Tlwm Portfolio Holdings
Tlwm
- $521 Million
- Q2 2025
Tlwm has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $521 Million distributed in 70 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $107M, Ishares Russell 3000 ETF with a value of $103M, Ishares Msci Acwi Ex Us ETF with a value of $49.5M, Ishares Trishares 0 3 Mnth Tre with a value of $48.8M, and Invesco Et Self Idxd Fd Tr Bul with a value of $30.5M.
Examining the 13F form we can see an increase of $26.1M in the current position value, from $495M to 521M.
Tlwm is based out at San Antonio, TX
Below you can find more details about Tlwm portfolio as well as his latest detailed transactions.
Portfolio value
$521 Million
ETFs: $466 Million
Technology: $14.4 Million
Financial Services: $10.9 Million
Industrials: $7.29 Million
Consumer Cyclical: $6.13 Million
Communication Services: $5.45 Million
Healthcare: $4.1 Million
Energy: $2.85 Million
Other: $3.48 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|