13F

Investor

Talon Private Wealth, LLC

CIK 0001990467 · filed 2026-05-18 · SEC filing

13F book

$752.8M

Positions

187

Largest name

6.7%

Bny Mellon Etf Trust

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Bny Mellon Etf Trust1.2M$50.7M6.7%Held
Etf Ser Solutions1.36M$37.2M4.9%Held
Innovator Etfs Trust943.2K$36.1M4.8%Held
Innovator Etfs Trust966.8K$36M4.8%Held
Innovator Etfs Trust926.6K$36M4.8%Held
Innovator Etfs Trust845K$35.9M4.8%Held
Innovator Etfs Trust985.1K$35.8M4.8%Held
Vanguard Scottsdale Fds572.8K$33.5M4.5%Held
Janus Detroit Str Tr572K$28.8M3.8%Held
Ishares Tr257.5K$24.4M3.2%Held
Ishares 0-3 Month225K$22.6M3.0%Held
Etf Ser Solutions808.6K$17.9M2.4%Held
Innovator Etfs Trust627K$15.7M2.1%Held
Ishares Tr110.5K$11.4M1.5%Held
Vanguard Tax-Managed Fds139.1K$8.91M1.2%Held
Proshares Tr Ii1.02M$8.52M1.1%Held
Walmart Inc.WMT67.3K$8.37M1.1%Held
Spdr Series Trust107K$8.19M1.1%Held
Micron Technology IncMU21.2K$7.17M1.0%Held
Vanguard Growth Etf16.1K$7.02M0.9%Held
Janus Detroit Str Tr131.3K$6.77M0.9%Held
Ishares Tr94.3K$6.61M0.9%Held
Nvidia CorpNVDA35.9K$6.25M0.8%Held
Innovator Etfs Trust134.8K$6.22M0.8%Held
Vanguard Intl Equity Index F115K$6.22M0.8%Held
Innovator Etfs Trust144.2K$6.22M0.8%Held
Select Sector Spdr Tr39.8K$5.83M0.8%Held
Applied Matls Inc16.4K$5.61M0.7%Held
Apple Inc.AAPL22K$5.59M0.7%Held
Select Sector Spdr Tr48.7K$5.4M0.7%Held
Innovator Etfs Trust130.9K$5.21M0.7%Held
Innovator Etfs Trust110.7K$5.09M0.7%Held
Vanguard Index Fds18.9K$4.86M0.6%Held
Select Sector Spdr Tr113.3K$4.63M0.6%Held
Broadcom Inc.AVGO14.3K$4.44M0.6%Held
Vanguard Index Fds20.1K$4.36M0.6%Held
Vanguard Index Fds21.6K$4.24M0.6%Held
Invesco Actively Managed Exc83.6K$4.17M0.6%Held
Select Sector Spdr Tr34.8K$3.79M0.5%Held
Innovator Etfs Trust162.2K$3.75M0.5%Held
Lockheed Martin CorpLMT6.19K$3.74M0.5%Held
Citigroup Inc29.9K$3.4M0.5%Held
Vanguard Index Fds11.1K$3.36M0.4%Held
EMCOR Group, Inc.EME4.48K$3.31M0.4%Held
Amazon Com IncAMZN15.7K$3.27M0.4%Held
Tenet Healthcare CorpTHC17.1K$3.22M0.4%Held
Spdr Series Trust33K$3.16M0.4%Held
L3harris Technologies Inc8.88K$3.06M0.4%Held
United Therapeutics Corp Del5.12K$3.04M0.4%Held
Exxon Mobil Corp17.8K$3.01M0.4%Held
Goldman Sachs Group Inc3.54K$2.99M0.4%Held
Baker Hughes Company49K$2.99M0.4%Held
Northrop Grumman Corp4.14K$2.83M0.4%Held
Vanguard Scottsdale Fds33.9K$2.8M0.4%Held
Alphabet Inc9.62K$2.77M0.4%Held
Jpmorgan Chase & Co.9.37K$2.75M0.4%Held
Fox Corp45.6K$2.66M0.4%Held
Microsoft CorpMSFT7.17K$2.65M0.4%Held
Morgan Stanley16.1K$2.65M0.4%Held
