MondegarAI
Talon Private Wealth, LLC

Q1 2026 · 13F-HR

Talon Private Wealth, LLCholdings as filed

Filed 2026-05-18 · accession 0001990467-26-000001

$752.8M
Reported value
187
Positions
2026-03-31
Period end
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The Brief · Talon Private Wealth, LLC · Q1 2026

AI · grounded in 13F

Talon Private Wealth, LLC closed its position in BNY MELLON ETF TRUST, reducing its holdings by $57.4M. The fund also exited positions in ETF SER SOLUTIONS and JANUS DETROIT STR TR, valued at $43.8M and $38.5M respectively. Overall, the fund reduced 302 positions and added no new holdings.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
09661T602BKAGBNY MELLON ETF TRUST$50.7M6.73%1,200,865CommonNONE
26922A388DRSKETF SER SOLUTIONS$37.2M4.94%1,360,788CommonNONE
45782C821UOCTINNOVATOR ETFS TRUST$36.1M4.79%943,203CommonNONE
45782C565UNOVINNOVATOR ETFS TRUST$36.0M4.79%966,804CommonNONE
45782C532UDECINNOVATOR ETFS TRUST$36.0M4.78%926,565CommonNONE
45782C300UJANINNOVATOR ETFS TRUST$35.9M4.77%845,012CommonNONE
45782C425UFEBINNOVATOR ETFS TRUST$35.8M4.75%985,140CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$33.5M4.45%572,787CommonNONE
47103U845JAAAJANUS DETROIT STR TR$28.8M3.83%572,000CommonNONE
464288588MBBISHARES TR$24.4M3.25%257,501CommonNONE
46436E718SGOVISHARES TR$22.6M3.01%224,963CommonNONE
26922B642JUCYETF SER SOLUTIONS$17.9M2.38%808,593CommonNONE
45784N585ACIIINNOVATOR ETFS TRUST$15.7M2.09%626,952CommonNONE
46429B747STIPISHARES TR$11.4M1.52%110,494CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$8.9M1.18%139,080CommonNONE
74347Y797SCOPROSHARES TR II$8.5M1.13%1,023,723CommonNONE
931142103WMTWALMART INC$8.4M1.11%67,323CommonNONE
78464A854SPYMSPDR SERIES TRUST$8.2M1.09%106,957CommonNONE
595112103MUMICRON TECHNOLOGY INC$7.2M0.95%21,228CommonNONE
922908736VUGVANGUARD INDEX FDS$7.0M0.93%16,069CommonNONE
47103U746JSIJANUS DETROIT STR TR$6.8M0.90%131,256CommonNONE
46434V621DGROISHARES TR$6.6M0.88%94,257CommonNONE
67066G104NVDANVIDIA CORPORATION$6.3M0.83%35,861CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$6.2M0.83%134,804CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$6.2M0.83%115,032CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$6.2M0.83%144,195CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$5.8M0.77%39,774CommonNONE
038222105AMATAPPLIED MATLS INC$5.6M0.75%16,417CommonNONE
037833100AAPLAPPLE INC$5.6M0.74%22,018CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$5.4M0.72%48,725CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$5.2M0.69%130,889CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$5.1M0.68%110,664CommonNONE
922908538VOTVANGUARD INDEX FDS$4.9M0.65%18,889CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$4.6M0.61%113,303CommonNONE
11135F101AVGOBROADCOM INC$4.4M0.59%14,341CommonNONE
922908611VBRVANGUARD INDEX FDS$4.4M0.58%20,088CommonNONE
922908744VTVVANGUARD INDEX FDS$4.2M0.56%21,591CommonNONE
46090A689QQAINVESCO ACTIVELY MANAGED EXC$4.2M0.55%83,649CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$3.8M0.50%34,778CommonNONE
45784N593ACEIINNOVATOR ETFS TRUST$3.8M0.50%162,168CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3.7M0.50%6,193CommonNONE
172967424CCITIGROUP INC$3.4M0.45%29,944CommonNONE
922908595VBKVANGUARD INDEX FDS$3.4M0.45%11,109CommonNONE
29084Q100EMEEMCOR GROUP INC$3.3M0.44%4,484CommonNONE
023135106AMZNAMAZON COM INC$3.3M0.43%15,720CommonNONE
88033G407THCTENET HEALTHCARE CORP$3.2M0.43%17,053CommonNONE
78468R622JNKSPDR SERIES TRUST$3.2M0.42%33,040CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.1M0.41%8,879CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$3.0M0.40%5,123CommonNONE
30231G102XOMEXXON MOBIL CORP$3.0M0.40%17,754CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$3.0M0.40%3,537CommonNONE
05722G100BKRBAKER HUGHES COMPANY$3.0M0.40%48,992CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$2.8M0.38%4,143CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$2.8M0.37%33,895CommonNONE
