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TLW Wealth Management, LLC

Portfolio Manager
TLW Wealth Management, LLC
Performance
-2.22% (2026 Q1)
AUM (13F)
$170.74M
# of Holdings
16
Performance Rank
Allocation (Top 20)
100.02%

TLW Wealth Management, LLC Holdings Map

Top 16 TLW Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOG
ALPHABET INC
14.43%85.9K$24.6M
-0.57%(-492)
2025-Q1: 93.7K shares2025-Q2: 94.0K shares2025-Q3: 91.1K shares2025-Q4: 86.4K shares2026-Q1: 85.9K shares
$59.76(+567.75%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
10.97%39.1K$18.7M
-0.08%(-31)
2025-Q1: 42.7K shares2025-Q2: 42.8K shares2025-Q3: 41.2K shares2025-Q4: 39.1K shares2026-Q1: 39.1K shares
$209.97(+131.23%)
2026-03-31
WMT
WALMART INC
10.87%149.3K$18.6M
+0.31%(+460)
2025-Q1: 161.5K shares2025-Q2: 161.9K shares2025-Q3: 156.2K shares2025-Q4: 148.9K shares2026-Q1: 149.3K shares
$35.97(+265.50%)
2026-03-31
DE
DEERE & CO
9.68%29.3K$16.5M
+0.47%(+136)
2025-Q1: 31.3K shares2025-Q2: 31.4K shares2025-Q3: 30.3K shares2025-Q4: 29.2K shares2026-Q1: 29.3K shares
$160.60(+261.56%)
2026-03-31
MSFT
MICROSOFT CORP
7.73%35.7K$13.2M
+3.54%(+1.22K)
2025-Q1: 37.4K shares2025-Q2: 37.5K shares2025-Q3: 36.2K shares2025-Q4: 34.4K shares2026-Q1: 35.7K shares
$126.41(+220.56%)
2026-03-31
WM
WASTE MGMT INC DEL
7.31%54.3K$12.5M
+2.03%(+1.08K)
2025-Q1: 59.1K shares2025-Q2: 59.4K shares2025-Q3: 53.0K shares2025-Q4: 53.2K shares2026-Q1: 54.3K shares
$114.57(+88.92%)
2026-03-31
AAPL
APPLE INC
7.29%49.1K$12.4M
+0.52%(+254)
2025-Q1: 56.2K shares2025-Q2: 54.0K shares2025-Q3: 50.5K shares2025-Q4: 48.8K shares2026-Q1: 49.1K shares
$47.89(+524.10%)
2026-03-31
AMZN
AMAZON COM INC
6.94%56.9K$11.8M
+3.28%(+1.81K)
2025-Q1: 56.3K shares2025-Q2: 57.9K shares2025-Q3: 56.2K shares2025-Q4: 55.0K shares2026-Q1: 56.9K shares
$105.11(+157.00%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
6.89%11.8K$11.8M
+1.17%(+137)
2025-Q1: 13.6K shares2025-Q2: 13.6K shares2025-Q3: 11.7K shares2025-Q4: 11.7K shares2026-Q1: 11.8K shares
$557.29(+85.38%)
2026-03-31
TJX
TJX COS INC NEW
6.84%73.1K$11.7M
+1.32%(+953)
2025-Q1: 75.7K shares2025-Q2: 75.8K shares2025-Q3: 72.9K shares2025-Q4: 72.2K shares2026-Q1: 73.1K shares
$60.96(+141.20%)
2026-03-31

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