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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Talon Private Wealth, LLC

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001990467-25-000006

Total Value
$726.0M
Positions
302
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (302)

#IssuerTicker / CUSIPSharesValue% of Filing
1BNY MELLON ETF TRUST09661T6021,361,259$57.4M7.91%
2ETF SER SOLUTIONS26922A3881,525,008$43.8M6.04%
3JANUS DETROIT STR TR47103U845758,888$38.5M5.30%
4VANGUARD SCOTTSDALE FDS92206C102636,098$37.4M5.15%
5INNOVATOR ETFS TRUSTINHD958,228$34.9M4.81%
6INNOVATOR ETFS TRUSTINHD1,012,788$34.7M4.79%
7INNOVATOR ETFS TRUSTINHD858,281$34.7M4.78%
8INNOVATOR ETFS TRUSTINHD908,363$34.2M4.71%
9INNOVATOR ETFS TRUSTINHD1,089,402$34.1M4.70%
10ISHARES TR464288588290,122$27.2M3.75%
11SPDR SERIES TRUST78464A854361,186$26.3M3.62%
12ISHARES TR46436E718258,059$26.0M3.58%
13ETF SER SOLUTIONS26922B642867,184$19.3M2.66%
14ISHARES TR46429B747128,426$13.2M1.82%
15VANGUARD TAX-MANAGED FDS921943858207,307$11.8M1.63%
16JANUS DETROIT STR TR47103U753171,331$8.3M1.14%
17NVIDIA CORPORATIONNVDA44,438$7.0M0.97%
18ETF SER SOLUTIONS26922A222166,898$6.9M0.95%
19WALMART INCWMT64,366$6.3M0.87%
20VANGUARD INTL EQUITY INDEX F922042858119,782$5.9M0.82%
21INVESCO EXCHANGE TRADED FD TIVZ32,369$5.9M0.81%
22APPLE INCAAPL25,405$5.2M0.72%
23INVESCO QQQ TRIVZ8,372$4.6M0.64%
24ETF SER SOLUTIONS26922A446125,172$4.5M0.62%
25VANGUARD INDEX FDS9229087369,468$4.2M0.57%
26BROADCOM INCAVGO14,626$4.0M0.56%
27LISTED FDS TR53656G49866,599$3.7M0.51%
28AMAZON COM INCAMZN16,538$3.6M0.50%
29WORLD GOLD TRGLDW50,382$3.3M0.45%
30FOX CORPFOX58,891$3.3M0.45%
31APPLIED MATLS INC03822210517,989$3.3M0.45%
32JPMORGAN CHASE & CO.VYLD10,647$3.1M0.43%
33LOCKHEED MARTIN CORPLMT6,463$3.0M0.41%
34CITIGROUP INCC-PR34,715$3.0M0.41%
35ETF SER SOLUTIONS26922B709130,927$2.9M0.40%
36CHENIERE ENERGY INCLNG11,612$2.8M0.39%
37MICROSOFT CORPMSFT5,542$2.8M0.38%
38VISA INCV7,760$2.8M0.38%
39SELECT SECTOR SPDR TR81369Y20920,329$2.7M0.38%
40MICRON TECHNOLOGY INCMU21,808$2.7M0.37%
41TENET HEALTHCARE CORPTHC15,113$2.7M0.37%
42WELLS FARGO CO NEW94974610133,031$2.6M0.36%
43EMCOR GROUP INCEME4,911$2.6M0.36%
44BANK AMERICA CORP06050510454,860$2.6M0.36%
45MORGAN STANLEYMS-PQ18,249$2.6M0.35%
46SELECT SECTOR SPDR TR81369Y85223,648$2.6M0.35%
47L3HARRIS TECHNOLOGIES INCLHX10,141$2.5M0.35%
48VANGUARD INDEX FDS9229085388,918$2.5M0.35%
49VANGUARD INDEX FDS9229083634,456$2.5M0.35%
50GOLDMAN SACHS GROUP INCGSCE3,573$2.5M0.35%
51VANGUARD INDEX FDS92290874414,309$2.5M0.35%
52GENERAL DYNAMICS CORPGD8,637$2.5M0.35%
53EXXON MOBIL CORPXOM22,773$2.5M0.34%
