Arkolith/Funds/Talon Private Wealth, LLC

Talon Private Wealth, LLC

CIK 1990467Wealth platform
Holdings as of Mar 31, 2026·disclosed May 18, 2026·~48-day 13F lag·13F-HR
Active Filer

Talon Private Wealth, LLC holds a diversified book of 187 stocks worth $752.8M as of Q1 2026 (disclosed May 18, 2026, a ~48-day 13F lag). This quarter they opened Innovator Index Ac In ST ETF and trimmed Bny Mellon Core Bond ETF. Their largest long position is Bny Mellon Core Bond ETF at 7% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+9.0%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Talon Private Wealth, LLC's latest
holdings, largest changes, and filing provenance.
Opened
32
new positions
Added to
66
existing
Trimmed
85
reduced
Sold out
124
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+13.5%
+9.0%/yr · since Feb '25
Their reported book
+15.6%
held from quarter-end
S&P 500
+26.1%
same window
$8K$9K$10K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Aug '26
Talon Private Wealth, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +15.6%, a 2.1-point gap that is the cost of the ~48-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Talon Private Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~48 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
47%
Top 20 holdings
62%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

20% mapped to company sectors

ETF / fund or unclassified
80%
Information Technology
7%
Financials
3%
Industrials
3%
Consumer Discretionary
3%
Health Care
2%
Energy
1%
Communication Services
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Talon Private Wealth, LLC

Manager / fundShared namesTheir $ in those
ENVESTNET ASSET MANAGEMENT INC79 / 80$77.0B
OSAIC HOLDINGS, INC.79 / 80$14.0B
IFP Advisors, Inc79 / 80$1.1B
LPL Financial LLC78 / 80$64.2B
HARBOUR INVESTMENTS, INC.78 / 80$835.3M
Advisory Services Network, LLC77 / 80$1.8B
COMMONWEALTH EQUITY SERVICES, LLC76 / 80$15.2B
MORGAN STANLEY75 / 80$427.6B

Ranked by how many of Talon Private Wealth, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

