Portfolio (Quarterly) Guide ↗

TL Private Wealth

· CIK 0001802868

13F Portfolio $253M AUM 44 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 Added 16 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MMM	3M CO	Industrials	1,310	$216K	0.08%	SOLD
2	—	BERKSHIRE HATHAWAY INC DEL	—	410	$205K	0.08%	SOLD

Sector Allocation

Financial Services 49.8%

Industrials 17.6%

Technology 13.2%

Healthcare 7.6%

Consumer Defensive 4.7%

Consumer Cyclical 3.9%

Communication Services 3.2%