02079K305GOOGLALPHABET INC$2.8M0.37%9,618CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.8M0.37%9,365CommonNONE
35137L105FOXAFOX CORP$2.7M0.35%45,619CommonNONE
594918104MSFTMICROSOFT CORP$2.7M0.35%7,171CommonNONE
617446448MSMORGAN STANLEY$2.6M0.35%16,081CommonNONE
369550108GDGENERAL DYNAMICS CORP$2.6M0.34%7,535CommonNONE
71424F105PRPERMIAN RESOURCES CORP$2.6M0.34%120,697CommonNONE
949746101WMT2WELLS FARGO & CO$2.5M0.33%31,477CommonNONE
060505104BACBANK AMERICA CORP$2.5M0.33%51,254CommonNONE
464287200IVVISHARES TR$2.5M0.33%3,810CommonNONE
16411R208LNGCHENIERE ENERGY INC$2.4M0.32%8,605CommonNONE
922908512VOEVANGUARD INDEX FDS$2.4M0.32%13,183CommonNONE
78464A359CWBSPDR SERIES TRUST$2.2M0.29%23,912CommonNONE
92826C839VVISA INC$2.2M0.29%7,214CommonNONE
922908553VNQVANGUARD INDEX FDS$2.1M0.27%23,315CommonNONE
26922A222ACIOETF SER SOLUTIONS$2.0M0.27%47,968CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$2.0M0.26%10,082CommonNONE
695156109PKGPACKAGING CORP AMER$2.0M0.26%9,309CommonNONE
45782C367IAPRINNOVATOR ETFS TRUST$1.9M0.26%61,146CommonNONE
45782C722IJULINNOVATOR ETFS TRUST$1.9M0.25%56,123CommonNONE
45782C524IJANINNOVATOR ETFS TRUST$1.9M0.25%51,909CommonNONE
45782C631IOCTINNOVATOR ETFS TRUST$1.9M0.25%53,724CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.9M0.25%9,719CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$1.8M0.24%11,751CommonNONE
872590104TMUST-MOBILE US INC$1.8M0.24%8,646CommonNONE
682680103OKEONEOK INC NEW$1.8M0.24%19,681CommonNONE
911363109URIUNITED RENTALS INC$1.8M0.24%2,433CommonNONE
464288687PFFISHARES TR$1.8M0.23%58,336CommonNONE
45782C714EJULINNOVATOR ETFS TRUST$1.7M0.23%57,767CommonNONE
45782C516EJANINNOVATOR ETFS TRUST$1.7M0.23%50,593CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.6M0.22%22,249CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$1.6M0.22%32,735CommonNONE
747525103QCOMQUALCOMM INC$1.6M0.22%12,679CommonNONE
149123101CATCATERPILLAR INC$1.6M0.22%2,294CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$1.5M0.20%25,427CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.4M0.19%8,955CommonNONE
921937819BIVVANGUARD BD INDEX FDS$1.4M0.19%18,395CommonNONE
922908363VOOVANGUARD INDEX FDS$1.4M0.19%2,355CommonNONE
478160104JNJJOHNSON & JOHNSON$1.4M0.18%5,586CommonNONE
918284100VSECVSE CORP$1.3M0.17%6,917CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$1.2M0.16%28,730CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$1.2M0.16%27,560CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$1.2M0.16%29,123CommonNONE
88160R101TSLATESLA INC$1.2M0.15%3,116CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.1M0.15%13,749CommonNONE
031162100AMGNAMGEN INC$1.1M0.14%3,086CommonNONE
26922A446OSCVETF SER SOLUTIONS$1.1M0.14%26,958CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.1M0.14%12,424CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.14%2,165CommonNONE
29273V100ETENERGY TRANSFER L P$1.0M0.13%52,455CommonNONE
254687106DISDISNEY WALT CO$1.0M0.13%10,472CommonNONE
580135101MCDMCDONALDS CORP$998,9460.13%3,214CommonNONE
30303M102METAMETA PLATFORMS INC$968,4410.13%1,693CommonNONE
517834107LVSLAS VEGAS SANDS CORP$962,7800.13%17,869CommonNONE
025816109AXPAMERICAN EXPRESS CO$922,8880.12%3,051CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$910,6120.12%16,451CommonNONE
47103U753JBBBJANUS DETROIT STR TR$893,0260.12%19,162CommonNONE
464287507IJHISHARES TR$874,4680.12%12,949CommonNONE
46432F842IEFAISHARES TR$853,0110.11%9,422CommonNONE
464287804IJRISHARES TR$849,3430.11%6,832CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$846,0790.11%849CommonNONE
81762P102NOWSERVICENOW INC$828,7680.11%7,927CommonNONE
46090E103QQQINVESCO QQQ TR$812,6240.11%1,408CommonNONE
79466L302CRMSALESFORCE INC$795,2240.11%4,260CommonNONE
26922B709IDUBETF SER SOLUTIONS$773,6820.10%31,361CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$773,0320.10%10,747CommonNONE
922908769VTIVANGUARD INDEX FDS$761,6620.10%2,374CommonNONE
89400J107TRUTRANSUNION$737,5780.10%10,660CommonNONE
