2026 Q1 Portfolio Activity
In 2026 Q1, TLT Family Holdco ULC maintained a portfolio of 8 distinct positions. They heavily accumulated shares in VANGUARD TOTAL BOND MARKET, increasing the position by 25.2%.
Position History
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TLT Family Holdco ULC
AUM $724M
Total Positions
8
Quarter
2026 Q1
Top Holding
TRI (53.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
TLT Family Holdco ULC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TRI
THOMSON REUTERS...
|
Industrials | 53.47% | 62.31% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
4,302,901 | $387,175,032 |
$193.59
-54.1%
|
2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
VOO
VANGUARD S&P 50...
|
ETF | 23.57% | 19.67% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
285,650 | $170,690,158 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VT
VANGUARD TOT WO...
|
ETF | 8.62% | 6.98% |
#3
Prev: #3
|
5.4 |
—
|
no change | no change |
P
S
|
451,000 | $62,382,320 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 6.62% | 5.13% |
#4
Prev: #4
|
4.1 |
—
|
no change | no change |
P
S
|
748,200 | $47,944,656 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 3.23% | 2.56% |
#5
Prev: #5
|
2.8 |
—
|
no change | no change |
P
S
|
433,150 | $23,411,758 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BND
VANGUARD TOTAL ...
|
ETF | 2.59% | 1.65% |
#6
Prev: #6
|
3.5 |
—
|
51,200 | 25.2% |
P
S
|
254,300 | $18,726,652 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IBIT
ISHARES BITCOIN...
|
ETF | 0.96% | 0.98% |
#7
Prev: #7
|
1.4 |
—
|
no change | no change |
P
S
|
180,000 | $6,915,600 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVLU
ISHARES MSCI IN...
|
ETF | 0.95% | 0.72% |
#8
Prev: #8
|
1.4 |
—
|
no change | no change |
P
S
|
172,700 | $6,852,736 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-8 of 8 holdings