Co. (JPM) | 3.0 | $4.3M | 13k | 327.32 | |
| Philip Morris International (PM) | 2.9 | $4.1M | 23k | 182.35 | |
| Amazon (AMZN) | 2.7 | $3.9M | 16k | 238.34 | |
| Anthem (ELV) | 2.5 | $3.6M | 9.2k | 386.73 | |
| Wells Fargo & Company (WFC) | 2.5 | $3.5M | 43k | 82.64 | |
| Microsoft Corporation (MSFT) | 2.4 | $3.4M | 9.2k | 373.01 | |
| Booking Holdings (BKNG) | 2.3 | $3.3M | 19k | 178.24 | |
| Charles Schwab Corporation (SCHW) | 2.2 | $3.2M | 34k | 92.27 | |
| Enbridge (ENB) | 2.2 | $3.1M | 57k | 54.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $3.0M | 8.3k | 357.36 | |
| Meta Platforms Cl A (META) | 2.1 | $3.0M | 5.2k | 563.34 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.0 | $2.9M | 6.0k | 478.42 | |
| Medtronic SHS (MDT) | 2.0 | $2.9M | 37k | 78.94 | |
| Visa Com Cl A (V) | 2.0 | $2.8M | 8.1k | 343.08 | |
| Becton, Dickinson and (BDX) | 1.9 | $2.8M | 18k | 151.33 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $2.7M | 20k | 136.72 | |
| GSK Sponsored Adr (GSK) | 1.7 | $2.4M | 45k | 52.86 | |
| Air Products & Chemicals (APD) | 1.7 | $2.4M | 8.1k | 293.18 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $2.3M | 4.7k | 500.39 | |
| Omni (OMC) | 1.6 | $2.2M | 30k | 73.59 | |
| Comcast Corp Cl A (CMCSA) | 1.5 | $2.2M | 88k | 24.55 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 1.5 | $2.1M | 356k | 5.83 | |
| Iqvia Holdings (IQV) | 1.4 | $2.1M | 11k | 193.22 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $1.9M | 5.2k | 353.30 | |
| Coca-Cola Company (KO) | 1.3 | $1.8M | 22k | 81.80 | |
| Truist Financial Corp equities (TFC) | 1.2 | $1.8M | 35k | 49.82 | |
| Intercontinental Exchange (ICE) | 1.2 | $1.7M | 13k | 123.11 | |
| Blackrock (BLK) | 1.1 | $1.6M | 1.7k | 961.45 | |
| Amgen (AMGN) | 1.1 | $1.6M | 4.4k | 362.14 | |
| SYSCO Corporation (SYY) | 1.1 | $1.6M | 19k | 83.58 | |
| American Tower Reit (AMT) | 1.1 | $1.5M | 9.3k | 165.30 | |
| Fidelity National Information Services (FIS) | 1.1 | $1.5M | 39k | 38.88 | |
| Entergy Corporation (ETR) | 1.0 | $1.5M | 13k | 114.86 | |
| Texas Instruments Incorporated (TXN) | 1.0 | $1.4M | 4.9k | 298.05 | |
| Wec Energy Group (WEC) | 1.0 | $1.4M | 12k | 116.77 | |
| Mastercard Incorporated Cl A (MA) | 1.0 | $1.4M | 2.6k | 513.58 | |
| Peak (DOC) | 0.9 | $1.4M | 63k | 21.40 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $1.3M | 11k | 124.44 | |
| Huntington Ingalls Inds (HII) | 0.9 | $1.3M | 4.8k | 279.91 | |
| Genuine Parts Company (GPC) | 0.9 | $1.3M | 11k | 119.02 | |
| Lamar Advertising Cl A (LAMR) | 0.9 | $1.3M | 8.3k | 155.99 | |
| Duke Energy Corp Com New (DUK) | 0.9 | $1.3M | 10k | 126.58 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $1.3M | 15k | 86.14 | |
| Walt Disney Company (DIS) | 0.9 | $1.2M | 13k | 96.98 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $1.2M | 17k | 71.25 | |
| General Dynamics Corporation (GD) | 0.8 | $1.2M | 3.4k | 354.27 | |
| Analog Devices (ADI) | 0.8 | $1.2M | 3.0k | 397.18 | |
| Otis Worldwide Corp (OTIS) | 0.8 | $1.2M | 17k | 71.60 | |
| Edison International (EIX) | 0.8 | $1.2M | 16k | 74.45 | |
| Domino's Pizza (DPZ) | 0.8 | $1.1M | 3.8k | 296.04 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $1.1M | 1.6k | 686.94 | |
| Verizon Communications (VZ) | 0.8 | $1.1M | 26k | 42.34 | |
