Tlwm Portfolio Holdings
Tlwm
- $551 Million
- Q3 2025
Tlwm has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $551 Million distributed in 78 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 $115M, Ishares Russell 3000 ETF with a value of $112M, Ishares Msci Acwi Ex Us ETF with a value of $53M, Ishares Trishares 0 3 Mnth Tre with a value of $49.1M, and Invesco Et Self Idxd Fd Tr Bul with a value of $31M.
Examining the 13F form we can see an increase of $29.8M in the current position value, from $521M to 551M.
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
$551 Million
ETFs: $489 Million
Technology: $17.2 Million
Financial Services: $12.1 Million
Consumer Cyclical: $7.41 Million
Communication Services: $6.79 Million
Industrials: $6.36 Million
Healthcare: $4.39 Million
Energy: $3.19 Million
Other: $3.52 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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