Talon Private Wealth, LLC - Portfolio overview

Talon Private Wealth, LLC has 335 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BKAG - BNY MELLON ETF TRUST, 6.62%
2. UOCT - INNOVATOR ETFS TRUST, 5.76%
3. UDEC - INNOVATOR ETFS TRUST, 5.76%

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

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