Talon Private Wealth, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $726 Billion distributed in 302 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Bny Mellon ETF Tr Core Bond Et with a value of $57.4B, ETF Ser Solutions Aptus Define with a value of $43.8B, Janus Detroit Str Tr Janus Hen with a value of $38.5B, Vanguard with a value of $37.4B, and Innovator U.S. Equity Ultra Bu with a value of $34.9B.
Examining the 13F form we can see an decrease of $19.8B in the current position value, from $746B to 726B.
Talon Private Wealth, LLC is based out at The Villages, FL
Below you can find more details about Talon Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$726 Billion
ETFs: $565 Billion
Technology: $36.6 Billion
Financial Services: $24.8 Billion
Industrials: $18.8 Billion
Energy: $16 Billion
Consumer Defensive: $10.5 Billion
Communication Services: $10.5 Billion
Consumer Cyclical: $9.86 Billion
Other: $8.69 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
