Top 16 TLW Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 14.43% | 85.9K | $24.6M | -0.57%(-492) | $59.76(+567.75%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10.97% | 39.1K | $18.7M | -0.08%(-31) | $209.97(+131.23%) | 2026-03-31 | |
| WMT | WALMART INC | 10.87% | 149.3K | $18.6M | +0.31%(+460) | $35.97(+265.50%) | 2026-03-31 | |
| DE | DEERE & CO | 9.68% | 29.3K | $16.5M | +0.47%(+136) | $160.60(+261.56%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.73% | 35.7K | $13.2M | +3.54%(+1.22K) | $126.41(+220.56%) | 2026-03-31 | |
| WM | WASTE MGMT INC DEL | 7.31% | 54.3K | $12.5M | +2.03%(+1.08K) | $114.57(+88.92%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.29% | 49.1K | $12.4M | +0.52%(+254) | $47.89(+524.10%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.94% | 56.9K | $11.8M | +3.28%(+1.81K) | $105.11(+157.00%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 6.89% | 11.8K | $11.8M | +1.17%(+137) | $557.29(+85.38%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 6.84% | 73.1K | $11.7M | +1.32%(+953) | $60.96(+141.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.66% | +54.72% |
| Top 20 Holdings Unweighted | +16.18% | +56.82% |
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