§ 13F · FUND PROFILE
TLW Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $175M (13F)Positions · 19Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 86K | $25M | 14.4% | −1% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 39K | $19M | 11.0% | ±0% |
| 3 | WMT | WALMART INC | 149K | $19M | 10.9% | ±0% |
| 4 | DE | DEERE & CO | 29K | $17M | 9.7% | ±0% |
| 5 | MSFT | MICROSOFT CORP | 36K | $13M | 7.7% | +4% |
| 6 | WM | WASTE MGMT INC DEL | 54K | $12M | 7.3% | +2% |
| 7 | AAPL | APPLE INC | 49K | $12M | 7.3% | +1% |
| 8 | AMZN | AMAZON COM INC | 57K | $12M | 6.9% | +3% |
| 9 | COST | COSTCO WHOLESALE CORPORATION | 12K | $12M | 6.9% | +1% |
| 10 | TJX | TJX COS INC NEW | 73K | $12M | 6.8% | +1% |
§ 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 $175 million in assets. The fund runs a focused portfolio of just 19 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed