StockDriftsStockDriftsTop 50 Tlwm Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 20.18% | 166.1K | $126.7M | -3.09%(-5.30K) | $341.20(+124.64%) | 2026-09-30 | |
| IWV | ISHARES TR | 19.53% | 283.9K | $122.5M | -3.06%(-8.95K) | $220.41(+96.62%) | 2026-09-30 | |
| ACWX | ISHARES TR | 11.33% | 940.1K | $71.1M | -0.24%(-2.22K) | $51.82(+43.00%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 7.73% | 394.3K | $48.5M | +1.35%(+5.24K) | $104.44(+16.18%) | 2026-09-30 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 5.81% | 1.87M | $36.5M | +7.70%(+133.55K) | $20.00(-2.55%) | 2026-09-30 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 5.66% | 1.77M | $35.5M | +7.14%(+117.70K) | $19.90(+1.20%) | 2026-09-30 | |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 5.24% | 2.04M | $32.9M | +10.08%(+186.53K) | $16.31(-0.72%) | 2026-09-30 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 5.1% | 1.76M | $32.0M | +10.00%(+159.86K) | $18.78(-2.91%) | 2026-09-30 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 4.61% | 1.48M | $28.9M | +9.85%(+132.75K) | $19.69(-0.80%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 0.88% | 24.3K | $5.5M | +0.37%(+90) | $118.39(+83.37%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.61% | +50.53% | +6.76% | +38.69% |
| Top 20 Holdings Unweighted | +15.53% | +54.21% | +8.22% | +48.44% |
Tlwm reports $627.53M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are SPY (20.2%), IWV (19.5%) and ACWX (11.3%). The top 20 holdings account for 91.31% of reported assets. Its disclosed equity book has returned +50.53% 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 Tlwm’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1732537). View Tlwm’s 13F filings on SEC