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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
Page 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 956.0 $678K 0.25% $709.66 +1.3%
22 IVV ISHARES TR 894.0 $672K 0.25% +221.0 +32.8% $751.43 +3.0%
23 VEA VANGUARD TAX-MANAGED FDS 9,461.0 $670K 0.25% +49.0 +0.5% $70.78 +4.2%
24 MSFT MICROSOFT CORP Technology 1,672.0 $650K 0.24% $388.84 +28.5%
25 GOOGL ALPHABET INC Communication Services 1,706.0 $626K 0.23% $367.00 -7.8%
26 JNJ JOHNSON & JOHNSON Healthcare 2,253.0 $602K 0.22% $267.25 +3.0%
27 PH PARKER-HANNIFIN CORP Industrials 500.0 $479K 0.18% $957.51 +0.5%
28 AMZN AMAZON COM INC Consumer Cyclical 1,824.0 $449K 0.17% $245.97 +5.1%
29 WMT WALMART INC Consumer Defensive 3,606.0 $402K 0.15% $111.54 -3.9%
30 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 5,000.0 $391K 0.14% $78.20 +8.2%
31 CAT CATERPILLAR INC Industrials 400.0 $376K 0.14% $940.12 -13.4%
32 ETN EATON CORP PLC Industrials 900.0 $356K 0.13% $395.68 +3.8%
33 TXN TEXAS INSTRS INC Technology 1,214.0 $356K 0.13% $293.31 -11.9%
34 MRVL MARVELL TECHNOLOGY INC Technology 1,500.0 $346K 0.13% NEW $230.70 -3.1%
35 BAC BANK OF AMER CORP Financial Services 5,240.0 $314K 0.12% $59.86 +4.7%
36 EMR EMERSON ELEC CO Industrials 2,200.0 $303K 0.11% $137.91 +10.8%
37 TROW PRICE T ROWE GROUP INC Financial Services 2,500.0 $300K 0.11% $120.16 -8.6%
38 IVE ISHARES TR 1,293.0 $298K 0.11% +27.0 +2.1% $230.85 +2.6%
39 VV VANGUARD INDEX FDS 866.0 $298K 0.11% NEW $344.37 +3.1%
40 C CITIGROUP INC Financial Services 2,052.0 $289K 0.11% $140.80 -2.2%
Page 2 of 3  ·  54 positions

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%