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Portfolio (Quarterly) Guide ↗

TL Private Wealth

· CIK 0001802868
13F Portfolio $273M AUM 54 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 12 Added 10 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MRVL MARVELL TECHNOLOGY INC Technology 1,500.0 $346K 0.13% NEW $230.70 -3.1%
2 VV VANGUARD INDEX FDS 866.0 $298K 0.11% NEW $344.37 +3.1%
3 AGG ISHARES TR 2,525.0 $248K 0.09% NEW $98.20 -1.2%
4 AMAT APPLIED MATLS INC Technology 442.0 $245K 0.09% NEW $554.88 -18.1%
5 CSCO CISCO SYS INC Technology 2,000.0 $224K 0.08% NEW $111.79 -2.3%
6 INTC INTEL CORP Technology 2,000.0 $221K 0.08% NEW $110.39 -13.2%
7 HONEYWELL AEROSPACE INC 900.0 $214K 0.08% NEW $238.14
8 MMM 3M CO Industrials 1,310.0 $207K 0.08% NEW $158.01 +6.7%
9 BERKSHIRE HATHAWAY INC DEL 410.0 $207K 0.08% NEW $504.00
10 HONEYWELL INTL INC 900.0 $203K 0.07% NEW $225.05
11 PANW PALO ALTO NETWORKS INC Technology 600.0 $202K 0.07% NEW $337.04 -1.1%
12 HSBC HSBC HLDGS PLC Financial Services 2,055.0 $200K 0.07% NEW $97.42 +9.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 49.0%
Technology 18.4%
Industrials 13.5%
Healthcare 7.9%
Consumer Defensive 4.1%
Consumer Cyclical 3.7%
Communication Services 3.2%