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 53.97% of TLW Wealth Management's stock portfolio.
- Added to shares of these 6 stocks: META, INTU, FAST, WM, TSLA, COST.
- Reduced shares in these 10 stocks: CROX, XLK, GOOG, BRK.B, MSFT, WMT, DE, AAPL, AMZN, TJX.
- TLW Wealth Management was a net seller of stock by $-10M.
- TLW Wealth Management has $173M in assets under management (AUM), dropping by -0.79%.
- 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 15.6 | $27M | -5% | 86k | 313.80 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 11.3 | $20M | -5% | 39k | 502.65 |
|
| Microsoft Corporation (MSFT) | 9.6 | $17M | -4% | 34k | 483.62 |
|
| Wal-Mart Stores (WMT) | 9.6 | $17M | -4% | 149k | 111.41 |
|
| Deere & Company (DE) | 7.8 | $14M | -3% | 29k | 465.57 |
|
| Apple (AAPL) | 7.7 | $13M | -3% | 49k | 271.86 |
|
| Amazon (AMZN) | 7.3 | $13M | 55k | 230.82 |
|
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| Waste Management (WM) | 6.7 | $12M | 53k | 219.71 |
|
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| TJX Companies (TJX) | 6.4 | $11M | 72k | 153.61 |
|
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| Costco Wholesale Corporation (COST) | 5.8 | $10M | 12k | 862.34 |
|
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| Home Depot (HD) | 3.4 | $5.9M | 17k | 344.10 |
|
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| Crocs (CROX) | 3.0 | $5.2M | -37% | 61k | 85.52 |
|
| Tesla Motors (TSLA) | 2.9 | $5.0M | 11k | 449.72 |
|
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| Meta Platforms Cl A (META) | 2.2 | $3.8M | +4% | 5.8k | 660.09 |
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| Intuit (INTU) | 0.3 | $500k | +46% | 754.00 | 662.42 |
|
| Fastenal Company (FAST) | 0.3 | $485k | +39% | 12k | 40.13 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $68k | 218.00 | 310.24 |
|
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $43k | -98% | 301.00 | 144.00 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $12k | 20.00 | 614.30 |
|
Past Filings by TLW Wealth Management
SEC 13F filings are viewable for TLW Wealth Management going back to 2018
- TLW Wealth Management 2025 Q4 filed Feb. 5, 2026
- 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