Institutional Manager · CIK 0002021982
TWIN CITY PRIVATE WEALTH, LLC
WINSTON-SALEM, NC · File #028-24144
Latest AUM
$132.2M
Positions
94
Top-10 Concentration
33.9%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202594 pos · $132.2M
- 13F HOLDINGS REPORTQ/E Sep 2025100 pos · $128.1M
- 13F HOLDINGS REPORTQ/E Jun 2025102 pos · $122.4M
- 13F HOLDINGS REPORTQ/E Mar 202594 pos · $113.7M
- 13F HOLDINGS REPORTQ/E Dec 202495 pos · $113.1M
- 13F HOLDINGS REPORTQ/E Sep 2024102 pos · $115.4M
- 13F HOLDINGS REPORTQ/E Jun 202492 pos · $105.9M
- 13F HOLDINGS REPORTQ/E Mar 202494 pos · $101.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | VYLD | 13,956 | $4.5M | 4.26% |
| 2 | WELLS FARGO CO NEW | 949746101 | 43,865 | $4.1M | 3.87% |
| 3 | PHILIP MORRIS INTL INC | 718172109 | 24,854 | $4.0M | 3.81% |
| 4 | MICROSOFT CORP | MSFT | 7,579 | $3.7M | 3.47% |
| 5 | META PLATFORMS INC | META | 5,135 | $3.4M | 3.21% |
| 6 | AMAZON COM INC | AMZN | 14,573 | $3.4M | 3.19% |
| 7 | ALPHABET INC | GOOG | 10,676 | $3.3M | 3.17% |
| 8 | SCHWAB CHARLES CORP | SCHW-PJ | 33,340 | $3.3M | 3.16% |
| 9 | BOOKING HOLDINGS INC | BKNG | 582 | $3.1M | 2.95% |
| 10 | BECTON DICKINSON & CO | BDX | 15,265 | $3.0M | 2.81% |
| 11 | ENBRIDGE INC | ENNPF | 59,983 | $2.9M | 2.72% |
| 12 | ENTERGY CORP NEW | ENO | 30,310 | $2.8M | 2.65% |
| 13 | MEDTRONIC PLC | MDT | 27,451 | $2.7M | 2.52% |
| 14 | COMCAST CORP NEW | CCZ | 87,166 | $2.6M | 2.47% |
| 15 | EXXON MOBIL CORP | XOM | 21,500 | $2.6M | 2.45% |
| 16 | OMNICOM GROUP INC | OMC | 29,398 | $2.4M | 2.27% |
| 17 | APPLIED MATLS INC | 038222105 | 9,245 | $2.4M | 2.25% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4,588 | $2.3M | 2.18% |
| 19 | STARBUCKS CORP | SBUX | 26,974 | $2.3M | 2.15% |
| 20 | LAMAR ADVERTISING CO NEW | LAMR | 17,896 | $2.3M | 2.15% |