Talon Private Wealth, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    the villages, FL
  • CIK
    0001990467
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

174

$745.83 M
BKAG, DRSK, JAAA, VGSH
13F-HR
May 15, 2025
000199046725000005

295

$478.55 M
BKAG, DRSK, VGSH, MBB
RESTATEMENT
Apr 1, 2025
000199046725000003

297

$475.26 M
BKAG, DRSK, VGSH, MBB
13F-HR
Apr 1, 2025
000199046725000004
Talon Private Wealth, Llc 13F Filings