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Manager record

Talon Private Wealth, LLC

The Villages, FL · CIK 1990467 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$854.91MReported 13F valueQ2 2026 · as filed
405Holdings listed
+13.6%vs prior quartervalue change includes market moves
3Quarters on record
Sep 11Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $726.0M$726.0MQ2 2025302 holdingsQ1 2026: $752.8M$752.8MQ1 2026315 holdingsQ2 2026: $854.9M$854.9MQ2 2026405 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Sep 11 2026 13F-HR · period Q2 2026

$854.91M · 405 holdings listed · View original SEC filing ↗
May 18 2026 13F-HR · period Q1 2026

$752.84M · 315 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$726.02M · 302 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Sep 11, 2026 · Change methodology