| Airbnb Com Cl A (ABNB) | 0.8 | $1.1M | 7.5k | 143.10 | |
| Pfizer (PFE) | 0.7 | $1.1M | 44k | 24.08 | |
| United Parcel Svcs CL B (UPS) | 0.7 | $1.1M | 9.8k | 107.50 | |
| ConocoPhillips (COP) | 0.7 | $1.0M | 10k | 103.96 | |
| S&p Global (SPGI) | 0.7 | $1.0M | 2.5k | 407.26 | |
| Bank of New York Mellon Corporation (BNY) | 0.7 | $986k | 6.8k | 144.61 | |
| Eversource Energy (ES) | 0.7 | $985k | 14k | 72.27 | |
| Arthur J. Gallagher & Co. (AJG) | 0.7 | $968k | 4.2k | 229.57 | |
| Masco Corporation (MAS) | 0.7 | $939k | 12k | 81.37 | |
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $908k | 4.2k | 217.93 | |
| Unilever Spon Adr New (UL) | 0.6 | $908k | 15k | 60.12 | |
| Novartis Sponsored Adr (NVS) | 0.6 | $885k | 5.6k | 156.72 | |
| Stryker Corporation (SYK) | 0.6 | $883k | 2.8k | 315.69 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.6 | $819k | 6.2k | 131.43 | |
| DTE Energy Company (DTE) | 0.6 | $815k | 5.3k | 153.54 | |
| AmerisourceBergen (COR) | 0.5 | $737k | 2.6k | 282.94 | |
| salesforce (CRM) | 0.5 | $735k | 4.7k | 157.07 | |
| Aon Shs Cl A (AON) | 0.5 | $710k | 2.1k | 331.69 | |
| Autodesk (ADSK) | 0.5 | $658k | 3.4k | 194.42 | |
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.4 | $634k | 26k | 24.27 | |
| McKesson Corporation (MCK) | 0.4 | $621k | 822.00 | 755.98 | |
| General Mills (GIS) | 0.4 | $619k | 18k | 34.80 | |
| Ecolab (ECL) | 0.4 | $579k | 2.1k | 279.25 | |
| NVIDIA Corporation (NVDA) | 0.4 | $576k | 2.9k | 200.10 | |
| Dex (DXCM) | 0.4 | $571k | 8.5k | 67.35 | |
| Amrize SHS (AMRZ) | 0.4 | $543k | 10k | 53.30 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $526k | 2.6k | 205.02 | |
| Uber Technologies (UBER) | 0.4 | $515k | 7.1k | 72.16 | |
| Qualcomm (QCOM) | 0.4 | $507k | 2.7k | 184.80 | |
| Oracle Corporation (ORCL) | 0.3 | $473k | 3.2k | 146.55 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $433k | 7.2k | 59.69 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $427k | 1.8k | 238.13 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $419k | 2.2k | 189.77 | |
| Veeva Sys Cl A Com (VEEV) | 0.3 | $414k | 2.3k | 177.47 | |
| Dt Midstream Common Stock (DTM) | 0.3 | $405k | 2.7k | 147.62 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $389k | 8.0k | 48.43 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $372k | 4.8k | 77.92 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $311k | 619.00 | 501.79 | |
| Pepsi (PEP) | 0.2 | $304k | 2.2k | 135.41 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $280k | 923.00 | 302.98 | |
| First Tr Exchange-traded SHS (FDL) | 0.2 | $276k | 5.7k | 48.66 | |
| Micron Technology (MU) | 0.2 | $263k | 228.00 | 1154.29 | |
| Apple (AAPL) | 0.2 | $254k | 877.00 | 289.29 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $252k | 2.7k | 93.91 | |
| Ishares Tr Invt Grad Sy Etf (IGEB) | 0.1 | $201k | 4.5k | 45.11 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $175k | 2.5k | 68.94 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $173k | 2.3k | 76.71 | |
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.1 | $110k | 2.1k | 52.34 | |
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.1 | $98k | 1.9k | 51.91 | |
| Ishares Tr High Yld Systm B (HYDB) | 0.0 | $33k | 696.00 | 46.77 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $13k | 36.00 | 370.06 |