TLW Wealth Management, LLC
20 holdingsFiling period: 2026-06-30Current AUM: $180.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 81.4K | $28.8M | $27.8M | 15.42% | -4,428 | 2026-06-30 |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 38.2K | $19.1M | $19.1M | 10.59% | -924 | 2026-06-30 |
| 3 | DE | DEERE & CO | 28.6K | $18.2M | $19.6M | 10.86% | -706 | 2026-06-30 |
| 4 | WMT | WALMART INC | 140.7K | $15.9M | $15.2M | 8.43% | -8,685 | 2026-06-30 |
| 5 | AAPL | APPLE INC | 47.9K | $13.9M | $15.9M | 8.80% | -1,161 | 2026-06-30 |
| 6 | AMZN | AMAZON COM INC | 55.6K | $13.3M | $13.8M | 7.66% | -1,235 | 2026-06-30 |
| 7 | MSFT | MICROSOFT CORP | 34.9K | $13.0M | $17.4M | 9.63% | -745 | 2026-06-30 |
| 8 | WM | WASTE MGMT INC DEL | 53.0K | $11.8M | $11.5M | 6.38% | -1,341 | 2026-06-30 |
| 9 | TJX | TJX COS INC NEW | 71.6K | $10.8M | $8.9M | 4.95% | -1,554 | 2026-06-30 |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 11.1K | $10.4M | $10.0M | 5.55% | -702 | 2026-06-30 |
| 11 | CROX | CROCS INC | 61.8K | $7.5M | $6.9M | 3.82% | -1,319 | 2026-06-30 |
| 12 | HD | HOME DEPOT INC | 17.6K | $6.2M | $5.4M | 2.98% | -307 | 2026-06-30 |
| 13 | META | META PLATFORMS INC | 7.8K | $4.4M | $5.2M | 2.91% | -555 | 2026-06-30 |
| 14 | FAST | FASTENAL CO | 62.4K | $3.0M | $3.1M | 1.71% | +504 | 2026-06-30 |
| 15 | JPM | JPMORGAN CHASE & CO | 1.1K | $366K | $394K | 0.22% | -- | 2026-06-30 |
| 16 | MAR | MARRIOTT INTL INC NEW | 218 | $80K | $73K | 0.04% | -- | 2026-06-30 |
| 17 | TSLA | TESLA INC | 111 | $46K | $39K | 0.02% | -- | 2026-06-30 |
| 18 | SCHB | SCHWAB STRATEGIC TR | 1.2K | $33K | $33K | 0.02% | -- | 2026-06-30 |
| 19 | SUNB | SUNBELT RENTALS HOLDINGS INC | 100 | $7K | $7K | 0.00% | -- | 2026-06-30 |
| 20 | CTAS | CINTAS CORP | 30 | $5K | $6K | 0.00% | -- | 2026-06-30 |
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