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, DE, WMT, AAPL, and represent 54.22% of TLW Wealth Management's stock portfolio.
- Added to shares of these 5 stocks: JPM, SCHB, FAST, SUNB, CTAS.
- Started 4 new stock positions in SCHB, JPM, SUNB, CTAS.
- Reduced shares in these 10 stocks: GOOG, WMT, COST, BRK.B, DE, AAPL, META, WM, AMZN, MSFT.
- TLW Wealth Management was a net seller of stock by $-5.7M.
- TLW Wealth Management has $177M in assets under management (AUM), dropping by 3.50%.
- Central Index Key (CIK): 0001767217
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Portfolio Holdings for TLW Wealth Management
TLW Wealth Management holds 20 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 | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 16.3 | $29M | -5% | 81k | 353.33 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 10.8 | $19M | -2% | 38k | 500.39 |
|
| Deere & Company (DE) | 10.3 | $18M | -2% | 29k | 634.33 |
|
| Wal-Mart Stores (WMT) | 9.0 | $16M | -5% | 141k | 113.26 |
|
| Apple (AAPL) | 7.8 | $14M | -2% | 48k | 289.36 |
|
| Amazon (AMZN) | 7.5 | $13M | -2% | 56k | 238.34 |
|
| Microsoft Corporation (MSFT) | 7.4 | $13M | -2% | 35k | 373.02 |
|
| Waste Management (WM) | 6.7 | $12M | -2% | 53k | 222.88 |
|
| TJX Companies (TJX) | 6.1 | $11M | -2% | 72k | 151.50 |
|
| Costco Wholesale Corporation (COST) | 5.9 | $10M | -5% | 11k | 935.47 |
|
| Crocs (CROX) | 4.2 | $7.5M | -2% | 62k | 120.64 |
|
| Home Depot (HD) | 3.5 | $6.2M | 18k | 352.68 |
|
|
| Meta Platforms Cl A (META) | 2.5 | $4.4M | -6% | 7.8k | 563.29 |
|
| Fastenal Company (FAST) | 1.7 | $3.0M | 62k | 48.03 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $367k | NEW | 1.1k | 327.33 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $81k | 218.00 | 370.59 |
|
|
| Tesla Motors (TSLA) | 0.0 | $47k | 111.00 | 420.60 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $34k | NEW | 1.2k | 28.96 |
|
| Sunbelt Rentals Holdings SHS (SUNB) | 0.0 | $7.5k | NEW | 100.00 | 74.81 |
|
| Cintas Corporation (CTAS) | 0.0 | $5.1k | NEW | 30.00 | 170.07 |
|
Past Filings by TLW Wealth Management
SEC 13F filings are viewable for TLW Wealth Management going back to 2018
- TLW Wealth Management 2026 Q2 filed July 28, 2026
- 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