Tradewinds Capital Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$503.5M
Q ending 2026-03-31
Prior quarter
$474.2M
Q ending 2025-12-31
Change
+6.2% QoQ · +35.0% YoY
Positions
719
reported holdings

Largest positions

Top 100 of 719 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares U S Etf TrCOMTShares$46.9M1.4M
Spdr Index Shs FdsGNRShares$38.8M520K
World Gold TrGLDMShares$38.4M414K
Ishares IncEWYShares$37.4M304K
Ishares IncEWPShares$36.7M675K
Abrdn Silver Etf TrustSIVRShares$36.1M504K
Spdr Index Shs FdsSPEMShares$26.2M559K
Ishares IncEZAShares$23.9M353K
Ishares TrICVTShares$21.3M210K
Ishares IncEWWShares$18.1M241K
Franklin Templeton Etf TrFLJPShares$17.6M487K
Spdr Series TrustSPBOShares$14.6M502K
Vaneck Etf TrustPFXFShares$11.1M632K
Schwab Strategic TrSCHXShares$10.5M411K
Microsoft CorpMSFTShares$9.5M26K
J P Morgan Exchange Traded FJPSTShares$7.8M154K
Select Sector Spdr TrXLEShares$7.2M117K
Schwab Strategic TrSCHFShares$5.6M225K
Spdr Series TrustSPMDShares$4.2M71K
Apple IncAAPLShares$4.2M16K
Schwab Strategic TrSCHAShares$3.9M133K
Amazon Com IncAMZNShares$2.9M14K
Johnson & JohnsonJNJShares$2.8M11K
Spdr Series TrustSPSBShares$2.7M89K
Schwab Strategic TrSCHCShares$2.4M52K
Invesco Exch Traded Fd Tr IiBKLNShares$2.4M117K
Spdr Series TrustHYMBShares$2.4M95K
Exxon Mobil CorpXOMShares$2.3M14K
Alphabet IncGOOGShares$2.0M7K
Spdr Series TrustSPYVShares$1.9M34K
Nvidia CorporationNVDAShares$1.9M11K
Spdr Series TrustSPYGShares$1.8M19K
Vanguard Index FdsVOOShares$1.8M3K
Ishares TrIEURShares$1.6M22K
Honeywell Intl IncHONGBPShares$1.6M7K
Micron Technology IncMUShares$1.5M4K
Berkshire Hathaway Inc DelBRK/AShares$1.4M2
Costco Wholesale CorporationCOSTShares$1.4M1K
Spdr Series TrustFLRNShares$1.4M45K
Invesco Qqq TrQQQShares$1.3M2K
Ishares IncEWGShares$1.2M31K
Ishares TrICSHShares$1.2M24K
Valmont Inds IncVMIShares$1.1M3K
Berkshire Hathaway Inc DelBRK/BShares$1.1M2K
Starbucks CorpSBUXShares$971K11K
Fidelity Comwlth TrONEQShares$922K11K
Abbott LaboratoriesABTShares$900K9K
Abbvie IncABBVShares$761K4K
Procter & Gamble CoPGShares$686K5K
Alphabet IncGOOGLShares$684K2K
Xcel Energy IncXELShares$673K8K
Wafd IncWAFDShares$597K19K
Walmart IncWMTShares$594K5K
United Parcel Svcs IncUPSShares$590K6K
Wells Fargo & CoWFCShares$586K7K
Oneok Inc NewOKEShares$553K6K
Bank America CorpBACShares$549K11K
Mcdonalds CorpMCDShares$549K2K
Jpmorgan Chase & CoJPMShares$549K2K
Ishares TrITOTShares$548K4K
Ww Grainger IncGWWShares$545K500
Select Sector Spdr TrXLKShares$531K4K
Schwab Strategic TrSCHGShares$529K18K
Bank New York Mellon CorpBNYShares$515K4K
Vanguard Index FdsVOShares$503K2K
Ishares IncEWZShares$497K13K
Te Connectivity PlcShares$459K2K
Tempus Ai IncTEMShares$452K10K
Enbridge IncENBShares$451K8K
Union Pac CorpUNPShares$450K2K
Travelers Companies IncTRVShares$447K2K
Banner CorpBANRShares$424K7K
Boeing CoBAShares$411K2K
Corning IncGLWShares$409K3K
Tilray Brands IncTLRYShares$391K60K
Caterpillar IncCATShares$375K529
Super Micro Computer IncSMCIShares$358K16K
Pepsico IncPEPShares$327K2K
Ishares TrIVVShares$310K475
Invesco Exch Traded Fd Tr IiSPMOShares$306K3K
Norfolk Southn CorpNSCShares$302K1K
Tesla IncTSLAShares$288K775
Vanguard Index FdsVVShares$283K947
Ishares TrSTIPShares$283K3K
Cisco Sys IncCSCOShares$271K3K
Rtx CorporationRTXShares$255K1K
Chevron CorporationCVXShares$253K1K
Disney Walt CoDISShares$252K3K
Oracle CorpORCLShares$248K2K
Deere & CoDEShares$245K435
Duke Energy Corp NewDUKShares$240K2K
Coastal Finl Corp WaCCBShares$236K3K
Vicor CorpVICRShares$229K1K
Vanguard Index FdsVTIShares$225K700
International Business MachsIBMShares$219K904
Home Depot IncHDShares$216K658
Eli Lilly & CoLLYShares$210K228
Meta Platforms IncMETAShares$196K343
Spdr Series TrustMDYVShares$196K2K
Adams Diversified Equity FdADXShares$194K9K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.