Holdings
TCV Trust & Wealth Management, Inc.
As of Sep 30, 2026, TCV Trust & Wealth Management, Inc. reported 209 positions worth US$1.26B. Largest: Broadcom Inc., Microsoft Corp. and State Street SPDR Portfolio Intermediate Term Corporate Bond ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Broadcom Inc. | 201K | US$70.5M | −5,894 | Sep 30, 2026 |
| Microsoft Corp. | 114K | US$58.2M | −1,331 | Sep 30, 2026 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF | 1.69M | US$54.4M | new | Sep 30, 2026 |
| Apple Inc | 156K | US$51.9M | −3,204 | Sep 30, 2026 |
| iShares Intermediate Government/Credit Bond ETF | 487K | US$50.1M | new | Sep 30, 2026 |
| Vanguard Morningstar Mid-Cap ETF | 611K | US$47.9M | new | Sep 30, 2026 |
| Vanguard Morningstar Small-Cap ETF | 165K | US$46.8M | new | Sep 30, 2026 |
| State Street SPDR S&P 500 ETF | 49,546 | US$37.8M | new | Sep 30, 2026 |
| Corning Incorporated | 183K | US$28.2M | −5,064 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 83,494 | US$27.6M | +267 | Sep 30, 2026 |