54T-MOBILE US INCTMUSZ10,284$2.5M0.34%
55SELECT SECTOR SPDR TR81369Y40711,033$2.4M0.33%
56SPDR SERIES TRUST78468R62224,252$2.4M0.32%
57QUALCOMM INCQCOM14,775$2.4M0.32%
58ONEOK INC NEWOKE28,289$2.3M0.32%
59ISHARES TR4642872003,715$2.3M0.32%
60SELECT SECTOR SPDR TR81369Y86054,506$2.3M0.31%
61BAKER HUGHES COMPANYBKR57,933$2.2M0.31%
62NORTHROP GRUMMAN CORPNOC4,427$2.2M0.30%
63PERMIAN RESOURCES CORPPR160,762$2.2M0.30%
64VANGUARD BD INDEX FDS92193783529,694$2.2M0.30%
65PACKAGING CORP AMER69515610911,302$2.1M0.29%
66LEIDOS HOLDINGS INCLDOS13,348$2.1M0.29%
67VANGUARD SCOTTSDALE FDS92206C87024,915$2.1M0.28%
68DIAMONDBACK ENERGY INCFANG14,861$2.0M0.28%
69VANGUARD INDEX FDS92290861110,467$2.0M0.28%
70UNITED RENTALS INCURI2,671$2.0M0.28%
71INNOVATOR ETFS TRUSTINHD44,547$2.0M0.27%
72INNOVATOR ETFS TRUSTINHD48,435$1.9M0.27%
73INNOVATOR ETFS TRUSTINHD50,874$1.9M0.27%
74INNOVATOR ETFS TRUSTINHD45,654$1.9M0.27%
75INNOVATOR ETFS TRUSTINHD51,635$1.9M0.27%
76ISHARES TR46434V87834,758$1.8M0.24%
77VANGUARD INDEX FDS92290855319,713$1.8M0.24%
78UNITED THERAPEUTICS CORP DELUTHR6,034$1.7M0.24%
79BERKSHIRE HATHAWAY INC DELBRK-A3,493$1.7M0.23%
80SERVICENOW INCNOW1,449$1.5M0.21%
81ISHARES TR46428868748,282$1.5M0.20%
82DISNEY WALT CO25468710611,153$1.4M0.19%
83VANGUARD SCOTTSDALE FDS92206C70622,346$1.3M0.18%
84ALPHABET INCGOOG7,386$1.3M0.18%
85SPDR SERIES TRUST78464A35915,542$1.3M0.18%
86PALO ALTO NETWORKS INCPANW6,260$1.3M0.18%
87META PLATFORMS INCMETA1,597$1.2M0.16%
88SPDR S&P 500 ETF TRSPY1,904$1.2M0.16%
89VANGUARD INDEX FDS9229085954,153$1.2M0.16%
90VSE CORPVSECU8,507$1.1M0.15%
91COLGATE PALMOLIVE COCL12,243$1.1M0.15%
92VANGUARD INDEX FDS9229085126,759$1.1M0.15%
93ORACLE CORPORCL-PD4,901$1.1M0.15%
94UBER TECHNOLOGIES INCUBER11,403$1.1M0.15%
95JOHNSON & JOHNSONJNJ6,911$1.1M0.15%
96TESLA INCTSLA3,227$1.0M0.14%
97AMERICAN EXPRESS COAXP3,153$1.0M0.14%
98VANGUARD SCOTTSDALE FDS92206C84717,735$995,2770.14%
99CATERPILLAR INCCAT2,529$981,7620.14%
100SALESFORCE INCCRM3,481$949,2350.13%
101RTX CORPORATIONRTX6,295$919,2010.13%
102SELECT SECTOR SPDR TR81369Y30811,143$902,2530.12%
103ENERGY TRANSFER L PET-PI49,610$899,4300.12%
104NIKE INCNKE12,599$895,0330.12%
105MCDONALDS CORPMCD2,962$865,4130.12%
106ISHARES TR46428750713,867$860,0500.12%
107LAS VEGAS SANDS CORPLVS19,354$842,0980.12%
108ISHARES TR46434V62113,111$838,3420.12%
109ISHARES TR46432F84210,041$838,2140.12%
110VANGUARD INDEX FDS9229087692,664$809,6330.11%
111ISHARES TR46434V40718,207$785,4620.11%
112VANGUARD BD INDEX FDS9219378199,864$762,8770.11%
113ISHARES TR4642878046,883$752,2930.10%
114AMGEN INCAMGN2,678$747,7310.10%
115BROWN & BROWN INCBRO6,735$746,7090.10%
