TWML
TSI

Todd Wealth Management, LLC’s TCW Strategic Income Fund TSI Stock Holding History

Todd Wealth Management, LLC’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.78M Sell
393,846
-1,173
-0.3% -$5.31K 1.35% 23
2026
Q1 		$1.77M Buy
395,019
+642
+0.2% +$3.04K 1.61% 21
2025
Q4 		$1.95M Buy
+394,377
New +$1.94M 1.76% 18

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $158M AUM 10.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Todd Wealth Management, LLC's TSI Position: Q2 2026 in Review

Todd Wealth Management, LLC reduced its TCW Strategic Income Fund (TSI) stake by 0.3% in Q2 2026, selling an estimated $5.31K and leaving 393,846 shares worth $1.78M. The position accounts for 1.35% of the portfolio, ranked #23.

Todd Wealth Management, LLC first reported a position in TSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.95M in Q4 2025. 70 funds tracked by Wall St. Rank hold TSI as of Q2 2026.

  • Todd Wealth Management, LLC held 393,846 shares of TCW Strategic Income Fund worth $1.78M as of Q2 2026.
  • Todd Wealth Management, LLC sold 1,173 TCW Strategic Income Fund shares in Q2 2026, an estimated $5.31K.
  • TCW Strategic Income Fund made up 1.35% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #23 holding.
  • Todd Wealth Management, LLC first reported a position in TCW Strategic Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Todd Wealth Management, LLC's TCW Strategic Income Fund position peaked at $1.95M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.