TLW Wealth Management, LLC - Portfolio overview

TLW Wealth Management, LLC has 19 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Cyclical and Industrials.

Largest reported holdings by portfolio allocation

1. GOOG - ALPHABET INC, 14.39%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 10.94%
3. WMT - WALMART INC, 10.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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