Tlw Wealth Management, LLC Portfolio Holdings

Tlw Wealth Management, LLC

  • $179 Million
  • Q2 2025

Tlw Wealth Management, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $179 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $20.8M, Microsoft Corp with a value of $18.6M, Alphabet Inc. with a value of $16.7M, Deere & CO with a value of $16M, and Walmart Inc. with a value of $15.8M.

Examining the 13F form we can see an increase of $12.9M in the current position value, from $167M 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: $45.8 Million
Technology: $30.5 Million
Industrials: $30.3 Million
Consumer Defensive: $29.3 Million
Communication Services: $22.8 Million
Financial Services: $20.8 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $179 Million
  • Prior Value $167 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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