CIK: 0002081869
Total reported value
$724.1M
Reporting period: 2026-03-31 · Number of holdings: 8
TLT Family Holdco ULC disclosed 8 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $724.1M and a quarterly turnover rate of 24.1%.
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Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim TRI4EUR
0.0% -$180.3M
Add VOO
0.0% -$8.4M
Add VT
0.0% -$1.2M
Add VEA
0.0% $1.2M
Add BND
+25.2% $3.7M
Add VWO
0.0% $125.6K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 53.47% | -8.84% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.57% | +3.90% | — | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-Other | 8.62% | +1.64% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.62% | +1.49% | — | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.23% | +0.67% | — | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 2.59% | +0.94% | +25.21% | |
| 7 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.96% | -0.02% | — | |
| 8 | IVLU | Ishares Msci International V | ETF-Other | 0.95% | +0.23% | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 46% of reported portfolio value with available pricing
Not enough sector-mapped data yet
TLT Family Holdco ULC's most significant position changes for 2026-03-31: Add: Vanguard Total Bond Market (BND) — shares +25.21%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +3.9% | — | Unchanged |
| 2 | VT | Vanguard Tot World Stk ETF | +1.6% | — | Unchanged |
| 3 | VEA | Vanguard Ftse Developed ETF | +1.5% | — | Unchanged |
| 4 | BND | Vanguard Total Bond Market | +0.9% | +25.21% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.7% | — | Unchanged |
| 6 | IVLU | Ishares Msci International V | +0.2% | — | Unchanged |
| 7 | IBIT | Ishares Bitcoin Trust ETF | 0% | — | Unchanged |
| 8 | TRI4EUR | Thomson Reuters CORP | -8.8% | — | Unchanged |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-15 | 13F-HR | View on EDGAR |
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