Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TLW Wealth Management, LLC (CIK 1767217) reported $176.7M across 20 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOG ($28.8M, 16.28%), BRKB ($19.1M, 10.80%), DE ($18.2M, 10.27%), WMT ($15.9M, 9.01%), AAPL ($13.9M, 7.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $28.8M | 16.28% | 81,443 | Trimmed |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $19.1M | 10.80% | 38,154 | Trimmed |
| 3 | DE | DEERE & CO | $18.2M | 10.27% | 28,620 | Trimmed |
| 4 | WMT | WALMART INC | $15.9M | 9.01% | 140,654 | Trimmed |
| 5 | AAPL | APPLE INC | $13.9M | 7.84% | 47,895 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $13.3M | 7.50% | 55,622 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $13.0M | 7.37% | 34,910 | Trimmed |
| 8 | WM | WASTE MGMT INC DEL | $11.8M | 6.68% | 52,959 | Trimmed |
| 9 | TJX | TJX COS INC NEW | $10.8M | 6.14% | 71,569 | Trimmed |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $10.4M | 5.88% | 11,100 | Trimmed |
| 11 | CROX | CROCS INC | $7.5M | 4.22% | 61,790 | Trimmed |
| 12 | HD | HOME DEPOT INC | $6.2M | 3.51% | 17,579 | Trimmed |
| 13 | META | META PLATFORMS INC | $4.4M | 2.49% | 7,816 | Trimmed |
| 14 | FAST | FASTENAL CO | $3.0M | 1.70% | 62,418 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $366,610 | 0.21% | 1,120 | New |
| 16 | MAR | MARRIOTT INTL INC NEW | $80,789 | 0.05% | 218 | Hold |
| 17 | TSLA | TESLA INC | $46,687 | 0.03% | 111 | Hold |
| 18 | SCHB | SCHWAB STRATEGIC TR | $33,772 | 0.02% | 1,166 | New |
| 19 | CTAS | CINTAS CORP | $5,102 | 0.00% | 30 | New |
| 20 | SUNB | SUNBELT RENTALS HOLDINGS INC | $7,481 | 0.00% | 100 | New |
Source: SEC Form 13F filings · as of 2026-06-30