StockDriftsStockDriftsTop 21 Tlw Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 15.39% | 82.1K | $28.0M | +0.85%(+694) | $62.19(+409.49%) | 2026-09-30 | |
| DE | DEERE & CO | 10.63% | 28.8K | $19.3M | +0.54%(+155) | $163.25(+291.78%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10.57% | 38.6K | $19.2M | +1.21%(+460) | $213.42(+154.43%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 9.92% | 35.2K | $18.0M | +0.73%(+256) | $128.71(+312.80%) | 2026-09-30 | |
| AAPL | APPLE INC | 8.85% | 48.3K | $16.1M | +0.91%(+434) | $50.25(+590.71%) | 2026-09-30 | |
| WMT | WALMART INC | 8.13% | 142.3K | $14.8M | +1.15%(+1.62K) | $36.79(+224.29%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 7.72% | 56.4K | $14.0M | +1.32%(+735) | $106.92(+136.73%) | 2026-09-30 | |
| WM | WASTE MGMT INC DEL | 6.05% | 53.9K | $11.0M | +1.79%(+948) | $116.31(+105.24%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 5.33% | 10.6K | $9.7M | -4.07%(-452) | $557.29(+78.03%) | 2026-09-30 | |
| TJX | TJX COS INC NEW | 5.29% | 72.7K | $9.6M | +1.61%(+1.15K) | $62.24(+125.26%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.49% | +66.34% | +8.61% | +51.16% |
| Top 20 Holdings Unweighted | +18.42% | +66.04% | +9.27% | +55.78% |
Tlw Wealth Management LLC reports $181.84M in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (15.4%), DE (10.6%) and BRK.B (10.6%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +66.34% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tlw Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767217). View Tlw Wealth Management LLC’s 13F filings on SEC