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Portfolio (Quarterly) Guide ↗

TL Private Wealth

· CIK 0001802868
13F Portfolio $260M AUM 46 positions Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 46 New
Page 1 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VUG VANGUARD INDEX FDS 108,682.0 $53.4M 20.54% NEW $491.03 -82.0%
2 VTV VANGUARD INDEX FDS 235,176.0 $46.3M 17.82% NEW $196.82 +7.8%
3 VO VANGUARD INDEX FDS 125,034.0 $37.3M 14.37% NEW $298.66 -73.7%
4 FTSL FIRST TR EXCHANGE-TRADED FD 534,764.0 $24.6M 9.48% NEW $46.06 -2.5%
5 VEU VANGUARD INTL EQUITY INDEX F 270,978.0 $20.6M 7.92% NEW $75.96 +10.7%
6 VCSH VANGUARD SCOTTSDALE FDS 212,662.0 $17.0M 6.53% NEW $79.76 -0.9%
7 LMBS FIRST TR EXCHANGE-TRADED FD 332,800.0 $16.7M 6.43% NEW $50.18 -0.8%
8 HYDB ISHARES TR 219,835.0 $10.5M 4.03% NEW $47.60 -1.5%
9 SPY SPDR S&P 500 ETF TR Financial Services 10,495.0 $7.3M 2.80% NEW $694.09 +8.1%
10 SDY SPDR SERIES TRUST 40,349.0 $5.8M 2.23% NEW $143.57 +4.7%
11 IUSV ISHARES TR 18,023.0 $1.9M 0.73% NEW $105.24 +4.8%
12 IEFA ISHARES TR 13,960.0 $1.3M 0.49% NEW $92.14 +6.7%
13 IVW ISHARES TR 10,302.0 $1.3M 0.49% NEW $124.66 +11.0%
14 IUSG ISHARES TR 6,988.0 $1.2M 0.46% NEW $170.12 +11.1%
15 IJH ISHARES TR 14,565.0 $1.0M 0.39% NEW $69.11 +8.0%
16 LMT LOCKHEED MARTIN CORP Industrials 1,810.0 $983K 0.38% NEW $542.92 -1.8%
17 AAPL APPLE INC Technology 3,574.0 $927K 0.36% NEW $259.38 +18.9%
18 IJR ISHARES TR 7,095.0 $897K 0.34% NEW $126.42 +10.4%
19 MSFT MICROSOFT CORP Technology 1,672.0 $801K 0.31% NEW $479.28 -13.2%
20 FMB FIRST TR EXCH TRADED FD III 13,843.0 $712K 0.27% NEW $51.41 -1.0%
Page 1 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 49.4%
Industrials 16.6%
Technology 14.7%
Healthcare 7.8%
Consumer Cyclical 4.2%
Consumer Defensive 4.1%
Communication Services 3.2%