TLW Wealth Management, LLC
CIK 1767217 · Holdings on Jun 30, 2026 · First reported Jul 28, 2026
Top ten holdings
Q2 2026- GOOG16.28%
- BRK.B10.80%
- DE10.27%
- WMT9.01%
- AAPL7.84%
- AMZN7.50%
- MSFT7.37%
- WM6.68%
- TJX6.14%
- COST5.88%
Share classes counted separately87.77%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- WMTWeight decreased · -1.86 pp10.87% → 9.01%Shares -8.69K (-5.82%)
- GOOGWeight increased · +1.85 pp14.43% → 16.28%Shares -4.43K (-5.16%)
- CROXWeight increased · +1.15 pp3.07% → 4.22%Shares -1.32K (-2.09%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 20
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $28.78M | 16.28% | 81.44K shares | 14.43% → 16.28%+1.85 pp -4.43K (-5.16%) | Reduced | ▾ |
| 02 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $19.09M | 10.80% | 38.15K shares | 10.97% → 10.80%-0.17 pp -924 (-2.36%) | Reduced | ▾ |
| 03 | DEDEERE & CO View history and evidence | $18.15M | 10.27% | 28.62K shares | 9.68% → 10.27%+0.59 pp -706 (-2.41%) | Reduced | ▾ |
| 04 | WMTWALMART INC View history and evidence | $15.93M | 9.01% | 140.65K shares | 10.87% → 9.01%-1.86 pp -8.69K (-5.82%) | Reduced | ▾ |
| 05 | AAPLAPPLE INC View history and evidence | $13.86M | 7.84% | 47.90K shares | 7.29% → 7.84%+0.55 pp -1.16K (-2.37%) | Reduced | ▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $13.26M | 7.50% | 55.62K shares | 6.94% → 7.50%+0.56 pp -1.24K (-2.17%) | Reduced | ▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $13.02M | 7.37% | 34.91K shares | 7.73% → 7.37%-0.36 pp -745 (-2.09%) | Reduced | ▾ |
| 08 | WMWASTE MANAGEMENT INC View history and evidence | $11.80M | 6.68% | 52.96K shares | 7.31% → 6.68%-0.63 pp -1.34K (-2.47%) | Reduced | ▾ |
| 09 | TJXTJX COMPANIES INC View history and evidence | $10.84M | 6.14% | 71.57K shares | 6.84% → 6.14%-0.70 pp -1.55K (-2.13%) | Reduced | ▾ |
| 10 | COSTCOSTCO WHOLESALE CORP View history and evidence | $10.38M | 5.88% | 11.10K shares | 6.89% → 5.88%-1.01 pp -702 (-5.95%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1767217 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 176716270
}Take these holdings further.
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