account_balance

Investment manager · 13F filer · SEC CIK 1990467

Talon Private Wealth, LLC

Reported value$753Mas of Mar 31, 2026
Positions187
Top 10 weight47.1%BKAG alone is 7%
FiledMay 1848 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

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
BKAG Bny Mellon ETF Trust 6.7%
DRSK ETF Ser Solutions 4.9%
UOCT Innovator Etfs Trust 4.8%
UNOV Innovator Etfs Trust 4.8%
UDEC Innovator Etfs Trust 4.8%
UJAN Innovator Etfs Trust 4.8%
UFEB Innovator Etfs Trust 4.8%
VGSH Vanguard Scottsdale FDS 4.5%
JAAA Janus Detroit STR Tr 3.8%
MBB iShares Tr 3.2%
SGOV iShares Tr 3.0%
JUCY ETF Ser Solutions 2.4%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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