TL Private Wealth
TL Private Wealth is a registered investment adviser headquartered in Southlake, Texas. With approximately 5 employees, the firm primarily serves individuals and high net worth individuals, providing tailored investment and wealth management services. TL Private Wealth manages portfolios for clients with a focus on discretionary account management, and as of March 2025, supervises over $328 million in client assets.
Investment Strategy
TL Private Wealth focuses on discretionary investment management for individuals and high net worth clients, utilizing a diversified portfolio approach that includes U.S. equities across multiple sectors such as technology, healthcare, and consumer goods. The strategy is centered around personalized portfolio construction, risk management, and long-term capital appreciation aligned with client goals. The firm does not manage for institutions but services a wide retail client base.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 21.20% | $52.9M | 110,212 | $209.63 | $479.61 | -$1.4M |
V VTV | VANGUARD INDEX FDS | 17.24% | $43.0M | 232,913 | $122.92 | $186.49 | +$1.7M |
V VO | VANGUARD INDEX FDS | 14.53% | $36.2M | 125,054 | $186.32 | $293.74 | +$11.8K |
F FTSL | FIRST TR EXCHANGE-TRADED FD | 9.47% | $23.6M | 516,243 | $46.51 | $45.84 | +$2.6M |
V VEU | VANGUARD INTL EQUITY INDEX F | 7.60% | $18.9M | 265,913 | $53.84 | $71.37 | +$527.9K |