TLT Family Holdco ULC

Portfolio Overview

The filer’s 13F shows a dramatic reduction in reported holdings: total portfolio value dropped 96.6% from roughly $1.26 billion at 2025-06-30 to $43.58 million at 2025-09-30. The number of reported holdings declined to three positions, and the portfolio is now highly concentrated — the top three positions account for 100% of the reported value. The filer appears to have moved from a broadly diversified, multi-asset ETF and single-stock portfolio to a tiny, concentrated set o...