TLW Wealth Management, LLC

CIK 0001767217 · INDIAN ROCKS BEACH, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

TLW Wealth Management, LLC reported 20 positions worth $176.7M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: GOOG (16.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$176.7M
2026 Q2
Positions
20
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
87.8%
Est. Net Flow (Q)
2026 Q2
10 / 20 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGALPHABET INCSH$28.8M16.28%81,443
2BRK-BBERKSHIRE HATHAWAY INC DELSH$19.1M10.80%38,154
3DEDEERE & COSH$18.2M10.27%28,620
4WMTWALMART INCSH$15.9M9.01%140,654
5AAPLAPPLE INCSH$13.9M7.84%47,895
6AMZNAMAZON COM INCSH$13.3M7.50%55,622
7MSFTMICROSOFT CORPSH$13.0M7.37%34,910
8WMWASTE MGMT INC DELSH$11.8M6.68%52,959
9TJXTJX COS INC NEWSH$10.8M6.14%71,569
10COSTCOSTCO WHOLESALE CORPORATIONSH$10.4M5.88%11,100

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does TLW Wealth Management, LLC hold as of Q2 2026?

TLW Wealth Management, LLC reported 20 positions worth $176.7M in its Q2 2026 13F filing. Largest positions: GOOG (16.3%), BRK-B (10.8%), DE (10.3%), WMT (9.0%) and AAPL (7.8%).

What did TLW Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did TLW Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.