TL Private Wealth
All 13F Filings
- Location
- Southlake, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 272,692
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/8/2026 | 54 | 272,692 | 13F-HR | TL Private Wealth |
| 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 | 28.97 K | 10.6% | 2.813 K | 0 | 2.813 K |
| ETFs | 217.8 K | 79.9% | 14.74 K | 0 | 14.74 K |
| Debt | 25.97 K | 9.5% | 1.758 K | 0 | 1.758 K |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
272,692
Holdings
54
QoQ value change ($000)
19,303
(7.6%)
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.