TLW Wealth Management, LLC holds a focused book of 20 stocks worth $176.7M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened JPMorgan Chase & Co and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 16% of the equity book. Cloning the disclosed picks since 2024 would be +29% (+15.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1767217/holdings"
Use Arkolith to show TLW Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 7.9 points over this window.
Growth of $10,000 cloning TLW Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as TLW Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 27 / 20 | $1.4T |
| FMR LLC | 27 / 20 | $453.9B |
| MORGAN STANLEY | 27 / 20 | $334.8B |
| JPMORGAN CHASE & CO | 27 / 20 | $296.1B |
| BANK OF AMERICA CORP /DE/ | 27 / 20 | $194.9B |
| NORTHERN TRUST CORP | 27 / 20 | $189.1B |
| GOLDMAN SACHS GROUP INC | 27 / 20 | $147.8B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 27 / 20 | $131.1B |
Ranked by how many of TLW Wealth Management, LLC's top 20 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL C | $28.8M | 81.4K | 16.3% | ▼−5.2% Reduced · −4K sh | |
| 2 | Berkshire Hathaway Inc Del CL B NEW | $19.1M | 38.2K | 10.8% | ▼−2.4% Reduced · −924 sh | |
| 3 | Deere & Co COM | $18.2M | 28.6K | 10.3% | ▼−2.4% Reduced · −706 sh | |
| 4 | Walmart Inc COM | $15.9M | 140.7K | 9.0% | ▼−5.8% Reduced · −9K sh | |
| 5 | Apple Inc COM | $13.9M | 47.9K | 7.8% | ▼−2.4% Reduced · −1K sh | |
| 6 | Amazon Com Inc COM | $13.3M | 55.6K | 7.5% | ▼−2.2% Reduced · −1K sh | |
| 7 | Microsoft Corp COM | $13.0M | 34.9K | 7.4% | ▼−2.1% Reduced · −745 sh | |
| 8 | Waste Mgmt Inc Del COM | $11.8M | 53.0K | 6.7% | ▼−2.5% Reduced · −1K sh | |
| 9 | TJX Cos Inc New COM | $10.8M | 71.6K | 6.1% | ▼−2.1% Reduced · −2K sh | |
| 10 | Costco Wholesale Corporation COM | $10.4M | 11.1K | 5.9% | ▼−5.9% Reduced · −702 sh | |
| 11 | Crocs Inc COM | $7.5M | 61.8K | 4.2% | ▼−2.1% Reduced · −1K sh | |
| 12 | Home Depot Inc COM | $6.2M | 17.6K | 3.5% | ▼−1.7% Reduced · −307 sh | |
| 13 | Meta Platforms Inc CL A | $4.4M | 7.8K | 2.5% | ▼−6.6% Reduced · −555 sh | |
| 14 | Fastenal Co COM | $3.0M | 62.4K | 1.7% | ▲+0.8% Added · +504 sh | |
| 15 | JPMorgan Chase & Co COM | $367K | 1.1K | 0.2% | ▲New New position | |
| 16 | Marriott Intl Inc New CL A | $81K | 218 | 0.0% | —Held | |
| 17 | Tesla Inc COM | $47K | 111 | 0.0% | —Held | |
| 18 | Schwab Strategic TR US BRD MKT ETF | $34K | 1.2K | 0.0% | ▲New New position | |
| 19 | Sunbelt Rentals Holdings Inc SHS | $7K | 100 | 0.0% | ▲New New position | |
| 20 | Cintas Corp COM | $5K | 30 | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 20 | $176.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 16 | $170.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 19 | $173.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 19 | $174.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 17 | $179.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 16 | $166.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 17 | $167.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 19 | $168.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.