Talon Private Wealth, LLC

CIK 0001990467 · THE VILLAGES, FL · Quarter end: 2026-06-30 · Filed on: 2026-09-11 · Open the SEC source

Talon Private Wealth, LLC reported 231 positions worth $854.9M as of June 30, 2026 (13F filed September 11, 2026). Largest holding: BKAG (6.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$854.9M
2026 Q2
Positions
231
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.5%
Est. Net Flow (Q)
2026 Q2
10 / 231 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BKAGBNY MELLON ETF TRUSTSH$51.4M6.01%1,225,426
2DRSKETF SER SOLUTIONSSH$39.3M4.60%1,368,011
3VGSHVANGUARD SCOTTSDALE FDSSH$34.7M4.05%595,433
4JAAAJANUS DETROIT STR TRSH$29.5M3.45%583,341
5UJANINNOVATOR ETFS TRUSTSH$28.5M3.34%629,495
6UFEBINNOVATOR ETFS TRUSTSH$28.4M3.32%734,535
7UMARINNOVATOR ETFS TRUSTSH$28.3M3.31%670,388
8UMAYINNOVATOR ETFS TRUSTSH$28.1M3.29%739,204
9UJUNINNOVATOR ETFS TRUSTSH$28.1M3.28%728,001
10MBBISHARES TRSH$24.6M2.88%260,720

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Talon Private Wealth, LLC hold as of Q2 2026?

Talon Private Wealth, LLC reported 231 positions worth $854.9M in its Q2 2026 13F filing. Largest positions: BKAG (6.0%), DRSK (4.6%), VGSH (4.1%), JAAA (3.4%) and UJAN (3.3%).

What did Talon Private Wealth, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Talon Private Wealth, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.