TLT Family Holdco ULC

Latest statistics and disclosures from TLT Family Holdco ULC's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TRI, VOO, VT, VEA, GLDM, and represent 91.80% of TLT Family Holdco ULC's stock portfolio.
  • Added to shares of these 2 stocks: TRI (+$346M), GLDM (+$30M).
  • Started 2 new stock positions in GLDM, TRI.
  • Reduced shares in these 2 stocks: Thomson Reuters Corp. (-$387M), VOO (-$50M).
  • Sold out of its position in Thomson Reuters Corp..
  • TLT Family Holdco ULC was a net seller of stock by $-61M.
  • TLT Family Holdco ULC has $704M in assets under management (AUM), dropping by -2.78%.
  • Central Index Key (CIK): 0002081869

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Positions held by TLT Family Holdco ULC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for TLT Family Holdco ULC

TLT Family Holdco ULC holds 9 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thomsoncorp (TRI) 49.2 $346M NEW 4.2M 81.67
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Vanguard S&p 500 Etf idx (VOO) 20.8 $146M -25% 213k 686.81
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Vanguard Total World Stock Idx (VT) 10.1 $71M 451k 156.95
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Vanguard Europe Pacific ETF (VEA) 7.6 $53M 748k 71.25
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Spdr Gold Minishares Trust (GLDM) 4.3 $30M NEW 378k 79.42
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Vanguard Emerging Markets ETF (VWO) 3.7 $26M 433k 59.69
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Vanguard Total Bond Market ETF (BND) 2.7 $19M 254k 73.41
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Ishares Tr dev val factor (IVLU) 1.0 $7.2M 173k 41.82
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Ishares Bitcoin Tr (IBIT) 0.9 $6.0M 180k 33.29
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Past Filings by TLT Family Holdco ULC

SEC 13F filings are viewable for TLT Family Holdco ULC going back to 2025