Talon Private Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1990467
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.7B
Holdings
462
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Talon Private Wealth, LLC disclosed 462 positions worth $1.7B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 60 new positions and exited 21. The portfolio is most concentrated in Other (73.3% of disclosed assets). All figures are sourced directly from Talon Private Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1990467.
AI Fund Analysis
DiversifyingBNY MELLON ETF TRUST - COR
6.0% weight
Held 4 quarters
ETF SER SOLUTIONS - APTUS
4.6% weight
Held 4 quarters
VANGUARD SCOTTSDALE FDS -
4.0% weight
Held 4 quarters
JANUS DETROIT STR TR - HEN
3.5% weight
Held 5 quarters
$HD3.3% weight
Held 4 quarters
SELECT SECTOR SPDR TR - ST
4 quarters accumulating
$GOOG4 quarters accumulating
VANGUARD SCOTTSDALE FDS -
4 quarters accumulating
ISHARES TR - PFD AND INCM
4 quarters accumulating
$COST4 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryFinancialsHealthcareEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
BNY MELLON ETF TRUST - CORE BOND ETF
—Quality
$51.4M1,225,426 shBNY MELLON ETF TRUST - CORE BOND ETF
—Quality
$51.4M1,225,426 shETF SER SOLUTIONS - APTUS DEFINED
—Quality
$39.3M1,368,011 shETF SER SOLUTIONS - APTUS DEFINED
—Quality
$39.3M1,368,011 shVANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
—Quality
$34.7M595,433 shVANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
—Quality
$34.7M595,433 shJANUS DETROIT STR TR - HENDRSON AAA CL
—Quality
$29.5M583,341 shJANUS DETROIT STR TR - HENDRSON AAA CL
—Quality
$29.5M583,341 sh- 60.3
Quality
$28.5M629,495 sh - 60.3
Quality
$28.5M629,495 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| BNY MELLON ETF TRUST - CORE BOND ETF | — | $51.4M | 1,225,426 |
| BNY MELLON ETF TRUST - CORE BOND ETF | — | $51.4M | 1,225,426 |
| ETF SER SOLUTIONS - APTUS DEFINED | — | $39.3M | 1,368,011 |
| ETF SER SOLUTIONS - APTUS DEFINED | — | $39.3M | 1,368,011 |
| VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $34.7M | 595,433 |
| VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $34.7M | 595,433 |
| JANUS DETROIT STR TR - HENDRSON AAA CL | — | $29.5M | 583,341 |
| JANUS DETROIT STR TR - HENDRSON AAA CL | — | $29.5M | 583,341 |
| HOME DEPOT, INC.$HD | 60.3 | $28.5M | 629,495 |
| HOME DEPOT, INC.$HD | 60.3 | $28.5M | 629,495 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Talon Private Wealth, LLC's 462 positions.
Showing top 10 of 462 holdings.
