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TLW Wealth Management, LLC
CIK:0001767217
Investment Adviser
$175M AUM
17 holdings
Indian Rocks Beach, FL, USA
TLW Wealth Management is a simplified wealth management firm that invests in what they believe to be the best companies worldwide. They leverage over 70 years of investment expertise, focusing on a long-term value-driven approach.
Investment Strategy
Long-term value-driven approach
Latest 13F Filing Activity
TLW Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 17 equity positions with a total 13F market value of $179M. The fund increased holdings in Microsoft Corp., Alphabet Inc., Amazon Com Inc. among other positions. TLW Wealth Management, LLC reduced exposure to Berkshire Hathaway Inc. Del, Apple Inc., Crocs Inc. among others.
Top Holdings
Equity Positions (17)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 11.58% | $20.8M | 42,780 | $211.26 | $485.77 | -$1.9M | |
M MSFT | MICROSOFT CORP | 10.38% | $18.6M | 37,457 | $124.86 | $497.41 | +$4.6M |
G GOOG | ALPHABET INC | 9.29% | $16.7M | 94,038 | $64.49 | $177.39 | +$2.0M |
D DE | DEERE & CO | 8.89% | $16.0M | 31,386 | $165.47 | $508.49 | +$1.3M |
W WMT | WALMART INC | 8.82% | $15.8M | 161,904 | $42.31 | $97.78 | +$1.7M |
Industry Allocation
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+27.7%
RETAIL-VARIETY STORES
+15.4%
FIRE, MARINE & CASUALTY INSURANCE
+11.9%
SERVICES-PREPACKAGED SOFTWARE
+10.9%
FARM MACHINERY & EQUIPMENT
+7.9%
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