TLW Wealth Management as of Sept. 30, 2025
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 | 91k | 243.55 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 11.9 | $21M | 41k | 502.74 | |
| Microsoft Corporation (MSFT) | 10.7 | $19M | 36k | 517.95 | |
| Wal-Mart Stores (WMT) | 9.2 | $16M | 156k | 103.06 | |
| Deere & Company (DE) | 7.9 | $14M | 30k | 457.26 | |
| Apple (AAPL) | 7.4 | $13M | 51k | 254.63 | |
| Amazon (AMZN) | 7.1 | $12M | 56k | 219.57 | |
| Waste Management (WM) | 6.7 | $12M | 53k | 220.83 | |
| Costco Wholesale Corporation (COST) | 6.2 | $11M | 12k | 925.63 | |
| TJX Companies (TJX) | 6.0 | $11M | 73k | 144.54 | |
| Crocs (CROX) | 4.6 | $8.1M | 97k | 83.55 | |
| Home Depot (HD) | 4.0 | $7.0M | 17k | 405.19 | |
| Tesla Motors (TSLA) | 2.8 | $4.9M | 11k | 444.72 | |
| Meta Platforms Cl A (META) | 2.3 | $4.1M | 5.5k | 734.38 | |
| Fastenal Company (FAST) | 0.2 | $427k | 8.7k | 49.04 | |
| Intuit (INTU) | 0.2 | $352k | 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 | 15k | 2.82 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $12k | 20.00 | 600.35 |
