TL Private Wealth
Annual return '25
+14.5%
SPY '25
+17.7%
Alpha
-3.2ptsvs SPY
Invested
$506.8M
Holdings
44
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUG
VANGUARD INDEX FDS
Q1 2026: New position (553 shares)
19.4%
02
$VTV
VANGUARD INDEX FDS
Q1 2026: New position (2.8k shares)
18.2%
03
$VO
VANGUARD INDEX FDS
Held since at least Q1 2024
14.3%
04
$FTSL
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
9.6%
05
$VEU
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
8.4%
06
$VCSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
6.7%
07
$LMBS
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
6.7%
08
$HYDB
ISHARES TR
Held since at least Q1 2024
4.2%
09
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (6.3k shares)
2.8%
10
$SDY
SPDR SERIES TRUST
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:10 UTC.