Talon Private Wealth, LLC
Talon Private Wealth, LLC is a registered investment adviser based in The Villages, Florida. Founded in 2019, the firm specializes in wealth management and currently employs 22 professionals. Talon Private Wealth serves primarily individual clients, including both non-high-net-worth and high-net-worth individuals, and provides customized investment management and financial planning solutions. The firm is also the official wealth management team of the Florida Gators, indicating a regional sports partnership focus. Talon emphasizes tailored client service and fiduciary responsibility in its financial advisory practice.
Investment Strategy
Talon Private Wealth, LLC manages diversified portfolios with a focus on long-term capital appreciation and risk management for individual investors. The firm utilizes a blend of active and passive strategies, including a diversified selection of ETFs and mutual funds, with exposure to both equity and fixed income markets. Discretionary management comprises the bulk of client assets, and the investment approach is geared toward each client's goals, risk tolerance, and time horizon, with ongoing rebalancing and a strong focus on minimizing undue risk and maximizing after-tax returns.
Top Holdings
Equity Positions (297)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BKAG | BNY MELLON ETF TRUST | 7.91% | $57.4M | 1,361,259 | $43.15 | $42.18 | -$11.2M |
D DRSK | ETF SER SOLUTIONS | 6.04% | $43.8M | 1,525,008 | $28.30 | $28.74 | -$5.2M |
J JAAA | JANUS DETROIT STR TR | 5.30% | $38.5M | 758,888 | $50.71 | $50.75 | -$5.7M |
V VGSH | VANGUARD SCOTTSDALE FDS | 5.15% | $37.4M | 636,098 | $59.02 | $58.78 | -$6.2M |
U UDEC | INNOVATOR ETFS TRUST | 4.81% | $34.9M | 958,228 | $34.54 | $36.44 | +$2.3M |