§ 13F · FUND PROFILE
TL Private Wealth.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $240.8T (13F)Positions · 45Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 109K | $53.4T | 10.3% | −1% |
| 2 | VUG | VANGUARD INDEX FDS | 109K | $53.4T | 10.3% | −1% |
| 3 | VTV | VANGUARD INDEX FDS | 235K | $46.3T | 8.9% | +1% |
| 4 | VTV | VANGUARD INDEX FDS | 235K | $46.3T | 8.9% | +1% |
| 5 | VO | VANGUARD INDEX FDS | 125K | $37.3T | 7.2% | ±0% |
| 6 | VO | VANGUARD INDEX FDS | 125K | $37.3T | 7.2% | ±0% |
| 7 | FTSL | FIRST TR EXCHANGE-TRADED FD | 535K | $24.6T | 4.7% | +4% |
| 8 | FTSL | FIRST TR EXCHANGE-TRADED FD | 535K | $24.6T | 4.7% | +4% |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | 271K | $20.6T | 4.0% | +2% |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | 271K | $20.6T | 4.0% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TL SIGNAL
AC read
TL Private Wealth is a Other fund managing $240845.9 trillion in assets. The fund runs a portfolio of 45 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed