TLWM
TLWM Financial is a registered investment adviser headquartered in San Antonio, Texas. Founded in 2011, the firm specializes in providing wealth management and investment advisory services primarily to high net worth individuals and other retail investors. TLWM manages over $577 million in assets as of April 2025 and employs 11 professionals, the majority of whom are investors and brokers. The firm is regulated by the SEC and focuses on direct relationships with individual clients.
Investment Strategy
TLWM invests predominantly in publicly traded securities, ETFs, and diversified portfolios designed for individual and high net worth clients. The firm’s strategy emphasizes broad market exposure through core US equities and global holdings, using instruments such as SPY, IWV, ACWX, and short-term government funds, tailoring allocations according to each client’s risk profile. TLWM continuously rebalances portfolios with both tactical and strategic adjustments, focusing on long-term capital preservation and growth.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 20.74% | $115.4M | 173,214 | $335.13 | $666.18 | +$8.7M |
I IWV | ISHARES TR | 20.12% | $111.9M | 295,342 | $213.24 | $378.94 | +$8.7M |
A ACWX | ISHARES TR | 9.52% | $53.0M | 814,870 | $49.02 | $65.01 | +$3.5M |
S SGOV | ISHARES TR | 8.83% | $49.1M | 487,889 | $100.69 | $100.70 | +$339.0K |
B BSCQ | INVESCO EXCH TRD SLF IDX FD | 5.58% | $31.0M | 1,585,996 | $20.03 | $19.56 | +$553.8K |