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Portfolio (Quarterly) Guide ↗

Talon Private Wealth, LLC

· CIK 0001990467
13F Portfolio $753M AUM 315 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 187 New
Page 4 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PR PERMIAN RESOURCES CORP Energy 120,697.0 $2.6M 0.34% NEW $21.32 -1.7%
62 WFC WELLS FARGO & CO Financial Services 31,477.0 $2.5M 0.33% NEW $79.61 -4.8%
63 BAC BANK AMERICA CORP Financial Services 51,254.0 $2.5M 0.33% NEW $48.75 +5.3%
64 IVV ISHARES TR 3,810.0 $2.5M 0.33% NEW $653.24 +13.7%
65 LNG CHENIERE ENERGY INC Energy 8,605.0 $2.4M 0.32% NEW $283.76 -13.8%
66 VOE VANGUARD INDEX FDS 13,183.0 $2.4M 0.32% NEW $184.28 +4.4%
67 CWB SPDR SERIES TRUST 23,912.0 $2.2M 0.29% NEW $91.52 +12.4%
68 V VISA INC Financial Services 7,214.0 $2.2M 0.29% NEW $302.26 +9.1%
69 VNQ VANGUARD INDEX FDS 23,315.0 $2.1M 0.28% NEW $88.70 +8.2%
70 ACIO ETF SER SOLUTIONS 47,968.0 $2.0M 0.27% NEW $41.96 +10.1%
71 FANG DIAMONDBACK ENERGY INC Energy 10,082.0 $2.0M 0.27% NEW $197.80 +3.4%
72 PKG PACKAGING CORP AMER Consumer Cyclical 9,309.0 $2.0M 0.26% NEW $212.22 -0.7%
73 IAPR INNOVATOR ETFS TRUST 61,146.0 $1.9M 0.26% NEW $31.67 +3.7%
74 IJUL INNOVATOR ETFS TRUST 56,123.0 $1.9M 0.25% NEW $33.75 +4.0%
75 IJAN INNOVATOR ETFS TRUST 51,909.0 $1.9M 0.25% NEW $36.28 +3.6%
76 IOCT INNOVATOR ETFS TRUST 53,724.0 $1.9M 0.25% NEW $35.05 +3.9%
77 RSP INVESCO EXCHANGE TRADED FD T 9,719.0 $1.9M 0.25% NEW $191.91 +5.9%
78 LEIDOS HOLDINGS INC 11,751.0 $1.8M 0.24% NEW $155.51
79 TMUS T-MOBILE US INC Communication Services 8,646.0 $1.8M 0.24% NEW $210.03 -9.3%
80 OKE ONEOK INC NEW Energy 19,681.0 $1.8M 0.24% NEW $90.39 +2.7%
Page 4 of 10  ·  187 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
Technology 26.0%
Financial Services 20.7%
Industrials 13.5%
Energy 10.2%
Consumer Cyclical 8.4%
Healthcare 8.2%
Consumer Defensive 6.6%
Communication Services 6.5%
Real Estate 0.1%