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Brad Little

Tl Private Wealth

Assets Managed
$272.692M
Holdings
54
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
7.62%(2Q avg: 2.58%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Tl Private Wealth's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of Tl Private Wealth over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 272.692M in assets, with a quarterly growth rate of 7.62% and a 2-quarter average growth rate of 2.58%. The portfolio is managed by Brad Little, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 484.05%
19.54%
$53.275M
620,337 shares@ $85.88 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -1.1%
18.2%
$49.621M
225,992 shares@ $219.57 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 301.25%
14.44%
$39.355M
488,218 shares@ $80.61 avg price
FTSL
First Trust Senior Loan Etf
Recent Activity
Increased 7.72%
9.53%
$25.974M
579,910 shares@ $44.79 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -5.46%
7.68%
$20.926M
252,301 shares@ $82.95 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 6.63%
6.6%
$17.993M
228,711 shares@ $78.68 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Increased 4.16%
6.39%
$17.412M
351,110 shares@ $49.59 avg price
HYDB
Ishares High Yield Systemati
Recent Activity
Increased 6.28%
4.12%
$11.224M
241,161 shares@ $46.55 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.24%
2.82%
$7.674M
10,263 shares@ $747.7 avg price
SDY
Spdr S&p Dividend Etf
Recent Activity
Decreased -3.16%
2.23%
$6.063M
38,961 shares@ $155.62 avg price

1-10 of 54