116VANGUARD CHARLOTTE FDS92203J40713,060$646,6000.09%
117COSTCO WHSL CORP NEW22160K105628$622,1180.09%
118VANGUARD SCOTTSDALE FDS92206C77112,140$562,5810.08%
119FISERV INCFISV3,208$553,0920.08%
120INNOVATOR ETFS TRUSTINHD12,956$467,6190.06%
121INNOVATOR ETFS TRUSTINHD12,702$467,1920.06%
122ISHARES TR4642876552,015$434,7290.06%
123PROCTER AND GAMBLE CO7427181092,705$430,9980.06%
124ISHARES INC46434G1036,883$413,1860.06%
125DNP SELECT INCOME FD INC23325P10439,711$388,7700.05%
126ALPHABET INCGOOG2,186$387,8300.05%
127ISHARES GOLD TRIAU6,151$383,5810.05%
128CISCO SYS INCCSCO5,527$383,4840.05%
129UNION PAC CORPUNP1,634$375,9510.05%
130FIDELITY COVINGTON TRUST3160928081,830$360,8700.05%
131MARSH & MCLENNAN COS INC5717481021,644$359,4440.05%
132SPDR GOLD TRGLD1,101$335,4970.05%
133GILEAD SCIENCES INCGILD3,004$333,0600.05%
134MERCK & CO INCMRK4,105$324,9610.04%
135US BANCORP DELUSB-PS7,152$323,6440.04%
136PRICE T ROWE GROUP INCTROW3,322$320,6150.04%
137VERIZON COMMUNICATIONS INCVZ7,360$318,4660.04%
138HERSHEY COHSY1,912$317,3250.04%
139EOG RES INCEOG2,618$313,1580.04%
140PEPSICO INCPEP2,356$311,1190.04%
141ISHARES TR4642872263,111$308,6410.04%
142CF INDS HLDGS INC1252691003,323$305,7400.04%
143ALTRIA GROUP INCMO5,206$305,2560.04%
144QUEST DIAGNOSTICS INCDGX1,698$305,0260.04%
145CONOCOPHILLIPSCOP3,389$304,1530.04%
146CME GROUP INCCME1,095$301,8590.04%
147KIMBERLY-CLARK CORPKMB2,341$301,8220.04%
148CBOE GLOBAL MKTS INC12503M1081,286$299,9210.04%
149VICI PPTYS INC9256521099,158$298,5550.04%
150CHEVRON CORP NEWCVX2,039$291,9640.04%
151GENERAL MLS INC3703341045,463$283,0600.04%
152ISHARES TR4642873092,499$275,1400.04%
153J P MORGAN EXCHANGE TRADED F46641Q3324,827$274,4150.04%
154VANGUARD SCOTTSDALE FDS92206C4093,382$268,8940.04%
155GLOBAL X FDS37960A4382,672$268,3220.04%
156CONAGRA BRANDS INCCAG12,871$263,4620.04%
157SNAP ON INCSNA843$262,3440.04%
158ISHARES TR464287614600$254,7480.04%
159FIDELITY COVINGTON TRUST3160923034,715$241,1860.03%
160SELECT SECTOR SPDR TR81369Y5062,711$229,9430.03%
161ISHARES TR46429B6554,407$224,8200.03%
162ISHARES TR46432F8342,875$222,3000.03%
163FIDELITY COVINGTON TRUST3160928578,208$221,9440.03%
164SPDR SERIES TRUST78464A4092,221$211,7060.03%
165NUSCALE PWR CORPNU5,165$204,3270.03%
166ISHARES TR4642875981,046$203,1650.03%
167INNOVATOR ETFS TRUSTINHD5,185$190,7480.03%
168INNOVATOR ETFS TRUSTINHD5,049$188,9490.03%
169INNOVATOR ETFS TRUSTINHD5,101$187,9800.03%
170ISHARES TR4642874652,043$182,5990.03%
171SPDR SERIES TRUST78468R8533,725$158,6850.02%
172AGNC INVT CORP00123Q10416,500$151,6350.02%
173GOLDMAN SACHS ETF TRNVGLF1,090$132,3040.02%
174SPDR SERIES TRUST78464A3835,672$125,3510.02%