General Dynamics CorpGD7.54K$2.59M0.3%Held
Permian Resources CorpPR120.7K$2.57M0.3%Held
Wells Fargo Co New31.5K$2.51M0.3%Held
Bank America Corp51.3K$2.5M0.3%Held
Ishares Tr3.81K$2.49M0.3%Held
Cheniere Energy, Inc.LNG8.61K$2.44M0.3%Held
Vanguard Index Fds13.2K$2.43M0.3%Held
Spdr Series Trust23.9K$2.19M0.3%Held
Visa Inc.V7.21K$2.18M0.3%Held
Vanguard Index Fds23.3K$2.07M0.3%Held
Etf Ser Solutions48K$2.01M0.3%Held
Diamondback Energy, Inc.FANG10.1K$1.99M0.3%Held
Packaging Corp Amer9.31K$1.98M0.3%Held
Innovator Etfs Trust61.1K$1.94M0.3%Held
Innovator Etfs Trust56.1K$1.89M0.3%Held
Innovator Etfs Trust51.9K$1.88M0.3%Held
Innovator Etfs Trust53.7K$1.88M0.3%Held
Invesco Exchange Traded Fd T9.72K$1.87M0.2%Held
Leidos Holdings, Inc.LDOS11.8K$1.83M0.2%Held
T-Mobile Us Inc8.65K$1.82M0.2%Held
Oneok Inc /New/OKE19.7K$1.78M0.2%Held
United Rentals, Inc.URI2.43K$1.77M0.2%Held
Ishares Tr58.3K$1.77M0.2%Held
Innovator Etfs Trust57.8K$1.73M0.2%Held
Innovator Etfs Trust50.6K$1.72M0.2%Held
Vanguard Bd Index Fds22.2K$1.64M0.2%Held
Select Sector Spdr Tr32.7K$1.64M0.2%Held
Qualcomm Inc12.7K$1.63M0.2%Held
Caterpillar IncCAT2.29K$1.62M0.2%Held
Vanguard Scottsdale Fds25.4K$1.51M0.2%Held
Palo Alto Networks IncPANW8.96K$1.44M0.2%Held
Vanguard Bd Index Fds18.4K$1.42M0.2%Held
Vanguard Index Fds2.35K$1.41M0.2%Held
Johnson & JohnsonJNJ5.59K$1.37M0.2%Held
Vse Corp6.92K$1.28M0.2%Held
Innovator Etfs Trust28.7K$1.17M0.2%Held
Innovator Etfs Trust27.6K$1.17M0.2%Held
Innovator Etfs Trust29.1K$1.17M0.2%Held
Tesla, Inc.TSLA3.12K$1.16M0.2%Held
Select Sector Spdr Tr13.7K$1.13M0.1%Held
Amgen IncAMGN3.09K$1.09M0.1%Held
Etf Ser Solutions27K$1.06M0.1%Held
Colgate Palmolive CoCL12.4K$1.06M0.1%Held
Berkshire Hathaway Inc Del2.17K$1.04M0.1%Held
Energy Transfer L P52.5K$1.01M0.1%Held
Disney Walt Co10.5K$1.01M0.1%Held
Mcdonalds CorpMCD3.21K$998.9K0.1%Held
Meta Platforms, Inc.META1.69K$968.4K0.1%Held
Las Vegas Sands CorpLVS17.9K$962.8K0.1%Held
American Express CoAXP3.05K$922.9K0.1%Held
Vanguard Scottsdale Fds16.5K$910.6K0.1%Held
Janus Detroit Str Tr19.2K$893K0.1%Held
Ishares Tr12.9K$874.5K0.1%Held
Ishares Tr9.42K$853K0.1%Held
Ishares Tr6.83K$849.3K0.1%Held
Costco Whsl Corp New849$846.1K0.1%Held
ServiceNow, Inc.NOW7.93K$828.8K0.1%Held
Invesco Qqq Tr1.41K$812.6K0.1%Held
Salesforce, Inc.CRM4.26K$795.2K0.1%Held
Etf Ser Solutions31.4K$773.7K0.1%Held
Uber Technologies, IncUBER10.7K$773K0.1%Held
Vanguard Index Fds2.37K$761.7K0.1%Held
TransunionTRU10.7K$737.6K0.1%Held
NIKE, Inc.NKE13.3K$701.4K0.1%Held
