Fund HoldingsTradewinds Capital Management, LLC

Total Portfolio Value
$562.55M
Total Bought
$234.15M
Total Sold
$208.96M
Net Transaction
+$25.18M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR3121,897,510+1,897,198638,8806.91%+38,874
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
0387,374+387,374038,5056.84%+38,505
SELECT SECTOR SPDR TR
ST STR ENERG ETF
116,962795,536+678,5747,16542,2517.51%+35,086
FRANKLIN TEMPLETON ETF TR
FTSE UNTD KGDM
0786,791+786,791027,7664.94%+27,766
SELECT SECTOR SPDR TR
ST STR INDL ETF
570147,946+147,3769227,4044.87%+27,312
SPDR SERIES TRUST
ST NUVE HIGH ETF
95,376992,182+896,8062,36525,2414.49%+22,876
ISHARES INC304,039243,624-60,41537,40049,1888.74%+11,788
VANGUARD MUN BD FDS0153,988+153,988011,7652.09%+11,765
ISHARES TR0122,869+122,869011,6142.06%+11,614
MICRON TECHNOLOGY INC(MU)4,3024,200-1021,4534,8480.86%+3,395
ISHARES TR
CONV BD ETF
209,661199,640-10,02121,34124,3044.32%+2,963
SCHWAB STRATEGIC TR411,225454,027+42,80210,54413,3622.38%+2,818
SCHWAB STRATEGIC TR224,597247,653+23,0565,5596,8601.22%+1,301
SCHWAB STRATEGIC TR132,629136,764+4,1353,8574,9410.88%+1,084
SPDR SERIES TRUST
ST STR P400MID
71,02377,891+6,8684,2065,2620.94%+1,056
HONEYWELL INTL INC03,441+3,44107710.14%+771
HONEYWELL AEROSPACE INC03,440+3,44007610.14%+761
APPLE INC(AAPL)16,42216,976+5544,1684,9120.87%+744
INVESCO QQQ TR2,1932,569+3761,2661,8920.34%+626
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
153,572165,664+12,0927,7728,3781.49%+605
VALMONT INDS INC(VMI)2,8002,80001,1191,6170.29%+498
MICROSOFT CORP(MSFT)25,54726,673+1,1269,4579,9501.77%+493
NVIDIA CORPORATION(NVDA)10,98711,734+7471,9162,3480.42%+432
ALPHABET INC(GOOG)6,9116,805-1061,9832,4050.43%+422
SPDR SERIES TRUST
ST STR P500GRW
18,70718,692-151,8322,2240.40%+393
CORNING INC(GLW)3,0073,076+694097860.14%+377
SCHWAB STRATEGIC TR52,39858,638+6,2402,4492,8220.50%+373
INTEL CORP(INTC)2,9883,285+2971324590.08%+327
SPDR SERIES TRUST
ST SHOR CORP ETF
89,21899,840+10,6222,6832,9960.53%+313
VANGUARD INDEX FDS2,9802,932-481,7812,0140.36%+233
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,9963,990-65317600.14%+229
CATERPILLAR INC(CAT)529559+303755960.11%+221
ISHARES TR475693+2183105190.09%+209
PALO ALTO NETWORKS INC(PANW)1,1931,169-241913990.07%+207
ALPHABET INC(GOOG)2,3792,472+936848830.16%+199
FIDELITY COMWLTH TR10,85610,862+69221,1210.20%+199
AMAZON COM INC(AMZN)13,87012,939-9312,8893,0840.55%+195
VICOR CORP(VICR)1,4251,040-3852293950.07%+166
APPLIED MATLS INC513468-451753380.06%+163
SPDR SERIES TRUST
ST STR P500VAL
34,16734,223+561,9332,0800.37%+147
AXON ENTERPRISE INC(AXON)5256+25121440.03%+141
INVESCO EXCH TRADED FD TR II2,7332,734+13064420.08%+135
WW GRAINGER INC(GWW)50050005456800.12%+135
WAFD INC(WAFD)19,00019,00005977290.13%+132
CISCO SYS INC(CSCO)3,4893,409-802714000.07%+130
