Fund Holdings — Tradewinds Capital Management, LLC

Total Portfolio Value
$503.55M
Total Bought
$167.40M
Total Sold
$144.18M
Net Transaction
+$23.22M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES U S ETF TR
GSCI CMDTY STGY
5911,387,976+1,387,3851546,9279.32%+46,913
SPDR INDEX SHS FDS
ST STR NAT ETF
0520,182+520,182038,8427.71%+38,842
ISHARES INC0352,993+352,993023,9334.75%+23,933
ISHARES INC12,943241,002+228,05989718,1313.60%+17,233
VANECK ETF TRUST
PREFERRED SECURT
0631,540+631,540011,0772.20%+11,077
ISHARES INC544,962675,263+130,30129,37936,6747.28%+7,295
SELECT SECTOR SPDR TR
ST STR ENERG ETF
12,653116,962+104,3095667,1651.42%+6,599
ISHARES INC324,352304,039-20,31331,53437,4007.43%+5,866
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
409,282487,318+78,03614,10017,6313.50%+3,531
ISHARES TR
CONV BD ETF
189,666209,661+19,99518,68221,3414.24%+2,659
EXXON MOBIL CORP13,51913,545+261,6272,2980.46%+671
SCHWAB STRATEGIC TR206,464224,597+18,1334,9635,5591.10%+595
SPDR SERIES TRUST
ST STR P400MID
64,16571,023+6,8583,7164,2060.84%+490
TEMPUS AI INC(TEM)2010,000+9,98014520.09%+451
SCHWAB STRATEGIC TR125,767132,629+6,8623,5823,8570.77%+275
SCHWAB STRATEGIC TR48,74552,398+3,6532,2192,4490.49%+230
MICRON TECHNOLOGY INC(MU)4,3154,302-131,2321,4530.29%+222
VANGUARD BD INDEX FDS
VANGUARD ULTRA
03,777+3,77701880.04%+188
WORLD GOLD TR(GLDM)447,394413,927-33,46738,19438,3677.62%+173
SPDR SERIES TRUST
ST SHOR CORP ETF
83,25989,218+5,9592,5142,6830.53%+168
COSTCO WHOLESALE CORPORATION(COST)1,4441,408-361,2451,4030.28%+158
VANGUARD INDEX FDS224700+476752250.04%+149
CORNING INC(GLW)3,0003,007+72634090.08%+146
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
151,009153,572+2,5637,6407,7721.54%+133
JOHNSON & JOHNSON(JNJ)12,67911,273-1,4062,6242,7560.55%+132
SPDR SERIES TRUST
ST NUVE HIGH ETF
90,05095,376+5,3262,2462,3650.47%+119
REZOLVE AI PLC(RZLV)043,996+43,99601130.02%+113
HONEYWELL INTL INC(HON)7,4086,891-5171,4451,5580.31%+112
ONEOK INC NEW(OKE)6,1186,11804505530.11%+103
ISHARES INC12,95912,95904124970.10%+86
VANGUARD SPECIALIZED FUNDS0396+3960850.02%+85
SONIDA SENIOR LIVING INC(SNDA)02,503+2,5030810.02%+81
VICOR CORP(VICR)1,4251,42501562290.05%+73
CATERPILLAR INC(CAT)527529+23023750.07%+73
CHEVRON CORPORATION(CVX)1,2321,221-111882530.05%+65
WALMART INC(WMT)4,7524,777+255295940.12%+64
STARBUCKS CORP(SBUX)10,83010,834+49129710.19%+59
VANGUARD INTL EQUITY INDEX F0737+7370550.01%+55
ENBRIDGE INC(ENB)8,3148,324+103984510.09%+53
FIREFLY AEROSPACE INC(FLY)01,824+1,8240520.01%+52
SOLSTICE ADVANCED MATLS INC(SOLS)1,8381,840+2891400.03%+51
XCEL ENERGY INC(XEL)8,4698,46906266730.13%+47
PLANET LABS PBC(PL)5,6005,60001101570.03%+46
APPLIED MATLS INC51351301321750.03%+44
