TL Private Wealth
All 13F Filings
- Location
- Southlake, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 253,389
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 44 | 253,389 | 13F-HR | TL Private Wealth |
| Q4 2025 | 1/12/2026 | 46 | 259,819 | 13F-HR/A - RESTATEMENT | TL Private Wealth |
| Q4 2025 | 1/12/2026 | 46 | 259,819 | 13F-HR | TL Private Wealth |
| Q3 2025 | 10/14/2025 | 43 | 249,301 | 13F-HR | TL Private Wealth |
| Q2 2025 | 7/8/2025 | 45 | 240,846 | 13F-HR | TL Private Wealth |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.15 K | 10.3% | 0 | 67.4 K | -67.4 K |
| ETFs | 203 K | 80.1% | 61.38 K | 0 | 61.38 K |
| Debt | 24.22 K | 9.6% | 0 | 415 | -415 |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
253,389
Holdings
44
QoQ value change ($000)
-6,430
(-2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.