Tlw Wealth Management, LLC Portfolio Holdings

Tlw Wealth Management, LLC

  • $179 Million
  • Q3 2025

Tlw Wealth Management, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $179 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $22.2M, Berkshire Hathaway Inc Class B with a value of $20.7M, Microsoft Corp with a value of $18.8M, Walmart Inc. with a value of $16.1M, and Deere & CO with a value of $13.9M.

Examining the 13F form we can see an decrease of $508K in the current position value, from $179M to 179M.

Below you can find more details about Tlw Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $179 Million
Consumer Cyclical: $42.9 Million
Technology: $32 Million
Consumer Defensive: $26.9 Million
Communication Services: $26.2 Million
Industrials: $26 Million
Financial Services: $20.7 Million
ETFs: $4.26 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.74T
$22.2 Million 12.39% of portfolio
91,068
Q3 2025 Reduced 3.16%
$662B
$20.7 Million 11.58% of portfolio
41,238
Q3 2025 Reduced 3.6%
$3.78T
$18.8 Million 10.49% of portfolio
36,242
Q3 2025 Reduced 3.24%
$279B
$16.1 Million 8.99% of portfolio
156,155
Q3 2025 Reduced 3.55%
$144B
$13.9 Million 7.74% of portfolio
30,311
Q3 2025 Reduced 3.43%
$4.3T
$12.9 Million 7.18% of portfolio
50,473
Q3 2025 Reduced 6.51%
$2.39T
$12.3 Million 6.89% of portfolio
56,153
Q3 2025 Reduced 2.98%
$85.9B
$11.7 Million 6.54% of portfolio
53,044
Q3 2025 Reduced 10.71%
$404B
$10.8 Million 6.03% of portfolio
11,654
Q3 2025 Reduced 14.55%
$170B
$10.5 Million 5.89% of portfolio
72,894
Q3 2025 Reduced 3.86%
$4.52B
$8.07 Million 4.51% of portfolio
96,645
Q3 2025 Reduced 3.67%
$367B
$7 Million 3.91% of portfolio
17,286
Q3 2025 Reduced 25.39%
$1.29T
$4.9 Million 2.74% of portfolio
11,016
Q3 2025 Reduced 30.56%
$0
$4.25 Million 2.37% of portfolio
15,063
Q3 2025 New
$1.37T
$4.06 Million 2.27% of portfolio
5,530
Q3 2025 Reduced 33.7%
$23.2B
$426,000 0.24% of portfolio
8,697
Q3 2025 Reduced 47.72%
$92.7B
$56,000 0.03% of portfolio
218
Q4 2022 New
$0
$12,000 0.01% of portfolio
20
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $179 Million
  • Prior Value $179 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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