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 $170.7M across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($24.6M, 14.43%), BRK/B ($18.7M, 10.97%), WMT ($18.6M, 10.87%), DE ($16.5M, 9.68%), MSFT ($13.2M, 7.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $24.6M | 14.43% | 85,871 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.7M | 10.97% | 39,078 | Trimmed |
| 3 | WMT | WALMART INC | $18.6M | 10.87% | 149,339 | Added |
| 4 | DE | DEERE & CO | $16.5M | 9.68% | 29,326 | Added |
| 5 | MSFT | MICROSOFT CORP | $13.2M | 7.73% | 35,655 | Added |
| 6 | WM | WASTE MGMT INC DEL | $12.5M | 7.31% | 54,300 | Added |
| 7 | AAPL | APPLE INC | $12.4M | 7.29% | 49,056 | Added |
| 8 | AMZN | AMAZON COM INC | $11.8M | 6.94% | 56,857 | Added |
| 9 | COST | COSTCO WHOLESALE CORPORATION | $11.8M | 6.89% | 11,802 | Added |
| 10 | TJX | TJX COS INC NEW | $11.7M | 6.84% | 73,123 | Added |
| 11 | HD | HOME DEPOT INC | $5.9M | 3.45% | 17,886 | Added |
| 12 | CROX | CROCS INC | $5.2M | 3.07% | 63,109 | Added |
| 13 | META | META PLATFORMS INC | $4.8M | 2.81% | 8,371 | Added |
| 14 | FAST | FASTENAL CO | $2.9M | 1.68% | 61,914 | Added |
| 15 | MAR | MARRIOTT INTL INC NEW | $71,301 | 0.04% | 218 | Hold |
| 16 | TSLA | TESLA INC | $41,264 | 0.02% | 111 | Trimmed |
| 17 | INTU | INTUIT | $0 | 0.00% | 0 | Exited |
| 18 | QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | Exited |
| 19 | XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31