First seen by DFX
Sep 12, 2026
date not stated
Talon Private Wealth, LLC: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (13F filer that reads as an institution by name (a manager's division, a custodian, a bank, an accounting firm))
First seen by DFX
Sep 12, 2026
date not stated
Talon Private Wealth, LLC files Form 13F (non_adviser_filer, $752,843,443 in 315 positions)
Talon Private Wealth, LLC reported $752,843,443 across 315 13(f) positions for the quarter ended 2026-03-31
Talon Private Wealth, LLC reduced Diamondback Energy Inc 14,861 -> 10,082 shares ($2,041,910 -> $1,994,234)
Talon Private Wealth, LLC opened a $4,172,201 position in Invesco Actively Managed Exc (83,649 shares)
Talon Private Wealth, LLC reduced ETF Ser Solutions 166,898 -> 47,968 shares ($6,909,568 -> $2,012,750)
Talon Private Wealth, LLC opened a $6,216,246 position in Innovator Etfs Trust (144,195 shares)
Talon Private Wealth, LLC opened a $15,723,956 position in Innovator Etfs Trust (626,952 shares)
Talon Private Wealth, LLC reduced Vanguard Bd Index Fds 29,694 -> 22,249 shares ($2,186,393 -> $1,638,421)
Talon Private Wealth, LLC opened a $5,086,948 position in Innovator Etfs Trust (110,664 shares)
Talon Private Wealth, LLC reduced Vanguard Tax-Managed Fds 207,307 -> 139,080 shares ($11,818,564 -> $8,912,232)
Talon Private Wealth, LLC reduced Invesco Exchange Traded Fd T 32,369 -> 9,719 shares ($5,882,796 -> $1,865,220)
Talon Private Wealth, LLC reduced Invesco Qqq Tr 8,372 -> 1,408 shares ($4,618,207 -> $812,624)
Talon Private Wealth, LLC reduced Janus Detroit Str Tr 171,331 -> 19,162 shares ($8,259,883 -> $893,026)
Talon Private Wealth, LLC reduced Spdr Series Trust 361,186 -> 106,957 shares ($26,254,632 -> $8,186,440)
Talon Private Wealth, LLC increased Ishares Tr 13,111 -> 94,257 shares ($838,342 -> $6,614,982)
Talon Private Wealth, LLC reduced Oneok Inc New 28,289 -> 19,681 shares ($2,309,279 -> $1,778,974)
Talon Private Wealth, LLC opened a $8,517,378 position in Proshares Tr II (1,023,723 shares)
Talon Private Wealth, LLC increased Select Sector Spdr Tr 20,329 -> 39,774 shares ($2,740,151 -> $5,831,231)
Talon Private Wealth, LLC reduced Vanguard Index Fds 4,456 -> 2,355 shares ($2,531,224 -> $1,407,431)
Talon Private Wealth, LLC increased Vanguard Index Fds 14,309 -> 21,591 shares ($2,529,018 -> $4,236,248)
Talon Private Wealth, LLC increased Vanguard Scottsdale Fds 24,915 -> 33,895 shares ($2,065,926 -> $2,804,828)
Talon Private Wealth, LLC increased Innovator Etfs Trust 12,956 -> 966,804 shares ($467,619 -> $36,032,513)
Talon Private Wealth, LLC reduced World Gold Tr 50,382 -> 5,460 shares ($3,301,028 -> $506,087)
Talon Private Wealth, LLC exited Innovator Etfs Trust (was $34,163,532, 908,363 shares)
Talon Private Wealth, LLC exited Innovator Etfs Trust (was $34,098,283, 1,089,402 shares)
Talon Private Wealth, LLC exited Listed Fds Tr (was $3,694,246, 66,599 shares)
Talon Private Wealth, LLC increased Innovator Etfs Trust 51,635 -> 130,889 shares ($1,925,469 -> $5,209,382)
Talon Private Wealth, LLC increased Innovator Etfs Trust 44,547 -> 134,804 shares ($1,962,295 -> $6,218,508)
Talon Private Wealth, LLC increased Innovator Etfs Trust 12,702 -> 943,203 shares ($467,192 -> $36,068,071)
Talon Private Wealth, LLC opened a $6,766,198 position in Janus Detroit Str Tr (131,256 shares)
Talon Private Wealth, LLC opened a $3,752,572 position in Innovator Etfs Trust (162,168 shares)
Talon Private Wealth, LLC increased Microsoft Corp 5,542 -> 7,171 shares ($2,756,638 -> $2,654,635)
Talon Private Wealth, LLC increased Select Sector Spdr Tr 54,506 -> 113,303 shares ($2,257,620 -> $4,626,145)
Talon Private Wealth, LLC increased Spdr Series Trust 15,542 -> 23,912 shares ($1,284,715 -> $2,188,449)
Talon Private Wealth, LLC increased Spdr Series Trust 24,252 -> 33,040 shares ($2,359,025 -> $3,162,595)
Talon Private Wealth, LLC increased Select Sector Spdr Tr 23,648 -> 48,725 shares ($2,566,455 -> $5,401,667)
Talon Private Wealth, LLC increased Select Sector Spdr Tr 11,033 -> 34,778 shares ($2,397,818 -> $3,790,106)
Talon Private Wealth, LLC reduced Cheniere Energy Inc 11,612 -> 8,605 shares ($2,827,896 -> $2,441,718)
Talon Private Wealth, LLC increased Alphabet Inc 7,386 -> 9,618 shares ($1,301,598 -> $2,765,642)