TCV Trust & Wealth Management, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 408 distinct positions held by the firm, with a total value of approximately $1,293,321,250.
The portfolio is heavily weighted toward large-cap technology and industrial companies. Top holdings include Apple Inc., with 111,517 shares, and Broadcom Inc., with 143,629 shares. Other significant positions include Amazon.com Inc. (68,737 shares), Chevron Corporation (55,224 shares), and BlackRock Inc. (12,958 shares). The firm also holds substantial stakes in Cisco Systems Inc. (198,977 shares) and The Goldman Sachs Group Inc. (415 shares).
TCV Trust & Wealth Management holds a diverse mix of individual stocks and exchange-traded funds (ETFs). Notable ETF positions include the iShares Core S&P 500 ETF, the iShares Core MSCI EAFE ETF, and the iShares Core MSCI Total International Stock ETF. The filing was signed by Operations Officer Judy Tucker on October 16, 2026.
