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CIK: 0002081869
Total reported value
$703.9M
$703.9M
9 檔
170.2%
In Q2 2025, TLT Family Holdco ULC's U.S. equity holdings reached a combined market value of $703.9M, distributed across 9 disclosed stock positions.
During Q2 2025, TLT Family Holdco ULC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 68.42% | -53.47% | EXIT | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.17% | -2.81% | — | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-Other | 5.13% | +1.44% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.98% | +0.95% | — | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 3.02% | +0.06% | — | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.10% | +0.44% | — | |
| 7 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 1.24% | — | — | |
| 8 | IVLU | Ishares Msci International V | ETF-Other | 1.06% | +0.08% | — | |
| 9 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.87% | -0.11% | — |
According to official SEC Form 13F filings, TLT Family Holdco ULC reported a total U.S. public equity portfolio value of $703.9M across 9 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including TRI4EUR, VOO, VT) accounted for 170.2% of total reported equity market value during Q2 2025.
During Q2 2025, TLT Family Holdco ULC's top holdings by market value included TRI4EUR (68.4%)、VOO (14.2%)、VT (5.1%). The largest single position, TRI4EUR, represented 68.4% of total portfolio value.
In Q2 2025, TLT Family Holdco ULC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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