TLW Wealth Management, LLC
•CIK: 1767217•Filing: Q4 2025
**TLW Wealth Management, LLC** manages $173M across a concentrated portfolio of 19 positions. The fund exhibits significant exposure to mega-cap technology and consumer staples, with top holdings including GOOG ($27.1M) and BRK/B ($19.7M). Further notable allocations include MSFT ($16.7M), WMT ($16.6M), and AAPL ($13.3M). This structure suggests a core focus on established market leaders across diverse, defensive sectors.
Total AUM
$173.4M
QoQ Performance
-0.8%
Positions
19
Top 10 Concentration
87.9%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOG
BRK/B
MSFT
WMT
DE
AAPL
AMZN
WM
GOOG15.6%
BRK/B11.3%
MSFT9.6%
WMT9.6%
DE7.8%
AAPL7.7%
AMZN7.3%
WM6.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology35.4%
Consumer29.0%
Other16.4%
Financial11.3%
Industrial7.8%
Changes from Q3 2025
↑6 increased
↓11 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023