TLW Wealth Management, LLC reported 20 holdings worth US$177M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
TLW Wealth Management, LLC reported 20 holdings worth US$177M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Berkshire Hathaway Inc. and Deere & Company. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 20
- Value as reported
- US$177M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 80,522 | US$28.8M | 16.3% |
| Berkshire Hathaway Inc. | 38,154 | US$19.1M | 10.8% |
| Deere & Company | 28,620 | US$18.2M | 10.3% |
| Walmart Inc. | 141K | US$15.9M | 9.0% |
| Apple Inc | 47,895 | US$13.9M | 7.8% |
| Amazon.com, Inc. | 55,622 | US$13.3M | 7.5% |
| Microsoft Corp. | 34,910 | US$13M | 7.4% |
| Waste Management, Inc. | 52,959 | US$11.8M | 6.7% |
| Tjx Companies, Inc. (the) | 71,569 | US$10.8M | 6.1% |
| Costco Wholesale Corporation | 11,100 | US$10.4M | 5.9% |
| Crocs, Inc. | 61,790 | US$7.45M | 4.2% |
| Home Depot, Inc. (the) | 17,579 | US$6.2M | 3.5% |
| Meta Platforms, Inc. | 7,816 | US$4.4M | 2.5% |
| Fastenal Company | 62,418 | US$3M | 1.7% |
| Jp Morgan Chase & Co. | 1,120 | US$367K | 0.21% |
| Marriott International | 218 | US$80,789 | 0.05% |
| Tesla, Inc. | 111 | US$46,687 | 0.03% |
| Sunbelt Rentals Holdings, Inc. | 100 | US$7,481 | <0.01% |
| Cintas Corporation | 30 | US$5,102 | <0.01% |