TLW Wealth Management
Latest statistics and disclosures from TLW Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, BRK.B, MSFT, WMT, DE, and represent 52.43% of TLW Wealth Management's stock portfolio.
- Added to shares of these 2 stocks: XLK, QQQ.
- Started 2 new stock positions in QQQ, XLK.
- Reduced shares in these 10 stocks: HD, TSLA, META, COST, WM, AAPL, BRK.B, GOOG, MSFT, WMT.
- TLW Wealth Management was a net seller of stock by $-16M.
- TLW Wealth Management has $175M in assets under management (AUM), dropping by -2.62%.
- Central Index Key (CIK): 0001767217
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Portfolio Holdings for TLW Wealth Management
TLW Wealth Management holds 19 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 12.7 | $22M | -3% | 91k | 243.55 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 11.9 | $21M | -3% | 41k | 502.74 |
|
| Microsoft Corporation (MSFT) | 10.7 | $19M | -3% | 36k | 517.95 |
|
| Wal-Mart Stores (WMT) | 9.2 | $16M | -3% | 156k | 103.06 |
|
| Deere & Company (DE) | 7.9 | $14M | -3% | 30k | 457.26 |
|
| Apple (AAPL) | 7.4 | $13M | -6% | 51k | 254.63 |
|
| Amazon (AMZN) | 7.1 | $12M | -2% | 56k | 219.57 |
|
| Waste Management (WM) | 6.7 | $12M | -10% | 53k | 220.83 |
|
| Costco Wholesale Corporation (COST) | 6.2 | $11M | -14% | 12k | 925.63 |
|
| TJX Companies (TJX) | 6.0 | $11M | -3% | 73k | 144.54 |
|
| Crocs (CROX) | 4.6 | $8.1M | -3% | 97k | 83.55 |
|
| Home Depot (HD) | 4.0 | $7.0M | -25% | 17k | 405.19 |
|
| Tesla Motors (TSLA) | 2.8 | $4.9M | -30% | 11k | 444.72 |
|
| Meta Platforms Cl A (META) | 2.3 | $4.1M | -33% | 5.5k | 734.38 |
|
| Fastenal Company (FAST) | 0.2 | $427k | -47% | 8.7k | 49.04 |
|
| Intuit (INTU) | 0.2 | $352k | -47% | 515.00 | 682.91 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $57k | 218.00 | 260.44 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $43k | NEW | 15k | 2.82 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $12k | NEW | 20.00 | 600.35 |
|
Past Filings by TLW Wealth Management
SEC 13F filings are viewable for TLW Wealth Management going back to 2018
- TLW Wealth Management 2025 Q3 filed Oct. 28, 2025
- TLW Wealth Management 2025 Q2 filed July 30, 2025
- TLW Wealth Management 2025 Q1 filed April 28, 2025
- TLW Wealth Management 2024 Q4 filed Jan. 23, 2025
- TLW Wealth Management 2024 Q3 filed Nov. 5, 2024
- TLW Wealth Management 2024 Q2 filed Aug. 6, 2024
- TLW Wealth Management 2024 Q1 filed May 7, 2024
- TLW Wealth Management 2023 Q4 filed Jan. 12, 2024
- TLW Wealth Management 2023 Q3 filed Oct. 24, 2023
- TLW Wealth Management 2023 Q2 filed July 20, 2023
- TLW Wealth Management 2023 Q1 filed May 8, 2023
- TLW Wealth Management 2022 Q4 filed Jan. 26, 2023
- TLW Wealth Management 2022 Q3 filed Oct. 25, 2022
- TLW Wealth Management 2022 Q2 filed July 25, 2022
- TLW Wealth Management 2022 Q1 filed April 19, 2022
- TLW Wealth Management 2021 Q4 filed Jan. 24, 2022