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, WMT, DE, MSFT, and represent 53.67% of TLW Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FAST, META, MSFT, AMZN, HD, WM, CROX, TJX, COST, DE.
- Reduced shares in these 6 stocks: TSLA, INTU, GOOG, , BRK.B, QQQ.
- Sold out of its positions in QQQ, INTU, XLK.
- TLW Wealth Management was a net buyer of stock by $1.0M.
- TLW Wealth Management has $171M in assets under management (AUM), dropping by -1.53%.
- Central Index Key (CIK): 0001767217
Tip: Access up to 7 years of quarterly data
Positions held by TLW Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for TLW Wealth Management
TLW Wealth Management holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 14.4 | $25M | 86k | 286.86 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 11.0 | $19M | 39k | 479.20 |
|
|
| Wal-Mart Stores (WMT) | 10.9 | $19M | 149k | 124.28 |
|
|
| Deere & Company (DE) | 9.7 | $17M | 29k | 563.30 |
|
|
| Microsoft Corporation (MSFT) | 7.7 | $13M | +3% | 36k | 370.17 |
|
| Waste Management (WM) | 7.3 | $13M | +2% | 54k | 229.79 |
|
| Apple (AAPL) | 7.3 | $12M | 49k | 253.79 |
|
|
| Amazon (AMZN) | 6.9 | $12M | +3% | 57k | 208.27 |
|
| Costco Wholesale Corporation (COST) | 6.9 | $12M | 12k | 996.43 |
|
|
| TJX Companies (TJX) | 6.8 | $12M | 73k | 159.70 |
|
|
| Home Depot (HD) | 3.4 | $5.9M | +4% | 18k | 328.89 |
|
| Crocs (CROX) | 3.1 | $5.2M | +3% | 63k | 83.02 |
|
| Meta Platforms Cl A (META) | 2.8 | $4.8M | +44% | 8.4k | 572.13 |
|
| Fastenal Company (FAST) | 1.7 | $2.9M | +412% | 62k | 46.40 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $71k | 218.00 | 327.07 |
|
|
| Tesla Motors (TSLA) | 0.0 | $41k | -98% | 111.00 | 371.75 |
|
Past Filings by TLW Wealth Management
SEC 13F filings are viewable for TLW Wealth Management going back to 2018
- TLW Wealth Management 2026 Q1 filed May 1, 2026
- 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