187 positions
#SecurityValueShares% PortLast moveHistory
1Bny Mellon ETF Trust
CORE BOND ETF
$50.7M1.20M
6.7%
−12%
Reduced · −160K sh
2ETF Ser Solutions
APTUS DEFINED
$37.2M1.36M
4.9%
−11%
Reduced · −164K sh
3Innovator Etfs Trust
US EQTY ULTRA B
$36.1M943.2K
4.8%
74×
Added · +931K sh
4Innovator Etfs Trust
US EQTY ULTRA BU
$36.0M966.8K
4.8%
75×
Added · +954K sh
5Innovator Etfs Trust
US EQTY ULTRA B
$36.0M926.6K
4.8%
−3.3%
Reduced · −32K sh
6Innovator Etfs Trust
US EQT ULTRA BF
$35.9M845.0K
4.8%
−1.5%
Reduced · −13K sh
7Innovator Etfs Trust
US EQT ULTRA BFR
$35.8M985.1K
4.8%
−2.7%
Reduced · −28K sh
8Vanguard Scottsdale FDS
SHORT TERM TREAS
$33.5M572.8K
4.5%
−9.9%
Reduced · −63K sh
9Janus Detroit STR TR
HENDRSON AAA CL
$28.8M572.0K
3.8%
−25%
Reduced · −187K sh
10Ishares TR
MBS ETF
$24.4M257.5K
3.2%
−11%
Reduced · −33K sh
11Ishares TR
0-3 MNTH TREASRY
$22.6M225.0K
3.0%
−13%
Reduced · −33K sh
12ETF Ser Solutions
APTUS ENHANCED
$17.9M808.6K
2.4%
−6.8%
Reduced · −59K sh
13Innovator Etfs Trust
INDEX AUTOCALLAB
$15.7M627.0K
2.1%
New
New position
14Ishares TR
0-5 YR TIPS ETF
$11.4M110.5K
1.5%
−14%
Reduced · −18K sh
15Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$8.9M139.1K
1.2%
−33%
Reduced · −68K sh
16Proshares TR II
ULSHT BLOOMB OIL
$8.5M1.02M
1.1%
New
New position
17Walmart Inc
COM
$8.4M67.3K
1.1%
+4.6%
Added · +3K sh
18SPDR Series Trust
STATE STREET SPD
$8.2M107.0K
1.1%
−70%
Reduced · −254K sh
19Micron Technology Inc
COM
$7.2M21.2K
1.0%
−2.6%
Reduced · −580 sh
20Vanguard Index FDS
GROWTH ETF
$7.0M16.1K
0.9%
+70%
Added · +7K sh
21Janus Detroit STR TR
HENDERSON SECURI
$6.8M131.3K
0.9%
New
New position
22Ishares TR
CORE DIV GRWTH
$6.6M94.3K
0.9%
+619%
Added · +81K sh
23Nvidia Corporation
COM
$6.3M35.9K
0.8%
−19%
Reduced · −9K sh
24Innovator Etfs Trust
US EQTY PWR BUF
$6.2M134.8K
0.8%
+203%
Added · +90K sh
25Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$6.2M115.0K
0.8%
−4.0%
Reduced · −5K sh
26Innovator Etfs Trust
US EQTY PWR BUF
$6.2M144.2K
0.8%
New
New position
27Select Sector SPDR TR
STATE STREET HEA
$5.8M39.8K
0.8%
+96%
Added · +19K sh
28Applied Matls Inc
COM
$5.6M16.4K
0.7%
−8.7%
Reduced · −2K sh
29Apple Inc
COM
$5.6M22.0K
0.7%
−13%
Reduced · −3K sh
30Select Sector SPDR TR
STATE STREET COM
$5.4M48.7K
0.7%
+106%
Added · +25K sh
31Innovator Etfs Trust
US EQT PWR BUF
$5.2M130.9K
0.7%
+153%
Added · +79K sh
32Innovator Etfs Trust
US EQTY PWR BUF
$5.1M110.7K
0.7%
New
New position
33Vanguard Index FDS
MCAP GR IDXVIP
$4.9M18.9K
0.6%
+112%
Added · +10K sh
34Select Sector SPDR TR
STATE STREET REA
$4.6M113.3K
0.6%
+108%
Added · +59K sh
35Broadcom Inc
COM
$4.4M14.3K
0.6%
−1.9%
Reduced · −285 sh
36Vanguard Index FDS
SM CP VAL ETF
$4.4M20.1K
0.6%
+92%
Added · +10K sh
37Vanguard Index FDS
VALUE ETF
$4.2M21.6K
0.6%
+51%
Added · +7K sh
38Invesco Actively Managed Exc
QQQ INCOME ADVAN
$4.2M83.6K
0.6%
New
New position
39Select Sector SPDR TR
STATE STREET CON
$3.8M34.8K
0.5%
+215%
Added · +24K sh
40Innovator Etfs Trust
EQUITY AUTOCALLA
$3.8M162.2K
0.5%
New
New position
41Lockheed Martin Corp
COM
$3.7M6.2K
0.5%
−4.2%
Reduced · −270 sh
42Citigroup Inc
COM NEW
$3.4M29.9K
0.5%
−14%
Reduced · −5K sh
43Vanguard Index FDS
SML CP GRW ETF
$3.4M11.1K
0.4%
+167%
Added · +7K sh
44Emcor Group Inc
COM
$3.3M4.5K
0.4%
−8.7%
Reduced · −427 sh
45Amazon Com Inc
COM
$3.3M15.7K
0.4%
−4.9%
Reduced · −818 sh
46Tenet Healthcare Corp
COM NEW
$3.2M17.1K
0.4%
+13%
Added · +2K sh
47SPDR Series Trust
STATE STREET SPD
$3.2M33.0K
0.4%
+36%
Added · +9K sh
48L3harris Technologies Inc
COM
$3.1M8.9K
0.4%
−12%
Reduced · −1K sh
49United Therapeutics Corp Del
COM
$3.0M5.1K
0.4%
−15%
Reduced · −911 sh
50Exxon Mobil Corp
COM
$3.0M17.8K
0.4%
−22%
Reduced · −5K sh
Showing 50 of 187 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 18, 2026315$752.8M13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025302$726.0M13F-HR
Q1 2025Mar 31, 2025May 15, 2025235$745.8M13F-HR
Q4 2024Dec 31, 2024Apr 1, 2025383$478.5M13F-HR/A
Q3 2024Sep 30, 2024Apr 1, 2025357$475.3M13F-HR
Amended / restated
  • Q4 2024 · filed Feb 14, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.