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Equibles

TLW Wealth Management, LLC

Location
INDIAN ROCKS BEACH, FL
Portfolio Value
Small $176,716,173
Diversification
Diversified
Filing Date
Global Rank
#6,879 / 8,795 ▼ 730 · as of Jun 2026
Top Industry
Internet Content & Information 18.8%
Period ended 3 months ago
Filed Jul 28, 2026 · 2mo
26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

20 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
16.3%
+1.9 pts
Top 5
54.2%
+0.5 pts
Top 10
87.8%
−1.2 pts
HHI
897
Sep 2023 → Jun 2026 · range 759 – 897
Diversified+16

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Consumer Cyclical 21.4% $37,881,230
Communication Services 18.8% $33,178,929
Industrials 18.7% $32,968,544
Technology 15.2% $26,881,025
Consumer Defensive 14.9% $26,314,189
Financial Services 11.0% $19,458,489
Unclassified 0.0% $33,767

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
1 positions
Ticker Δ Shares Shares Value Open
FAST +504 62,418 $2,997,936

Trimmed

Positions the filer reduced
13 positions
Ticker Δ Shares Shares Value Open
WMT −8,685 140,654 $15,930,472
GOOGL −4,428 81,443 $28,776,255
TJX −1,554 71,569 $10,842,703
WM −1,341 52,959 $11,803,501
CROX −1,319 61,790 $7,454,345
AMZN −1,235 55,622 $13,256,947
AAPL −1,161 47,895 $13,858,897
BRK-B −924 38,154 $19,091,880
MSFT −745 34,910 $13,022,128
DE −706 28,620 $18,154,524
COST −702 11,100 $10,383,717
META −555 7,816 $4,402,674
HD −307 17,579 $6,199,761

New Positions

Positions the filer opened this quarter
4 positions
Ticker Shares Value Open
JPM 1,120 $366,609
FNDA 1,166 $33,767
SUNB 100 $7,481
CTAS 30 $5,102

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
20 tracked positions · $176,716,173 total · filing declares 20 positions · $176,716,270 · as of Jun 30, 2026
All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Industrials Technology
Ticker Company Shares Value (USD) % of Portfolio History
GOOGL
Alphabet Inc.
Communication Services 		81,443 $28,776,255 16.28%
BRK-B
Berkshire Hathaway Inc
Financial Services 		38,154 $19,091,880 10.80%
DE
Deere & Co
Industrials 		28,620 $18,154,524 10.27%
WMT
Walmart Inc.
Consumer Defensive 		140,654 $15,930,472 9.01%
AAPL
Apple Inc.
Technology 		47,895 $13,858,897 7.84%
AMZN
Amazon Com Inc
Consumer Cyclical 		55,622 $13,256,947 7.50%
MSFT
Microsoft Corp
Technology 		34,910 $13,022,128 7.37%
WM
Waste Management Inc
Industrials 		52,959 $11,803,501 6.68%
TJX
Tjx Companies Inc /De/
Consumer Cyclical 		71,569 $10,842,703 6.14%
COST
Costco Wholesale Corp /New
Consumer Defensive 		11,100 $10,383,717 5.88%
CROX
Crocs, Inc.
Consumer Cyclical 		61,790 $7,454,345 4.22%
HD
Home Depot, Inc.
Consumer Cyclical 		17,579 $6,199,761 3.51%
META
Meta Platforms, Inc.
Communication Services 		7,816 $4,402,674 2.49%
FAST
Fastenal Co
Industrials 		62,418 $2,997,936 1.70%
JPM
Jpmorgan Chase & Co
Financial Services 		1,120 $366,609 0.21%
MAR
Marriott International Inc /Md/
Consumer Cyclical 		218 $80,788 0.05%
TSLA
Tesla, Inc.
Consumer Cyclical 		111 $46,686 0.03%
FNDA
Schwab Fundamental U.S. Small Company ETF
1,166 $33,767 0.02%
SUNB
Sunbelt Rentals Holdings, Inc.
Industrials 		100 $7,481 0.00%
CTAS
Cintas Corp
Industrials 		30 $5,102 0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.