Talon Private Wealth, LLC
All 13F Filings
- Location
- The Villages, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 854,907
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 9/11/2026 | 244 | 854,907 | 13F-HR | Talon Private Wealth, LLC |
| Q1 2026 | 5/15/2026 | 187 | 752,843 | 13F-HR | Talon Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 446.1 K | 52.2% | 23.23 K | 0 | 23.23 K |
| ETFs | 356.7 K | 41.7% | 77.66 K | 0 | 77.66 K |
| Debt | 51.82 K | 6.1% | 1.138 K | 0 | 1.138 K |
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Fund Snapshot
Q2 2026
Latest filed
9/11/2026
Total value ($000)
854,907
Holdings
244
QoQ value change ($000)
102,064
(13.6%)
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.