Sector Allocation
Other
$1.3B
Technology
$159.8M
Consumer Discretionary
$86.3M
Financials
$81.4M
Healthcare
$42.3M
Energy
$34.9M
Industrials
$30.9M
Communication Services
$10.7M
Top Holdings — Talon Private Wealth, LLC (Q2 2026)
Top 150 of 462 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | BNY MELLON ETF TRUST - CORE BOND ETF | $51.4M | 3.0% | +2% | — |
| 2 | — | BNY MELLON ETF TRUST - CORE BOND ETF | $51.4M | 3.0% | +2% | — |
| 3 | — | ETF SER SOLUTIONS - APTUS DEFINED | $39.3M | 2.3% | +1% | — |
| 4 | — | ETF SER SOLUTIONS - APTUS DEFINED | $39.3M | 2.3% | +1% | — |
| 5 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $34.7M | 2.0% | +4% | — |
| 6 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $34.7M | 2.0% | +4% | — |
| 7 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $29.5M | 1.7% | +2% | — |
| 8 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $29.5M | 1.7% | +2% | — |
| 9 | $HD | HOME DEPOT, INC. | $28.5M | 1.7% | -26% | 60.3 |
| 10 | $HD | HOME DEPOT, INC. | $28.5M | 1.7% | -26% | 60.3 |
| 11 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BFR | $28.4M | 1.7% | -25% | — |
| 12 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BFR | $28.4M | 1.7% | -25% | — |
| 13 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | $28.3M | 1.7% | -21% | — |
| 14 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | $28.3M | 1.7% | -21% | — |
| 15 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | $28.1M | 1.6% | -13% | — |
| 16 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | $28.1M | 1.6% | -13% | — |
| 17 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | $28.1M | 1.6% | -14% | — |
| 18 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | $28.1M | 1.6% | -14% | — |
| 19 | — | ISHARES TR - MBS ETF | $24.6M | 1.4% | +1% | — |
| 20 | — | ISHARES TR - MBS ETF | $24.6M | 1.4% | +1% | — |
| 21 | — | INNOVATOR ETFS TRUST - INDE AUT INC ETF | $23.8M | 1.4% | +49% | — |
| 22 | — | INNOVATOR ETFS TRUST - INDE AUT INC ETF | $23.8M | 1.4% | +49% | — |
| 23 | — | ISHARES TR - 0-3 MNTH TREASRY | $22.9M | 1.3% | +1% | — |
| 24 | — | ISHARES TR - 0-3 MNTH TREASRY | $22.9M | 1.3% | +1% | — |
| 25 |  $MU | MICRON TECHNOLOGY INC | $21.6M | 1.3% | -12% | 86.2 |
| 26 | $MU | MICRON TECHNOLOGY INC | $21.6M | 1.3% | -12% | 86.2 |
| 27 | — | ETF SER SOLUTIONS - APTUS ENHANCED | $18.1M | 1.1% | +2% | — |
| 28 | — | ETF SER SOLUTIONS - APTUS ENHANCED | $18.1M | 1.1% | +2% | — |
| 29 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $11.9M | 0.7% | +21% | — |
| 30 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $11.9M | 0.7% | +21% | — |
| 31 | — | ISHARES TR - 0-5 YR TIPS ETF | $11.5M | 0.7% | +2% | — |
| 32 | — | ISHARES TR - 0-5 YR TIPS ETF | $11.5M | 0.7% | +2% | — |
| 33 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $10.8M | 0.6% | +944% | — |
| 34 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $10.8M | 0.6% | +944% | — |
| 35 | — | INNOVATOR ETFS TRUST - US EQTY BUFR FEB | $10.1M | 0.6% | NEW | — |
| 36 | — | INNOVATOR ETFS TRUST - US EQTY BUFR FEB | $10.1M | 0.6% | NEW | — |
| 37 | — | INNOVATOR ETFS TRUST - US EQTY BUFR MAR | $10.1M | 0.6% | NEW | — |
