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CIK: 0001767217
Total reported value
$176.7M
$176.7M
16 檔
45.4%
According to the latest 13F quarterly dataset, TLW Wealth Management, LLC managed an equity portfolio of $176.7M at the end of Q1 2025, spanning 16 distinct U.S. exchange-listed positions.
In Q1 2025, TLW Wealth Management, LLC displayed an active expansion posture, initiating 16 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 13.64% | -0.17% | +0.42% | |
| 2 | DE | Deere & Co | Stock-Industrials | 8.81% | +0.59% | -0.59% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 8.79% | +1.85% | +0.60% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 8.51% | -1.86% | +1.31% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 8.42% | -0.36% | +1.06% | |
| 6 | WM | Waste Management Inc | Stock-Industrials | 8.22% | -0.63% | +6.28% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 7.72% | -1.01% | +2.46% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 7.49% | +0.55% | +1.13% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.43% | +0.56% | +1.96% | |
| 10 | CROX | Crocs Inc | Stock-Consumer Disc | 6.36% | +1.15% | -10.96% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 5.53% | -0.70% | +1.92% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 5.08% | +0.06% | +2.83% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.58% | -0.31% | +39.32% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.38% | +0.01% | +24.89% | |
| 15 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.03% | +0.01% | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 0.03% | — | -0.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | DE | Deere & Co | — | NEW | New buy |
| 3 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 4 | WMT | Walmart Inc | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | WM | Waste Management Inc | — | NEW | New buy |
| 7 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 8 | AAPL | Apple Inc | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | CROX | Crocs Inc | — | NEW | New buy |
| 11 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 12 | HD | Home Depot Inc | — | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 14 | TSLA | Tesla Inc | — | NEW | New buy |
| 15 | MAR | Marriott International -cl A | — | NEW | New buy |
| 16 | XLK | Ss Technology Select Sector | — | NEW | New buy |
According to official SEC Form 13F filings, TLW Wealth Management, LLC reported a total U.S. public equity portfolio value of $176.7M across 16 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, DE, GOOG) accounted for 45.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $22.7M
During Q1 2025, TLW Wealth Management, LLC's top holdings by market value included BRK-B (13.6%)、DE (8.8%)、GOOG (8.8%). The largest single position, BRK-B, represented 13.6% of total portfolio value.
In Q1 2025, TLW Wealth Management, LLC made 16 total portfolio adjustments, initiating 16 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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