TWIN CITY PRIVATE WEALTH, LLC
•CIK: 2021982•Filing: Q4 2025
**TWIN CITY PRIVATE WEALTH, LLC** manages $132M across a diversified portfolio of 94 positions. The firm exhibits a significant allocation to major financial and technology names, with top holdings including JPM at $4.5M and WFC at $4.1M. Notable concentrations also include 4I1 ($4.0M), MSFT ($3.7M), and META ($3.4M). This positioning suggests a focus on established, large-cap financial and technology sector leaders.
Total AUM
$132.2M
QoQ Performance
+3.2%
Positions
85
Top 10 Concentration
27.1%
Latest Filing
Q4 2025
Top Holdings Allocation
JPM3.4%
WFC3.1%
4I13.0%
MSFT2.8%
META2.6%
AMZN2.5%
GOOGL2.5%
SCHW2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.9%
Financial16.1%
Technology13.6%
Consumer7.4%
Healthcare3.9%
Communication3.0%
Energy2.7%
Materials2.0%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW3 new positions
↑49 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024