Tradewinds Capital Management, LLC has filed its Form 13F-HR for the third quarter of 2026. The filing details the firm's equity portfolio holdings as of September 30, 2026. The report lists a total of 707 individual securities held by the firm.
The largest position in the portfolio is Amazon.com Inc., with 3,480,875 shares. Apple Inc. follows as the second-largest holding, with 5,749,451 shares. Other significant holdings include Alphabet Inc. Class C shares (2,318,923 shares), Costco Wholesale Corporation (2,141,414 shares), and ExxonMobil Holdings Corp. (2,203,025 shares).
The filing indicates that Tradewinds Capital Management holds a diverse mix of large-cap technology, consumer, and energy stocks. The portfolio includes major names such as Microsoft, Visa, and Berkshire Hathaway, alongside various exchange-traded funds.