DEERE & CO(DE)43543502022450.05%+43
VANGUARD INDEX FDS0199+1990410.01%+41
WW GRAINGER INC(GWW)50050005055450.11%+41
VANGUARD TAX-MANAGED FDS4821,071+58930690.01%+39
VANGUARD INSTL INDEX FD0500+5000380.01%+38
ZOETIS INC(ZTS)4304+3001360.01%+35
VERTIV HOLDINGS CO(VRT)285316+3146790.02%+33
VANGUARD INTL EQUITY INDEX F264845+58114460.01%+31
WILLIAMS COS INC(WMB)2,4252,42501461760.04%+31
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
73440+3676360.01%+30
ISHARES SILVER TR(SLV)230657+42715450.01%+30
PEPSICO INC(PEP)2,0732,104+312983270.06%+29
SONOS INC(SONO)02,010+2,0100270.01%+27
SCHWAB STRATEGIC TR4501,301+85114400.01%+27
DUKE ENERGY CORP NEW(DUK)1,8351,83502152400.05%+25
BP PLC(BP)2,0202,027+770950.02%+25
ISHARES TR676+702250.00%+23
INTEL CORP(INTC)2,9532,988+351091320.03%+23
LAM RESEARCH CORP(LRCX)5305300911130.02%+23
UNION PAC CORP(UNP)1,8531,85304294500.09%+21
VANGUARD WORLD FD
ENERGY ETF
207268+6126460.01%+20
KROGER CO(KR)2,0002,00001251450.03%+20
VALERO ENERGY CORP(VLO)234234038580.01%+20
MARATHON PETE CORP(MPC)125164+3920400.01%+20
KINDER MORGAN INC DEL(KMI)4,1463,977-1691141330.03%+19
INVESCO EXCHANGE TRADED FD T
DJ INDL AVG DV
0312+3120190.00%+19
SPDR INDEX SHS FDS
ST STR ACWI ETF
94594+5003220.00%+18
EVERGY INC(EVRG)1,8001,80001301470.03%+17
ISHARES INC
CORE MSCI EMKT
575792+21739550.01%+17
MOOG INC(MOG-A)337337082990.02%+17
SCHWAB STRATEGIC TR4,7084,743+351291460.03%+16
VANGUARD MALVERN FDS0326+3260160.00%+16
VOLATILITY SHS TR
2X XRP ETF
0400+4000160.00%+16
VERIZON COMMUNICATIONS INC(VZ)2,2272,109-118911060.02%+15
COMFORT SYS USA INC(FIX)3434032470.01%+15
SPDR GOLD TR(GLD)43043001701850.04%+15
TAIWAN SEMICONDUCTOR MANUFAC(TSM)444441-31351490.03%+14
STRATEGY SHS
DAY HAGAN SMART
0295+2950140.00%+14
ONE GAS INC(OGS)1,5341,53401191320.03%+14
FLOOR & DECOR HLDGS INC(FND)0267+2670140.00%+14
ASML HLDG NV
N Y REGISTRY SHS
5454058710.01%+14
ETFS GOLD TR(SGOL)3,8203,82001571700.03%+14
AT&T INC(T)2,7362,808+7268810.02%+13
VANGUARD BD INDEX FDS0170+1700130.00%+13
LINDE PLC(LIN)8196+1535480.01%+13
CONOCOPHILLIPS(COP)167211+4416280.01%+12
MERCADOLIBRE INC(MELI)2030+1040520.01%+12
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
1,6801,691+111261370.03%+12
MERCK & CO INC(MRK)259319+6027380.01%+11
BANK NEW YORK MELLON CORP4,3394,33905045150.10%+11
SOUTHERN COPPER CORP(SCCO)367370+353640.01%+11
ROSS STORES INC(ROST)300300054650.01%+11
VANGUARD BD INDEX FDS231370+13918290.01%+11
SCHWAB STRATEGIC TR183559+3765150.00%+10
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
060+600100.00%+10
ADVANCED MICRO DEVICES INC(AMD)3080+506160.00%+10
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Tradewinds Capital Management, LLC — 13F Holdings — Q1 2026 | TickerTrail