Tl Private Wealth Portfolio Holdings
Tl Private Wealth
- $251 Million
- Q3 2025
Tl Private Wealth has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $251 Million distributed in 43 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $52.9M, Vanguard Value ETF with a value of $43.4M, Vanguard Mid Cap ETF with a value of $36.7M, First Trust Senior Ln Fund with a value of $23.7M, and Vanguard Ftse All World Ex Us with a value of $19M.
Examining the 13F form we can see an increase of $10.4M in the current position value, from $240M to 251M.
Below you can find more details about Tl Private Wealth portfolio as well as his latest detailed transactions.
Portfolio value
$251 Million
ETFs: $242 Million
Industrials: $2.51 Million
Technology: $2.5 Million
Healthcare: $1.13 Million
Financial Services: $775,000
Consumer Cyclical: $714,000
Consumer Defensive: $669,000
Communication Services: $414,000
Other: $0
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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