TLW Wealth Management, LLC holds a focused book of 20 reported positions worth $176.7M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-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 reported non-option book.
TLW Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
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
+1 sector below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as TLW Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Pangea Capital Gestao de Recursos Ltda. | 3 / 20 | $126.2M |
| Hoffman, Alan N Investment Management | 5 / 20 | $144.1M |
| Prospect Hill Management, LLC | 5 / 20 | $213.3M |
| Greenbrier Partners Capital Management, LLC | 7 / 20 | $1.1B |
| I.G.Y. Ltd | 2 / 20 | $196.5M |
| H&H International Investment, LLC | 5 / 20 | $14.9B |
| Emerald Advisors, LLC | 12 / 20 | $614.5M |
| New World Advisors LLC | 12 / 20 | $446.3M |
Ranked by the share of each fund's own book sitting in the names it shares with TLW Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 | <0.1% | —Held | |
| 17 | Tesla Inc COM | $47K | 111 | <0.1% | —Held | |
| 18 | Schwab Strategic TR US BRD MKT ETF | $34K | 1.2K | <0.1% | ▲New New position | |
| 19 | Sunbelt Rentals Holdings Inc SHS | $7K | 100 | <0.1% | ▲New New position | |
| 20 | Cintas Corp COM | $5K | 30 | <0.1% | ▲New New position |
This wealth platform 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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 28d | 20 | $176.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 31d | 16 | $170.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 36d | 19 | $173.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 28d | 19 | $174.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 30d | 17 | $179.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 28d | 16 | $166.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 23d | 17 | $167.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 36d | 19 | $168.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.