§ 13F · FUND PROFILE
TLW Wealth Management, LLC.
AUM · $177M (13F)Positions · 20Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$413K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 81K | $29M | 16.3% | −5% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 38K | $19M | 10.8% | −2% |
| 3 | DE | DEERE & CO | 29K | $18M | 10.3% | −2% |
| 4 | WMT | WALMART INC | 141K | $16M | 9.0% | −6% |
| 5 | AAPL | APPLE INC | 48K | $14M | 7.8% | −2% |
| 6 | AMZN | AMAZON COM INC | 56K | $13M | 7.5% | −2% |
| 7 | MSFT | MICROSOFT CORP | 35K | $13M | 7.4% | −2% |
| 8 | WM | WASTE MGMT INC DEL | 53K | $12M | 6.7% | −2% |
| 9 | TJX | TJX COS INC NEW | 72K | $11M | 6.1% | −2% |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 11K | $10M | 5.9% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TLW SIGNAL
AC read
TLW Wealth Management, LLC is a Other fund managing $177 million in assets. The fund runs a focused portfolio of just 20 positions.
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