TLW Wealth Management, LLC
CIK: 0001767217SEC EDGAR →
Portfolio Value
$173.4M
Holdings
19
As of
Q4 2025
New Positions
19
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 86,363 | $27.1M | 15.63% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 39,109 | $19.7M | 11.34% |
| 3 | MICROSOFT CORP | 34,435 | $16.7M | 9.60% |
| 4 | WALMART INC | 148,879 | $16.6M | 9.57% |
| 5 | DEERE & CO | 29,190 | $13.6M | 7.84% |
| 6 | APPLE INC | 48,802 | $13.3M | 7.65% |
| 7 | AMAZON COM INC | 55,049 | $12.7M | 7.33% |
| 8 | WASTE MGMT INC DEL | 53,221 | $11.7M | 6.74% |
| 9 | TJX COS INC NEW | 72,170 | $11.1M | 6.39% |
| 10 | COSTCO WHSL CORP NEW | 11,665 | $10.1M | 5.80% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (19)
$27.1M · 86K shares
$19.7M · 39K shares
$16.7M · 34K shares
$16.6M · 149K shares
$13.6M · 29K shares
$13.3M · 49K shares
$12.7M · 55K shares
$11.7M · 53K shares
$11.1M · 72K shares
$10.1M · 12K shares
$5.9M · 17K shares
$5.2M · 61K shares
$5.0M · 11K shares
$3.8M · 6K shares
$499K · 754 shares
$485K · 12K shares
$67K · 218 shares
$43K · 301 shares
$12K · 20 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 6 | $39.9M | 23.0% |
| Communication Services | 2 | $30.9M | 17.8% |
| Technology | 3 | $30.4M | 17.5% |
| Consumer Defensive | 2 | $26.6M | 15.4% |
| Industrials | 3 | $25.8M | 14.9% |
| Unknown | 2 | $19.7M | 11.3% |
| Financial Services | 1 | $43K | 0.0% |