StockDriftsStockDriftsTop 19 TLW Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 16.28% | 81.4K | $28.8M | -5.16%(-4.43K) | $59.76(+473.39%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10.8% | 38.2K | $19.1M | -2.36%(-924) | $209.97(+138.76%) | 2026-06-30 | |
| DE | DEERE & CO | 10.27% | 28.6K | $18.2M | -2.41%(-706) | $160.60(+277.89%) | 2026-06-30 | |
| WMT | WALMART INC | 9.01% | 140.7K | $15.9M | -5.82%(-8.69K) | $35.97(+219.47%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.84% | 47.9K | $13.9M | -2.37%(-1.16K) | $47.89(+537.70%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 7.5% | 55.6K | $13.3M | -2.17%(-1.24K) | $105.11(+149.78%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 7.37% | 34.9K | $13.0M | -2.09%(-745) | $126.41(+284.52%) | 2026-06-30 | |
| WM | WASTE MGMT INC DEL | 6.68% | 53.0K | $11.8M | -2.47%(-1.34K) | $114.57(+95.72%) | 2026-06-30 | |
| TJX | TJX COS INC NEW | 6.14% | 71.6K | $10.8M | -2.13%(-1.55K) | $60.96(+149.22%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 5.88% | 11.1K | $10.4M | -5.95%(-702) | $557.29(+71.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.52% | +58.20% | +8.39% | +49.58% |
| Top 20 Holdings Unweighted | +16.65% | +58.74% | +8.81% | +52.50% |
TLW Wealth Management, LLC reports $176.72M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (16.3%), BRK.B (10.8%) and DE (10.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +58.20% on a three-year cumulative basis. Figures reflect the Q2 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