| 38 | — | INNOVATOR ETFS TRUST - US EQTY BUFR MAR | $10.1M | 0.6% | NEW | — |
| 39 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JAN | $10.1M | 0.6% | NEW | — |
| 40 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JAN | $10.1M | 0.6% | NEW | — |
| 41 | — | INNOVATOR ETFS TRUST - US EQTY BUFR MAY | $10.1M | 0.6% | NEW | — |
| 42 | — | INNOVATOR ETFS TRUST - US EQTY BUFR MAY | $10.1M | 0.6% | NEW | — |
| 43 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JUN | $10.1M | 0.6% | NEW | — |
| 44 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JUN | $10.1M | 0.6% | NEW | — |
| 45 |  $AMAT | APPLIED MATERIALS INC /DE | $9.3M | 0.6% | -21% | 72.3 |
| 46 | $AMAT | APPLIED MATERIALS INC /DE | $9.3M | 0.6% | -21% | 72.3 |
| 47 | — | SPDR SERIES TRUST - ST STR P500ETF | $9.3M | 0.5% | -1% | — |
| 48 | — | SPDR SERIES TRUST - ST STR P500ETF | $9.3M | 0.5% | -1% | — |
| 49 |  $NVDA | NVIDIA CORP | $8.8M | 0.5% | +23% | 85.9 |
| 50 | $NVDA | NVIDIA CORP | $8.8M | 0.5% | +23% | 85.9 |
| 51 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $7.8M | 0.5% | +23% | — |
| 52 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $7.8M | 0.5% | +23% | — |
| 53 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $7.6M | 0.4% | +87% | — |
| 54 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $7.6M | 0.4% | +87% | — |
| 55 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $7.5M | 0.4% | +10% | — |
| 56 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $7.5M | 0.4% | +10% | — |
| 57 |  $WMT | Walmart Inc. | $7.2M | 0.4% | -6% | 60.2 |
| 58 | $WMT | Walmart Inc. | $7.2M | 0.4% | -6% | 60.2 |
| 59 |  $AAPL | Apple Inc. | $7.1M | 0.4% | +12% | 76.4 |
| 60 | $AAPL | Apple Inc. | $7.1M | 0.4% | +12% | 76.4 |
| 61 |  $STT | STATE STREET CORP | $7.0M | 0.4% | +39% | 71.5 |
| 62 | $STT | STATE STREET CORP | $7.0M | 0.4% | +39% | 71.5 |
| 63 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $6.9M | 0.4% | +70% | — |
| 64 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $6.9M | 0.4% | +70% | — |
| 65 | — | ISHARES TR - CORE DIV GRWTH | $6.8M | 0.4% | -5% | — |
| 66 | — | ISHARES TR - CORE DIV GRWTH | $6.8M | 0.4% | -5% | — |
| 67 | — | VANGUARD INDEX FDS - VALUE ETF | $6.8M | 0.4% | +44% | — |
| 68 | — | VANGUARD INDEX FDS - VALUE ETF | $6.8M | 0.4% | +44% | — |
| 69 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $6.6M | 0.4% | +27% | — |
| 70 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $6.6M | 0.4% | +27% | — |
| 71 | — | VANGUARD INDEX FDS - GROWTH ETF | $6.5M | 0.4% | +371% | — |
| 72 | — | VANGUARD INDEX FDS - GROWTH ETF | $6.5M | 0.4% | +371% | — |
| 73 |  $AVGO | Broadcom Inc. | $6.1M | 0.3% | +12% | 84.5 |
| 74 | $AVGO | Broadcom Inc. | $6.1M | 0.3% | +12% | 84.5 |
| 75 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $5.8M | 0.3% | +19% | — |
| 76 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $5.8M | 0.3% | +19% | — |
| 77 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $5.6M | 0.3% | -15% | — |
| 78 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $5.6M | 0.3% | -15% | — |
