13F Filings History of Talon Private Wealth, LLC

Latest 13F report
Q2 2025 - 14 Aug 2025
Value $
$726,018,818
Signature - Title
Andrew Halac - Compliance Officer
Location
The Villages, FL
Summary
This page shows a list of all the recent 13F filings made by Talon Private Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Talon Private Wealth, LLC reported 300 stock holdings with total value $726,018,818 as of Q2 2025. Top holdings included BKAG, DRSK, JAAA, VGSH, and UDEC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 300 $726,018,818 +$98,439,547 -$149,516,084 -$51,076,537 BKAG, DRSK, JAAA, VGSH, UDEC 13F-HR 14 Aug 2025, 10:38
Q1 2025 174 $745,827,852 +$322,395,732 -$55,790,689 +$266,605,043 BKAG, DRSK, JAAA, VGSH, UNOV 13F-HR 15 May 2025, 12:49
Q4 2024 293 $478,547,637 +$175,183,465 -$158,282,506 +$16,900,959 BKAG, DRSK, VGSH, MBB, JAAA Restatement 01 Apr 2025, 14:37
Q3 2024 295 $475,261,687 $0 $0 $0 BKAG, DRSK, VGSH, MBB, JUCY 13F-HR 01 Apr 2025, 15:26