account_balance
Investment manager · 13F filer · SEC CIK 1802868
TL Private Wealth
Follow TL Private Wealth
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$279Mas of Sep 30, 2026
Positions55 4 new, 3 sold out
Top 10 weight90.4%VUG alone is 21%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
20.6%
VTVVanguard Index FDS
18.1%
VOVanguard Index FDS
14.3%
FTSLFirst Tr Exchange-Traded Fd
8.7%Trimmed −6%
VEUVanguard Intl Equity Index F
7.7%Added +3%
VCSHVanguard Scottsdale FDS
6.4%
LMBSFirst Tr Exchange-Traded Fd
6.1%
HYDBiShares Tr
3.7%Trimmed −6%
SPYSPDR S&P 500 ETF Trust
2.8%
SDYSPDR Series Trust
2.1%
ACYN1.0%
IUSV
VUGVanguard Index FDS
20.6%
VTVVanguard Index FDS
18.1%
VOVanguard Index FDS
14.3%
FTSLFirst Tr Exchange-Traded Fd
8.7%Trimmed −6%
VEUVanguard Intl Equity Index F
7.7%
VCSHVanguard Scottsdale FDS
6.4%
LMBS6.1%
HYDB
SPYSDY2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 20.6% Held
VTV Vanguard Index FDS 18.1% Held
VO Vanguard Index FDS 14.3% Held
FTSL First Tr Exchange-Traded Fd 8.7% Trimmed −6%
VEU Vanguard Intl Equity Index F 7.7% Added +3%
VCSH Vanguard Scottsdale FDS 6.4% Held
LMBS First Tr Exchange-Traded Fd 6.1% Held
HYDB iShares Tr 3.7% Trimmed −6%
SPY SPDR S&P 500 ETF Trust 2.8% HeldSDY SPDR Series Trust 2.1% Held
ACYN First Tr Exchange-Traded Fd 1.0% New
IUSV iShares Tr 0.7% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.