StockDriftsStockDriftsTop 50 Tlwm Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 20.81% | 171.4K | $128.0M | -0.65%(-1.12K) | $341.20(+127.24%) | 2026-06-30 | |
| IWV | ISHARES TR | 20.3% | 292.8K | $124.9M | -0.48%(-1.42K) | $220.41(+98.80%) | 2026-06-30 | |
| ACWX | ISHARES TR | 11.66% | 942.3K | $71.7M | +0.23%(+2.18K) | $51.82(+51.16%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 7.53% | 389.1K | $46.3M | +0.13%(+512) | $104.22(+17.90%) | 2026-06-30 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 5.51% | 1.73M | $33.9M | +1.87%(+31.87K) | $20.04(-2.38%) | 2026-06-30 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 5.46% | 1.65M | $33.6M | +1.86%(+30.11K) | $19.88(+2.63%) | 2026-06-30 | |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 5.01% | 1.85M | $30.8M | +2.51%(+45.40K) | $16.30(+1.78%) | 2026-06-30 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 4.83% | 1.60M | $29.7M | +2.12%(+33.18K) | $18.82(-1.22%) | 2026-06-30 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 4.3% | 1.35M | $26.4M | +2.47%(+32.48K) | $19.70(-0.27%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 0.79% | 24.2K | $4.8M | +30.23%(+5.61K) | $118.03(+91.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.35% | +45.64% | +6.71% | +38.39% |
| Top 20 Holdings Unweighted | +16.33% | +57.42% | +8.41% | +49.74% |
Tlwm reports $614.94M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are SPY (20.8%), IWV (20.3%) and ACWX (11.7%). The top 20 holdings account for 91.26% of reported assets. Its disclosed equity book has returned +45.64% 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 Tlwm’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1732537). View Tlwm’s 13F filings on SEC