TCV Trust & Wealth Management, Inc.
•CIK: 1135439•Filing: Q4 2025
**TCV Trust & Wealth Management, Inc.** manages $1.2B across a diversified portfolio of 228 positions. The firm maintains significant exposure to technology and growth leaders, highlighted by a $74.9M holding in AVGO and $55.8M in MSFT. Notable allocations also include substantial positions in SPIB ($50.8M), GVI ($48.0M), and VO ($45.6M). This concentrated approach suggests a focus on established, high-conviction market leaders.
Total AUM
$1.2B
QoQ Performance
+3.7%
Positions
181
Top 10 Concentration
37.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO
AVGO6.0%
MSFT4.5%
SPIB4.1%
GVI3.9%
VO3.7%
AAPL3.6%
VB3.6%
SPY3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.1%
Technology20.0%
Healthcare8.7%
Financial8.4%
Consumer5.4%
ETF3.6%
Consumer Staples1.6%
Industrial0.8%
🚪 Exited Positionssold since Q3 2025
+21 more exited positions
Changes from Q3 2025
NEW3 new positions
↑84 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023