| 79 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $5.5M | 0.3% | +1735% | — |
| 80 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $5.5M | 0.3% | +1735% | — |
| 81 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $5.4M | 0.3% | -20% | — |
| 82 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $5.4M | 0.3% | -20% | — |
| 83 | — | INNOVATOR ETFS TRUST - US EQT PWR BUF | $5.3M | 0.3% | -3% | — |
| 84 | — | INNOVATOR ETFS TRUST - US EQT PWR BUF | $5.3M | 0.3% | -3% | — |
| 85 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $5.3M | 0.3% | -1% | — |
| 86 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $5.3M | 0.3% | -1% | — |
| 87 | — | INNOVATOR ETFS TRUST - EQUI AUTO IN ETF | $5.1M | 0.3% | +37% | — |
| 88 | — | INNOVATOR ETFS TRUST - EQUI AUTO IN ETF | $5.1M | 0.3% | +37% | — |
| 89 |  $V | VISA INC. | $5.0M | 0.3% | +101% | 82.9 |
| 90 | $V | VISA INC. | $5.0M | 0.3% | +101% | 82.9 |
| 91 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $4.9M | 0.3% | +89% | — |
| 92 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $4.9M | 0.3% | +89% | — |
| 93 |  $AMZN | AMAZON COM INC | $4.5M | 0.3% | +20% | 68.7 |
| 94 | $AMZN | AMAZON COM INC | $4.5M | 0.3% | +20% | 68.7 |
| 95 |  $THC | TENET HEALTHCARE CORP | $4.3M | 0.3% | +35% | 66.2 |
| 96 | $THC | TENET HEALTHCARE CORP | $4.3M | 0.3% | +35% | 66.2 |
| 97 | — | INVESCO ACTIVELY MANAGED EXC - QQQ INC ADV ETF | $4.3M | 0.3% | -12% | — |
| 98 | — | INVESCO ACTIVELY MANAGED EXC - QQQ INC ADV ETF | $4.3M | 0.3% | -12% | — |
| 99 |  $C | CITIGROUP INC | $4.2M | 0.3% | +1% | 65 |
| 100 | $C | CITIGROUP INC | $4.2M | 0.3% | +1% | 65 |
| 101 |  $MS | MORGAN STANLEY | $4.0M | 0.2% | +20% | 75.8 |
| 102 | $MS | MORGAN STANLEY | $4.0M | 0.2% | +20% | 75.8 |
| 103 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $4.0M | 0.2% | +25% | — |
| 104 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $4.0M | 0.2% | +25% | — |
| 105 | $GOOG | Alphabet Inc. | $3.7M | 0.2% | +8% | 78.2 |
| 106 | $GOOG | Alphabet Inc. | $3.7M | 0.2% | +8% | 78.2 |
| 107 |  $UTHR | UNITED THERAPEUTICS Corp | $3.7M | 0.2% | +32% | 71.3 |
| 108 | $UTHR | UNITED THERAPEUTICS Corp | $3.7M | 0.2% | +32% | 71.3 |
| 109 |  $GS | GOLDMAN SACHS GROUP INC | $3.7M | 0.2% | +2% | 73.5 |
| 110 | $GS | GOLDMAN SACHS GROUP INC | $3.7M | 0.2% | +2% | 73.5 |
| 111 |  $EME | EMCOR Group, Inc. | $3.6M | 0.2% | -2% | 69.3 |
| 112 | $EME | EMCOR Group, Inc. | $3.6M | 0.2% | -2% | 69.3 |
| 113 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $3.4M | 0.2% | +22% | — |
| 114 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $3.4M | 0.2% | +22% | — |
| 115 |  $WFC | WELLS FARGO & COMPANY/MN | $3.4M | 0.2% | +30% | 61.8 |
| 116 | $WFC | WELLS FARGO & COMPANY/MN | $3.4M | 0.2% | +30% | 61.8 |
| 117 | — | SPDR SERIES TRUST - ST STR CONV ETF | $3.2M | 0.2% | +25% | — |
| 118 | — | SPDR SERIES TRUST - ST STR CONV ETF | $3.2M | 0.2% | +25% | — |
| 119 |  $BKR | Baker Hughes Co | $3.2M | 0.2% | +17% | 60.7 |
| 120 | $BKR | Baker Hughes Co | $3.2M | 0.2% | +17% | 60.7 |
| 121 |  $XOM.R34088 | EXXON MOBIL CORP | $3.2M | 0.2% | +31% | 57.9 |
