Mitchell Goldhar
Tlt Family Holdco Ulc
Assets Managed
$724.099M
Holdings
8
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-20.5%(2Q avg: -18.67%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Tlt Family Holdco Ulc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 8 positions.
Assets under management
The assets under management (AUM) of Tlt Family Holdco Ulc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 724.099M in assets, with a quarterly growth rate of -20.5% and a 2-quarter average growth rate of -18.67%. The portfolio is managed by Mitchell Goldhar, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
TRI Thomson Reuters Corp
| 53.47% | $387.175M 4.303M shares@ $89.99 avg price | |
VOO Vanguard S&p 500 Etf
| 23.58% | $170.69M 285,650 shares@ $597.56 avg price | |
VT Vanguard Tot World Stk Etf
| 8.62% | $62.382M 451,000 shares@ $138.32 avg price | |
VEA Vanguard Ftse Developed Etf
| 6.63% | $47.945M 748,200 shares@ $64.08 avg price | |
VWO Vanguard Ftse Emerging Marke
| 3.24% | $23.412M 433,150 shares@ $54.06 avg price | |
BND Vanguard Total Bond Market
| 2.59% | $18.727M 254,300 shares@ $73.64 avg price | Increased 25.21% |
IBIT Ishares Bitcoin Trust Etf
| 0.96% | $6.916M 180,000 shares@ $38.42 avg price | |
IVLU Ishares Msci International V
| 0.95% | $6.853M 172,700 shares@ $39.68 avg price |
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