SEC Form 13F · Q1 2026

Talon Private Wealth, LLC

Institutional Holdings Report

13F-HRFL
$752.8M
Portfolio Value
315
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Talon Private Wealth, LLC
CIK
1990467
Accession No.
0001990467-26-000001
Location
THE VILLAGES, FL
Form Type
13F-HR
Portfolio Value
$752.8M
Holdings Reported
315
Reporting Period
Q1 2026
Filed
May 18, 2026

About this Filing

Talon Private Wealth, LLC is an institutional investment manager based in THE VILLAGES, FL reporting approximately $752.8M in 13(f) securities across 315 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.