| 122 | $XOM.R34088 | EXXON MOBIL CORP | $3.2M | 0.2% | +31% | 57.9 |
| 123 |  $LLY | ELI LILLY & Co | $3.2M | 0.2% | NEW | 87.5 |
| 124 | $LLY | ELI LILLY & Co | $3.2M | 0.2% | NEW | 87.5 |
| 125 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.0M | 0.2% | +3% | 67.6 |
| 126 | $BAC | BANK OF AMERICA CORP /DE/ | $3.0M | 0.2% | +3% | 67.6 |
| 127 | — | ISHARES TR - CORE S&P500 ETF | $3.0M | 0.2% | +5% | — |
| 128 | — | ISHARES TR - CORE S&P500 ETF | $3.0M | 0.2% | +5% | — |
| 129 |  $LMT | LOCKHEED MARTIN CORP | $3.0M | 0.2% | -6% | 65.6 |
| 130 | $LMT | LOCKHEED MARTIN CORP | $3.0M | 0.2% | -6% | 65.6 |
| 131 |  $JPM | JPMORGAN CHASE & CO | $2.9M | 0.2% | -4% | 70.7 |
| 132 | $JPM | JPMORGAN CHASE & CO | $2.9M | 0.2% | -4% | 70.7 |
| 133 |  $GD | GENERAL DYNAMICS CORP | $2.9M | 0.2% | +8% | 68.7 |
| 134 | $GD | GENERAL DYNAMICS CORP | $2.9M | 0.2% | +8% | 68.7 |
| 135 |  $URI | UNITED RENTALS, INC. | $2.8M | 0.2% | +3% | 63.9 |
| 136 | $URI | UNITED RENTALS, INC. | $2.8M | 0.2% | +3% | 63.9 |
| 137 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $2.8M | 0.2% | +9% | 64.4 |
| 138 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $2.8M | 0.2% | +9% | 64.4 |
| 139 |  $PR | Permian Resources Corp | $2.8M | 0.2% | +25% | 79.5 |
| 140 | $PR | Permian Resources Corp | $2.8M | 0.2% | +25% | 79.5 |
| 141 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $2.8M | 0.2% | +69% | — |
| 142 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $2.8M | 0.2% | +69% | — |
| 143 |  $LNG | Cheniere Energy, Inc. | $2.8M | 0.2% | +34% | 66.5 |
| 144 | $LNG | Cheniere Energy, Inc. | $2.8M | 0.2% | +34% | 66.5 |
| 145 |  $JNJ | JOHNSON & JOHNSON | $2.7M | 0.2% | +90% | 69 |
| 146 | $JNJ | JOHNSON & JOHNSON | $2.7M | 0.2% | +90% | 69 |
| 147 |  $PKG | PACKAGING CORP OF AMERICA | $2.7M | 0.2% | +21% | 63 |
| 148 | $PKG | PACKAGING CORP OF AMERICA | $2.7M | 0.2% | +21% | 63 |
| 149 |  $QCOM | QUALCOMM INC/DE | $2.7M | 0.2% | +14% | 70.5 |
| 150 | $QCOM | QUALCOMM INC/DE | $2.7M | 0.2% | +14% | 70.5 |
New Positions (60)
INNOVATOR ETFS TRUST - US EQTY BUFR FEB$10.1M
INNOVATOR ETFS TRUST - US EQTY BUFR MAR$10.1M
INNOVATOR ETFS TRUST - US EQTY BUFR JAN$10.1M
INNOVATOR ETFS TRUST - US EQTY BUFR MAY$10.1M
INNOVATOR ETFS TRUST - US EQTY BUFR JUN$10.1M
$LLY ELI LILLY & Co$3.2M AMPLIFY ETF TR - CWP ENHANCED DIV$2.5M
SCHWAB STRATEGIC TR - US LCAP GR ETF$1.5M
VANGUARD INDEX FDS - SMALL CP ETF$1.5M
$AMD ADVANCED MICRO DEVICES INC$1.4M VANECK ETF TRUST - HIGH YLD MUNIETF$1.1M
$LRCX LAM RESEARCH CORP$1.1M VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD$1.1M
$MRK Merck & Co., Inc.$994,654
$HALO HALOZYME THERAPEUTICS, INC.$839,446Exited Positions (21)
PROSHARES TR II - ULSHT BLOOMB OIL
$PANW Palo Alto Networks Inc
$MCD MCDONALDS CORP
$LVS LAS VEGAS SANDS CORP
$AXP AMERICAN EXPRESS CO
$UBER Uber Technologies, Inc
$TRU TransUnion
$NKE NIKE, Inc.
$DECK DECKERS OUTDOOR CORP
$DHI HORTON D R INC /DE/
$ABT ABBOTT LABORATORIES
$PHM PULTEGROUP INC/MI/
$CNC CENTENE CORP
$CHTR CHARTER COMMUNICATIONS, INC. /MO/
$GAP GAP INCBrowse Top Institutional Investors
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