Spdr Gold Tr1.59K$682.3K0.1%Held
Spdr S&P 500 Etf Tr1.02K$663.1K0.1%Held
Zoom Communications, Inc.ZM7.98K$641.4K0.1%Held
Monolithic Pwr Sys Inc585$639.6K0.1%Held
Flex Ltd.FLEX9.77K$639.4K0.1%Held
Exelixis, Inc.EXEL14.9K$638.9K0.1%Held
Ishares Tr12.5K$633.9K0.1%Held
Chewy, Inc.CHWY23.4K$631.9K0.1%Held
Neurocrine Biosciences IncNBIX4.79K$630.9K0.1%Held
Oracle Corp4.25K$625.8K0.1%Held
Deckers Outdoor CorpDECK6.23K$623.2K0.1%Held
D R Horton Inc4.5K$616.8K0.1%Held
Abbott LabsABT6K$615.8K0.1%Held
Ishares Tr6.12K$607.3K0.1%Held
Pulte Group Inc5.16K$606.4K0.1%Held
Centene Corp Del18.3K$599.3K0.1%Held
Vanguard Scottsdale Fds12.7K$597.1K0.1%Held
Charter Communications Inc N2.75K$594.1K0.1%Held
Merit Med Sys Inc8.6K$592.6K0.1%Held
Gap IncGAP24.4K$590.3K0.1%Held
Option Care Health, Inc.OPCH21.9K$590.2K0.1%Held
Ishares Inc8.21K$572.8K0.1%Held
Lithia Mtrs Inc2.29K$571.9K0.1%Held
Insulet CorpPODD2.67K$560.1K0.1%Held
Williams Sonoma IncWSM3.05K$556.8K0.1%Held
Jabil IncJBL2.09K$554.9K0.1%Held
Applovin CorpAPP1.38K$548K0.1%Held
Dnp Select Income Fd Inc51.5K$530.8K0.1%Held
Alphabet Inc1.84K$526.9K0.1%Held
World Gold Tr5.46K$506.1K0.1%Held
Brown & Brown, Inc.BRO6.74K$439.2K0.1%Held
Invesco Exch Traded Fd Tr Ii8.71K$432.1K0.1%Held
Ishares Tr1.72K$426K0.1%Held
Vanguard Charlotte Fds8.67K$416.7K0.1%Held
Union Pac Corp1.7K$412.9K0.1%Held
Trade Desk, Inc.TTD16.6K$376.9K0.1%Held
Ishares Gold Tr4.2K$370.2K0.0%Held
Fidelity Covington Trust1.52K$316.8K0.0%Held
Chevron Corp NewCVX1.51K$313K0.0%Held
Ishares Tr7.29K$308.6K0.0%Held
J P Morgan Exchange Traded F5.32K$301.4K0.0%Held
Vanguard Specialized Funds1.34K$288.9K0.0%Held
Ishares Tr2.5K$282.7K0.0%Held
Ishares Tr5.58K$282.4K0.0%Held
Ishares Tr3.22K$279.1K0.0%Held
Fidelity Covington Trust4.71K$246.8K0.0%Held
Procter And Gamble CoPG1.67K$240.5K0.0%Held
Fidelity Covington Trust8.21K$220.9K0.0%Held
First Tr Exchange-Traded Fd4.28K$213.2K0.0%Held
First Tr Exchng Traded Fd Vi4.49K$211.4K0.0%Held
Select Sector Spdr Tr3.43K$210.1K0.0%Held
Ishares Silver Tr3.04K$207K0.0%Held
Fidelity Merrimack Str Tr4.46K$203.6K0.0%Held
Spdr Dow Jones Indl Average434$201K0.0%Held
Agnc Invt Corp11.5K$115.3K0.0%Held
Niocorp Devs Ltd11.9K$53K0.0%Held
Innovator Etfs Trust1.29K$49.3K0.0%Held
Innovator Etfs Trust1.25K$49.2K0.0%Held
Innovator Etfs Trust1.27K$49.2K0.0%Held
Schwab Strategic Tr35$1.08K0.0%Held
Vanguard Scottsdale Fds5$5640.0%Held
Schwab Us Tips Etf8$2010.0%Held
Ishares Tr4$1330.0%Held
Vanguard Whitehall Fds1$540.0%Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.