Notify me when TL Private Wealth files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 46 | $259,818,722 | +$3,445,847 | -$1,301,533 | +$2,144,314 | VUG, VTV, VO, FTSL, VEU | Restatement | 12 Jan 2026, 12:01 |
| Q3 2025 | 43 | $249,301,066 | +$7,403,034 | -$9,616,964 | -$2,213,930 | VUG, VTV, VO, FTSL, VEU | 13F-HR | 14 Oct 2025, 13:59 |
| Q2 2025 | 45 | $240,845,910 | +$3,951,761 | -$502,107 | +$3,449,654 | VUG, VTV, VO, FTSL, VEU | 13F-HR | 08 Jul 2025, 09:58 |
| Q1 2025 | 41 | $201,834,294 | +$4,769,320 | -$1,479,782 | +$3,289,538 | VUG, VTV, VO, FTSL, LMBS | 13F-HR | 09 Apr 2025, 11:08 |
| Q4 2024 | 43 | $223,333,591 | +$1,697,972 | -$5,264,294 | -$3,566,322 | VUG, VTV, VO, FTSL, VEU | 13F-HR | 16 Jan 2025, 10:25 |
| Q3 2024 | 44 | $223,439,168 | +$2,230,427 | -$2,653,401 | -$422,974 | VUG, VTV, VO, FTSL, VEU | 13F-HR | 08 Oct 2024, 11:22 |
| Q2 2024 | 44 | $221,208,548 | +$9,382,660 | -$883,232 | +$8,499,428 | VUG, VTV, VO, FTSL, VEU | 13F-HR | 17 Jul 2024, 09:59 |
| Q1 2024 | 41 | $202,467,667 | +$4,139,651 | -$5,585,693 | -$1,446,042 | VUG, VTV, VO, FTSL, VEU | 13F-HR | 10 Apr 2024, 11:22 |
| Q4 2023 | 47 | $193,859,054 | +$6,163,087 | -$696,558 | +$5,466,529 | VUG, VTV, VO, FTSL, LMBS | 13F-HR | 10 Jan 2024, 11:06 |
| Q3 2023 | 38 | $174,535,034 | +$4,321,613 | -$5,856,754 | -$1,535,141 | VUG, VTV, VO, FTSL, LMBS | 13F-HR | 10 Oct 2023, 11:22 |
| Q2 2023 | 39 | $179,953,697 | +$1,665,916 | -$5,433,605 | -$3,767,689 | VUG, VTV, VO, FTSL, VEU | 13F-HR | 11 Jul 2023, 10:44 |
| Q1 2023 | 43 | $176,550,072 | +$3,449,117 | -$3,243,957 | +$205,160 | VUG, VTV, VO, FTSL, LMBS | 13F-HR | 11 Apr 2023, 11:52 |
| Q4 2022 | 47 | $171,500,056 | +$8,851,658 | -$10,326,163 | -$1,474,505 | VUG, VTV, VO, FTSL, LMBS | 13F-HR | 10 Jan 2023, 11:15 |
| Q3 2022 | 40 | $161,124,000 | +$1,801,607 | -$5,457,963 | -$3,656,356 | VTV, VUG, VO, FTSL, LMBS | 13F-HR | 11 Oct 2022, 15:13 |
| Q2 2022 | 42 | $171,654,000 | +$5,342,818 | -$3,248,313 | +$2,094,505 | VTV, VUG, VO, FTSL, LMBS | 13F-HR | 13 Jul 2022, 10:57 |
| Q1 2022 | 48 | $189,000,000 | +$18,696,741 | -$6,143,559 | +$12,553,182 | VTV, VUG, VO, FTSL, LMBS | 13F-HR | 18 Apr 2022, 10:41 |
| Q4 2021 | 50 | $176,633,000 | +$8,502,149 | -$5,336,632 | +$3,165,517 | VTV, VUG, VO, LMBS, FTSL | 13F-HR | 26 Jan 2022, 14:51 |
| Q3 2021 | 50 | $182,986,000 | +$7,889,980 | -$1,918,203 | +$5,971,777 | VUG, VTV, VO, LMBS, VEU | 13F-HR | 27 Oct 2021, 12:27 |
| Q2 2021 | 47 | $171,424,000 | +$5,181,793 | -$1,031,710 | +$4,150,083 | VUG, VTV, VO, LMBS, VEU | 13F-HR | 13 Jul 2021, 11:00 |
| Q1 2021 | 50 | $162,647,000 | +$5,404,019 | -$7,731,832 | -$2,327,813 | VUG, VTV, VO, LMBS, VEU | 13F-HR | 13 Apr 2021, 09:35 |
| Q4 2020 | 47 | $157,549,000 | +$3,181,681 | -$971,285 | +$2,210,396 | VUG, VTV, VO, VEU, LMBS | 13F-HR | 21 Jan 2021, 12:32 |
| Q3 2020 | 46 | $142,653,000 | +$10,457,809 | -$457,041 | +$10,000,768 | VUG, VTV, VO, VEU, LMBS | 13F-HR | 13 Oct 2020, 11:29 |
| Q2 2020 | 42 | $124,866,000 | +$7,755,045 | -$6,259,217 | +$1,495,828 | VUG, VTV, VO, VEU, LMBS | 13F-HR | 28 Jul 2020, 10:47 |
| Q1 2020 | 40 | $109,705,000 | +$14,989,072 | -$3,511,495 | +$11,477,577 | VUG, VTV, VO, VEU, LMBS | 13F-HR | 06 May 2020, 10:36 |
| Q4 2019 | 44 | $115,474,000 | $0 | $0 | $0 | VTV, VUG, VO, VEU, LMBS | 13F-HR | 11 Feb 2020, 15:55 |