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Showing Q2 2024 data
TCWP LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
TCWP LLC
•CIK: 1907375•Filing: Q2 2024
**TCWP LLC** manages $41M across a portfolio of 59 distinct positions. The fund exhibits concentrated exposure to mega-cap technology names, with top holdings including AAPL at $4.1M and NVDA and MSFT each valued at $2.4M. Notable allocations also include LCTU ($2.7M) and AMZN ($1.1M), suggesting a focus on established growth and technology leaders. This structure indicates a tactical, large-cap growth orientation within its current mandate.
Total AUM
$40.8M
QoQ Performance
+8.4%
Positions
35
Top 10 Concentration
46.9%
Latest Filing
Q2 2024
Top Holdings Allocation
AAPL
LCTU
NVDA
MSFT
AAPL10.0%
LCTU6.5%
NVDA5.9%
MSFT5.9%
EFG3.7%
DSI3.3%
SPYM3.2%
USXF2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.6%
Technology30.4%
Consumer6.3%
Healthcare4.4%
Financial3.2%
ETF0.5%
Communication0.5%
🚪 Exited Positionssold since Q1 2024
Changes from Q1 2024
NEW6 new positions
↑22 increased
↓29 decreased
Historical Filings
Q2 2024Q1 2024Q4 2023