TEMPUS AI INC(TEM)10,00010,00004525790.10%+127
BANK OF NY MELLON CORP4,3394,33905156270.11%+113
ISHARES TR
CORE MSCI EURO
22,47622,490+141,5791,6910.30%+111
JOHNSON & JOHNSON(JNJ)11,27311,27302,7562,8630.51%+107
LAM RESEARCH CORP(LRCX)530500-301132170.04%+103
ELI LILLY & CO(LLY)228261+332103130.06%+103
SUPER MICRO COMPUTER INC(SMCI)15,71815,71803584610.08%+103
TAIWAN SEMICONDUCTOR MANUFAC(TSM)441514+731492450.04%+96
SCHWAB STRATEGIC TR18,16218,235+735296170.11%+88
BANK OF AMER CORP11,26711,178-895496370.11%+88
STATE STR SPDR S&P 500 ETF T(SPY)241323+821572410.04%+85
ISHARES TR3,8473,84705486320.11%+84
VANGUARD INDEX FDS1,7517,016+5,2655035650.10%+62
BERKSHIRE HATHAWAY INC DEL2201,4361,4980.27%+61
TRAVELERS COMPANIES INC(TRV)1,5321,53204475060.09%+59
UNITED PARCEL SVCS INC(UPS)6,0006,00005906450.11%+55
VANGUARD BD INDEX FDS
VANGUARD ULTRA
3,7774,823+1,0461882400.04%+52
ISHARES INC31,44031,312-1281,2471,2950.23%+48
JPMORGAN CHASE & CO(JPM)1,8651,821-445495960.11%+47
FRANKLIN TEMPLETON ETF TR
FTSE SOUTH KOREA
2,3172,088-229921380.02%+46
ENERSYS(ENS)74374301291740.03%+45
MOOG INC(MOG-A)3373370991430.03%+44
NUCOR CORP(NUE)80080001351780.03%+43
VANGUARD INDEX FDS947945-22833250.06%+42
PROSHARES TR II01,500+1,5000410.01%+41
BANNER CORP(BANR)6,9926,99204244650.08%+40
QUALCOMM INC(QCOM)6906900891270.02%+39
INTUIT(INTU)5155+1502400.01%+38
BERKSHIRE HATHAWAY INC DEL2,3112,289-221,1071,1450.20%+38
DELL TECHNOLOGIES INC(DELL)3098+685420.01%+37
ASML HLDG NV
N Y REGISTRY SHS
54540711080.02%+37
PACER FDS TR
US LRG CP CASH
5,6455,64501902270.04%+36
ALASKA AIR GROUP INC2,0402,127+87751110.02%+36
INTERNATIONAL BUSINESS MACHS(IBM)90490402192540.05%+35
VANGUARD INDEX FDS700701+12252600.05%+35
UNION PAC CORP(UNP)1,8531,778-754504840.09%+34
UNITEDHEALTH GROUP INC(UNH)254247-7691030.02%+34
KRATOS DEFENSE & SEC SOLUTIO(KTOS)0672+6720340.01%+34
ADAMS DIVERSIFIED EQUITY FD8,8738,876+31942270.04%+33
ADVANCED MICRO DEVICES INC(AMD)8082+216480.01%+31
DEERE & CO(DE)43543502452760.05%+31
SNOWFLAKE INC(SNOW)160210+5024530.01%+29
NORFOLK SOUTHN CORP(NSC)1,0531,05303023310.06%+29
ARCOSA INC7337330781060.02%+29
VANGUARD INDEX FDS58358301501790.03%+29
ACCENTURE PLC IRELAND
SHS CLASS A
3223+2201280.00%+27
BOSTON SCIENTIFIC CORP(BSX)34677+6432290.01%+27
ARISTA NETWORKS INC(ANET)564564069960.02%+27
VANGUARD SPECIALIZED FUNDS396463+67851100.02%+24
ISHARES TR7676025490.01%+24
SPDR SERIES TRUST
SPDR S&P 500 ESG
1,6711,765+941051290.02%+23
SPDR SERIES TRUST
ST STR SP400VAL
2,2992,309+101962190.04%+23
MARVELL TECHNOLOGY INC(MRVL)112115+311340.01%+23
CROWDSTRIKE HLDGS INC(CRWD)8875-1334570.01%+23
FIDELITY COVINGTON TRUST0435+4350230.00%+23
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Tradewinds Capital Management, LLC — 13F Holdings — Q2 2026 | TickerTrail