TLW Wealth Management
Latest statistics and disclosures from TLW Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, DE, BRK.B, MSFT, AAPL, and represent 55.36% of TLW Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: GOOG, BRK.B, WM, AMZN, META, WMT, TJX, AAPL, MSFT, HD.
- Started 3 new stock positions in PYPL, CMG, SPCX.
- Reduced shares in these 2 stocks: COST, JPM.
- TLW Wealth Management was a net buyer of stock by $1.6M.
- TLW Wealth Management has $182M in assets under management (AUM), dropping by 2.90%.
- Central Index Key (CIK): 0001767217
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Portfolio Holdings for TLW Wealth Management
TLW Wealth Management holds 23 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 15.4 | $28M | 82k | 340.74 |
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| Deere & Company (DE) | 10.6 | $19M | 29k | 671.55 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 10.6 | $19M | 39k | 497.95 |
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| Microsoft Corporation (MSFT) | 9.9 | $18M | 35k | 512.90 |
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| Apple (AAPL) | 8.9 | $16M | 48k | 333.02 |
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| Wal-Mart Stores (WMT) | 8.1 | $15M | 142k | 103.92 |
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| Amazon (AMZN) | 7.7 | $14M | 56k | 249.15 |
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| Waste Management (WM) | 6.0 | $11M | 54k | 203.92 |
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| Costco Wholesale Corporation (COST) | 5.3 | $9.7M | -4% | 11k | 910.34 |
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| TJX Companies (TJX) | 5.3 | $9.6M | 73k | 132.31 |
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| Crocs (CROX) | 4.0 | $7.3M | 62k | 117.31 |
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| Meta Platforms Cl A (META) | 3.2 | $5.8M | +3% | 8.1k | 725.18 |
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| Home Depot (HD) | 2.8 | $5.1M | +2% | 18k | 284.49 |
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| Fastenal Company (FAST) | 1.7 | $3.2M | +2% | 64k | 49.53 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $331k | -10% | 1.0k | 330.83 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $142k | +315% | 4.8k | 29.31 |
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| Marriott Intl Cl A (MAR) | 0.0 | $78k | 218.00 | 355.67 |
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| Tesla Motors (TSLA) | 0.0 | $41k | +3% | 115.00 | 354.81 |
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| Sunbelt Rentals Holdings SHS (SUNB) | 0.0 | $7.3k | 100.00 | 73.21 |
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| Cintas Corporation (CTAS) | 0.0 | $6.8k | +16% | 35.00 | 195.06 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $1.9k | NEW | 60.00 | 31.95 |
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| Paypal Holdings (PYPL) | 0.0 | $1.6k | NEW | 30.00 | 53.10 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $151.000000 | NEW | 1.00 | 151.00 |
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Past Filings by TLW Wealth Management
SEC 13F filings are viewable for TLW Wealth Management going back to 2018
- TLW Wealth Management 2026 Q3 filed Oct. 27, 2026
- 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