TL Private Wealth - Portfolio overview

TL Private Wealth has 45 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 19.31%
2. VTV - VANGUARD INDEX FDS, 18.14%
3. VO - VANGUARD INDEX FDS, 14.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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