Tl Private Wealth Portfolio Holdings
Tl Private Wealth
- $240 Million
- Q2 2025
Tl Private Wealth has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $240 Million distributed in 45 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $54.3M, Vanguard Value ETF with a value of $41M, Vanguard Mid Cap ETF with a value of $35.9M, First Trust Senior Ln Fund with a value of $20.9M, and Vanguard Ftse All World Ex Us with a value of $18.6M.
Examining the 13F form we can see an increase of $20M in the current position value, from $220M to 240M.
Below you can find more details about Tl Private Wealth portfolio as well as his latest detailed transactions.