654106103NKENIKE INC$701,4290.09%13,280CommonNONE
78463V107GLDSPDR GOLD TR$682,2700.09%1,586CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$663,0510.09%1,020CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$641,4320.09%7,979CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$639,6160.08%585CommonNONE
Y2573F102FLEXFLEXTRONICS INTL LTD$639,4130.08%9,768CommonNONE
30161Q104EXELEXELIXIS INC$638,8890.08%14,896CommonNONE
46434V878ICSHISHARES TR$633,9170.08%12,523CommonNONE
16679L109CHWYCHEWY INC$631,9350.08%23,405CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$630,9030.08%4,789CommonNONE
68389X105ORCLORACLE CORP$625,8220.08%4,254CommonNONE
243537107DECKDECKERS OUTDOOR CORP$623,1600.08%6,226CommonNONE
23331A109DHID R HORTON INC$616,8040.08%4,495CommonNONE
002824100ABTABBOTT LABORATORIES$615,8310.08%5,998CommonNONE
464287226AGGISHARES TR$607,2920.08%6,118CommonNONE
745867101PHMPULTE GROUP INC$606,4030.08%5,156CommonNONE
15135B101CNCCENTENE CORP DEL$599,3380.08%18,306CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$597,0510.08%12,717CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC$594,1020.08%2,752CommonNONE
589889104MMSIMERIT MED SYS INC$592,5910.08%8,597CommonNONE
364760108GAPGAP INC$590,2620.08%24,391CommonNONE
68404L201OPCHOPTION CARE HEALTH INC$590,2210.08%21,925CommonNONE
46434G103IEMGISHARES INC$572,7960.08%8,212CommonNONE
536797103LADLITHIA MTRS INC$571,8590.08%2,290CommonNONE
45784P101PODDINSULET CORP$560,0630.07%2,669CommonNONE
969904101WSMWILLIAMS SONOMA INC$556,8360.07%3,054CommonNONE
466313103JBLJABIL INC$554,9010.07%2,089CommonNONE
03831W108APPAPPLOVIN CORP$548,0460.07%1,377CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$530,7860.07%51,533CommonNONE
02079K107GOOGALPHABET INC$526,9100.07%1,837CommonNONE
98149E303GLDMWORLD GOLD TR$506,0870.07%5,460CommonNONE
115236101BROBROWN & BROWN INC$439,1890.06%6,735CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$432,0850.06%8,710CommonNONE
464287655IWMISHARES TR$426,0480.06%1,718CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$416,6750.06%8,672CommonNONE
907818108UNPUNION PAC CORP$412,9390.05%1,702CommonNONE
88339J105TTDTHE TRADE DESK INC$376,9490.05%16,613CommonNONE
464285204IAUISHARES GOLD TR$370,1910.05%4,199CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$316,8160.04%1,523CommonNONE
166764100CVXCHEVRON CORPORATION$313,0400.04%1,513CommonNONE
46434V407SHYGISHARES TR$308,6130.04%7,294CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$301,3680.04%5,317CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$288,8930.04%1,343CommonNONE
464287309IVWISHARES TR$282,6620.04%2,499CommonNONE
46434V860TFLOISHARES TR$282,3880.04%5,577CommonNONE
46432F834IXUSISHARES TR$279,1050.04%3,221CommonNONE
316092303FSTAFIDELITY COVINGTON TRUST$246,7500.03%4,715CommonNONE
742718109PGPROCTER & GAMBLE CO$240,5110.03%1,665CommonNONE
316092857FRELFIDELITY COVINGTON TRUST$220,8770.03%8,208CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$213,1870.03%4,280CommonNONE
33740F714DJUNFIRST TR EXCHNG TRADED FD VI$211,3920.03%4,494CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$210,1360.03%3,430CommonNONE
46428Q109SLVISHARES SILVER TR$207,0090.03%3,038CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$203,6140.03%4,463CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$201,0240.03%434CommonNONE
00123Q104AGNCAGNC INVT CORP$115,3450.02%11,500CommonNONE
654484609NBNIOCORP DEVS LTD$52,9630.01%11,875CommonNONE
45782C839UJULINNOVATOR ETFS TRUST$49,3150.01%1,288CommonNONE
45782C672UAUGINNOVATOR ETFS TRUST$49,2100.01%1,251CommonNONE
45782C649USEPINNOVATOR ETFS TRUST$49,1530.01%1,271CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$1,0830.00%35CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$5640.00%5CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$2010.00%8CommonNONE
46435U853USHYISHARES TR$1330.00%4CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$540.00%1CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.