13FBOX
TLW Wealth Management, LLC · 13F Holdings
Options Calculator Rankings

TLW Wealth Management, LLC

No.7580 Data as of 2026Q2
Latest AUM (Q2 2026)
$176.7M
QoQ Change Q1 2026
+$6.0M+3.5%
Holdings
20
New Buys
4
Adds
1
Reduces
13
Exits
0
Unchanged
2
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AAlphabet Inc Class CGOOG
16.28%14.43%$28.8M81,443$24.6M85,871-4,428-5.16%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
10.8%10.97%$19.1M38,154$18.7M39,078-924-2.36%Reduce
DEERE & CODE
10.27%9.68%$18.2M28,620$16.5M29,326-706-2.41%Reduce
WALMART INCWMT
9.01%10.87%$15.9M140,654$18.6M149,339-8,685-5.82%Reduce
APPLE INCAAPL
7.84%7.29%$13.9M47,895$12.4M49,056-1,161-2.37%Reduce
AMAZON COM INCAMZN
7.5%6.94%$13.3M55,622$11.8M56,857-1,235-2.17%Reduce
MICROSOFT CORPMSFT
7.37%7.73%$13.0M34,910$13.2M35,655-745-2.09%Reduce
WASTE MGMT INC DELWM
6.68%7.31%$11.8M52,959$12.5M54,300-1,341-2.47%Reduce
TJX COS INC NEWTJX
6.14%6.84%$10.8M71,569$11.7M73,123-1,554-2.13%Reduce
COSTCO WHOLESALE CORPORATIONCOST
5.88%6.89%$10.4M11,100$11.8M11,802-702-5.95%Reduce
CROCS INCCROX
4.22%3.07%$7.5M61,790$5.2M63,109-1,319-2.09%Reduce
HOME DEPOT INCHD
3.51%3.45%$6.2M17,579$5.9M17,886-307-1.72%Reduce
META PLATFORMS INCMETA
2.49%2.81%$4.4M7,816$4.8M8,371-555-6.63%Reduce
FFASTENAL CO COMFAST
1.7%1.68%$3.0M62,418$2.9M61,914+504+0.81%Add
JPMORGAN CHASE & COJPM
0.21%$366,6101,120$00+1,120New Buy
MARRIOTT INTL INC NEWMAR
0.05%0.04%$80,789218$71,30121800.00%Unchanged
TESLA INCTSLA
0.03%0.02%$46,687111$41,26411100.00%Unchanged
SSCHWAB U.S. BROAD MARKET ETFSCHB
0.02%$33,7721,166$00+1,166New Buy
SSUNBELT RENTALS HOLDINGS INC SHSSUN
<0.01%$7,481100$00+100New Buy
CINTAS CORP COMCTAS
<0.01%$5,10230$00+30New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow