TL Private Wealth
TL Private Wealth reported 54 positions worth $272.7M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: VUG (19.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VUG | SH | $53.3M | 19.54% | 620,337 | — | — | |
| ▸ 2 | VTV | SH | $49.6M | 18.20% | 225,992 | — | — | |
| ▸ 3 | VO | SH | $39.4M | 14.43% | 488,218 | — | — | |
| ▸ 4 | FTSL | SH | $26.0M | 9.53% | 579,910 | — | — | |
| ▸ 5 | VEU | SH | $20.9M | 7.67% | 252,301 | — | — | |
| ▸ 6 | VCSH | SH | $18.0M | 6.60% | 228,711 | — | — | |
| ▸ 7 | LMBS | SH | $17.4M | 6.39% | 351,110 | — | — | |
| ▸ 8 | HYDB | SH | $11.2M | 4.12% | 241,161 | — | — | |
| ▸ 9 | SPY | SH | $7.7M | 2.81% | 10,263 | — | — | |
| ▸ 10 | SDY | SH | $6.1M | 2.22% | 38,961 | — | — |
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Frequently Asked Questions
What stocks does TL Private Wealth hold as of Q2 2026?
TL Private Wealth reported 54 positions worth $272.7M in its Q2 2026 13F filing. Largest positions: VUG (19.5%), VTV (18.2%), VO (14.4%), FTSL (9.5%) and VEU (7.7%).
What did TL Private Wealth buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TL Private Wealth 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.