175ISHARES TR46434V3811,910$124,6280.02%
176UNILEVER PLCUNLYF1,944$118,9140.02%
177SUNOCO LP/SUNOCO FIN CORPSUN2,050$109,8600.02%
178LOWES COS INC548661107456$101,1730.01%
179ISHARES TR464287242912$99,9640.01%
180ISHARES TR464287101317$96,3840.01%
181INTERACTIVE BROKERS GROUP IN45841N1071,688$93,5320.01%
182RESMED INCRSMDF336$86,6880.01%
183JABIL INCJBL382$83,4220.01%
184UNITEDHEALTH GROUP INCUNH265$82,7040.01%
185INSMED INCINSM800$80,5120.01%
186NETFLIX INCNFLX56$74,9910.01%
187SPDR SERIES TRUST78464A3752,164$72,6670.01%
188MAIN STR CAP CORP56035L1041,200$70,9200.01%
189VANGUARD INDEX FDS922908652366$70,5320.01%
190GAMESTOP CORP NEWGME-WT2,800$68,2920.01%
191ISHARES TR464287481476$66,0120.01%
192ZOETIS INCZTS392$61,1320.01%
193SYSCO CORPSYY800$60,5920.01%
194ZOOM COMMUNICATIONS INCZM772$60,2010.01%
195CHARTER COMMUNICATIONS INC N16119P108144$58,8690.01%
196THERMO FISHER SCIENTIFIC INCTMO142$57,5750.01%
197SPDR SERIES TRUST78468R6481,056$57,4250.01%
198VANGUARD INDEX FDS922908629202$56,5260.01%
199WILLIAMS SONOMA INCWSM344$56,2390.01%
200LITHIA MTRS INC536797103164$55,5600.01%
201BITWISE BITCOIN ETF TRBITB938$54,9570.01%
202VANGUARD WORLD FD92204A504218$54,1380.01%
203ADOBE INCADBE120$46,4260.01%
204MERIT MED SYS INC589889104494$46,1790.01%
205SELECT SECTOR SPDR TR81369Y803180$45,5810.01%
206DIREXION SHS ETF TR25460G5002,000$45,5000.01%
207SPDR SERIES TRUST78464A4741,450$43,7760.01%
208BRISTOL-MYERS SQUIBB COCELG-RI934$43,2350.01%
209DECKERS OUTDOOR CORPDECK418$43,0830.01%
210SPDR SERIES TRUST78464A3671,908$43,0640.01%
211VANGUARD STAR FDS921909768612$42,2830.01%
212ISHARES TR464287648144$41,1640.01%
213FLEX LTDFLEX708$35,3430.00%
214SPDR INDEX SHS FDS78463X152618$35,0030.00%
215ISHARES TR464287473258$34,0920.00%
216SPDR INDEX SHS FDS78463X434394$33,6240.00%
217D R HORTON INC23331A109258$33,2650.00%
218PULTE GROUP INC745867101306$32,2710.00%
219LANTHEUS HLDGS INCLNTH386$31,5980.00%
220ABBOTT LABSABLZF226$30,7380.00%
221MONOLITHIC PWR SYS INC60983910542$30,7180.00%
222OPTION CARE HEALTH INCOPCH940$30,5310.00%
223NEUROCRINE BIOSCIENCES INCNBIX242$30,4170.00%
224CENTENE CORP DELCNC548$29,7450.00%
225INSULET CORPPODD94$29,5330.00%
226GAP INCGAP1,342$29,2760.00%
227ADVANCED MICRO DEVICES INCAMD200$28,3800.00%
228CLEVELAND-CLIFFS INC NEWCLF3,658$27,7990.00%
229CHEWY INCCHWY634$27,0210.00%
230APPLOVIN CORPAPP74$25,9060.00%
231MASTERCARD INCORPORATEDMA44$24,7250.00%
232SILA REALTY TRUST INCSILA1,016$24,0490.00%
233ISHARES TR464287630150$23,6640.00%
234VANECK ETF TRUST92189F437768$22,4870.00%
235SACHEM CAP CORPSCCG17,152$20,5820.00%
236ELI LILLY & COLLY26$20,2680.00%
237HIMS & HERS HEALTH INCHIMS400$19,9400.00%
