Talon Private Wealth, LLC Portfolio Holdings
Talon Private Wealth, LLC
- $726 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 302
- Current Value $726 Billion
- Prior Value $746 Billion
- Filing
- Period Q2 2025
- Filing Date August 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 135 stocks
- Additional Purchases 81 stocks
- Sold out of 0 stocks
- Reduced holdings in 80 stocks