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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 VTV VANGUARD INDEX FDS 225,992.0 $49.6M 18.20% -3K -1.1% $219.57 +3.1%
2 VEU VANGUARD INTL EQUITY INDEX F 252,301.0 $20.9M 7.67% -15K -5.5% $82.94 +4.2%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 10,263.0 $7.7M 2.81% -236.0 -2.2% $747.70 +3.0%
4 SDY SPDR SERIES TRUST 38,961.0 $6.1M 2.22% -1K -3.2% $155.62 +0.2%
5 IUSV ISHARES TR 17,105.0 $1.9M 0.70% -558.0 -3.2% $111.82 +2.6%
6 IVW ISHARES TR 8,228.0 $1.1M 0.41% -136.0 -1.6% $136.06 +3.3%
7 IJH ISHARES TR 13,625.0 $1.0M 0.38% -92.0 -0.7% $75.47 +0.5%
8 LMT LOCKHEED MARTIN CORP Industrials 1,660.0 $889K 0.33% -100.0 -5.7% $535.38 -1.9%
9 IJR ISHARES TR 5,937.0 $863K 0.32% -886.0 -13.0% $145.40 -0.0%
10 AOA ISHARES TR 2,231.0 $216K 0.08% -405.0 -15.4% $96.83 +2.7%

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%