238ISHARES INC46434G889370$19,2660.00%
239INVESCO QUALITY MUN INCOME TIVZ1,986$18,6290.00%
240OGE ENERGY CORPOGE400$17,7520.00%
241IONQ INCIONQ-WT400$17,1880.00%
242VANECK ETF TRUST92189H409307$15,4270.00%
243STEEL DYNAMICS INCSTLD112$14,3370.00%
244INVESCO EXCH TRADED FD TR IIIVZ414$14,1840.00%
245J P MORGAN EXCHANGE TRADED F46641Q886136$14,1040.00%
246INTERNATIONAL BUSINESS MACHSINTR46$13,5600.00%
247SPDR SERIES TRUST78464A664494$13,1310.00%
248ISHARES TR464287234270$13,0250.00%
249ISHARES TR46436E866554$12,9410.00%
250LINCOLN NATL CORP IND534187109360$12,4560.00%
251BOSTON SCIENTIFIC CORPBSX114$12,2450.00%
252SCHWAB STRATEGIC TR808524763422$12,0900.00%
253RIGETTI COMPUTING INCRGTIW1,000$11,8600.00%
254FEDEX CORPFDX42$9,5470.00%
255WISDOMTREE TRWT168$8,5610.00%
256TARGET CORPTGT72$7,1030.00%
257COCA COLA CONS INCCOKE60$6,6990.00%
258HOME DEPOT INCHD18$6,6240.00%
259FORTUNE BRANDS INNOVATIONS IFBIN128$6,5890.00%
260VANGUARD WHITEHALL FDS92194640646$6,1320.00%
261THE CIGNA GROUP12552310018$5,9500.00%
262ARES MANAGEMENT CORPORATIONARES-PB34$5,8890.00%
263MEDTRONIC PLCMDT64$5,5790.00%
264MERCADOLIBRE INCMELI2$5,2270.00%
265UNITED PARCEL SERVICE INCUPS50$5,0470.00%
266BLACKROCK CORPOR HI YLD FD IBLK452$4,4070.00%
267INTERCONTINENTAL EXCHANGE IN45866F10424$4,4030.00%
268AMERIPRISE FINL INC03076C1068$4,2700.00%
269DARDEN RESTAURANTS INCDRI18$3,9230.00%
270QUANTUM SI INCQSIAW2,000$3,9200.00%
271BROADRIDGE FINL SOLUTIONS IN11133T10316$3,8880.00%
272ANALOG DEVICES INCADI16$3,8080.00%
273WASTE CONNECTIONS INCWCN20$3,7340.00%
274F5 INCFFIV12$3,5320.00%
275CHUBB LIMITEDCB12$3,4770.00%
276DOVER CORPDOV18$3,2980.00%
277WILLIS TOWERS WATSON PLC LTDWTW10$3,0650.00%
278WASTE MGMT INC DEL94106L10912$2,7460.00%
279OREILLY AUTOMOTIVE INC67103H10730$2,7040.00%
280BALL CORPBALL48$2,6920.00%
281AVERY DENNISON CORPAVY14$2,4570.00%
282SUPER MICRO COMPUTER INCSMCI50$2,4500.00%
283MICROCHIP TECHNOLOGY INC.MCHPP34$2,3930.00%
284STARBUCKS CORPSBUX26$2,3820.00%
285AIR PRODS & CHEMS INCAIIR8$2,2560.00%
286MODERNA INCMRNA80$2,2070.00%
287CVS HEALTH CORPCVS28$1,9310.00%
288MIND TECHNOLOGY INCMIND222$1,8740.00%
289EXPAND ENERGY CORPORATIONEXE16$1,8710.00%
290BECTON DICKINSON & COBDX10$1,7220.00%
291GEOSPACE TECHNOLOGIES CORPGEOS112$1,5970.00%
292LPL FINL HLDGS INC50212V1004$1,5000.00%
293MASTERBRAND INCMBC128$1,3990.00%
294CLOROX CO DELCLX10$1,2010.00%
295SAIA INCSAIA4$1,0960.00%
296SNAP INCSNAP122$1,0600.00%
297HONEYWELL INTL INC4385161064$9320.00%
298FIVE BELOW INCFIVE6$7870.00%
299MANNKIND CORPMNKD188$7030.00%
300LULULEMON ATHLETICA INCLULU2$4750.00%
301ESSEX PPTY TR INC2971781050$310.00%
302PROGRESSIVE CORP7433151030$60.00%