TLWM

CIK: 0001732537SEC EDGAR →

Portfolio Value

$546K

Holdings

72

As of

Q4 2025

New Positions

4

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

281,190$108.8M
19911.44%
2

ISHARES TR

776,716$52.1M
9544.14%
3

INVESCO EXCH TRD SLF IDX FD

1,505,622$31.0M
5677.24%
4

INVESCO EXCH TRD SLF IDX FD

1,576,845$30.9M
5649.97%
5

INVESCO EXCH TRD SLF IDX FD

1,657,229$28.0M
5132.67%
6

INVESCO EXCH TRD SLF IDX FD

1,464,068$27.6M
5047.56%
7

INVESCO EXCH TRD SLF IDX FD

1,216,436$24.0M
4395.35%
8

SPDR SERIES TRUST

224,775$24.0M
4390.05%
9

ISHARES TR

233,603$23.4M
4292.12%
10

ISHARES TR

166,596$4.0M
740.25%

Quarterly Changes

Top Buys

BSCT↑ Increased
$27.2M
SPYGNEW
$24.0M
BSCS↑ Increased
$2.7M
MSFT↑ Increased
$2.4M
BIL↑ Increased
$2.2M

Top Sells

SGOV↓ Decreased
$25.7M
BSCPCLOSED
$25.6M
IBDQCLOSED
$6.2M
IWV↓ Decreased
$3.1M
BSCXCLOSED
$1.7M

New Positions (5)

$24.0M · 225K shares
$1.1M · 6K shares
$544K · 23K shares
$264K · 764 shares
$216K · 2K shares

Closed Positions (7)

$25.6M · 1.2M shares
$6.2M · 247K shares
$1.7M · 78K shares
$1.5M · 70K shares
$1.1M · 63K shares
$911K · 43K shares
$527K · 22K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services32$374.5M87.7%
Technology11$17.4M4.1%
Consumer Cyclical3$7.5M1.8%
Industrials5$7.4M1.7%
Communication Services5$5.2M1.2%
Healthcare4$4.8M1.1%
Unknown5$3.3M0.8%
Energy3$3.2M0.8%
Consumer Defensive3$3.1M0.7%
Basic Materials1$608K0.1%