TLW Wealth Management, LLC
Top Portfolio Positions
15 positions ·
$146,107,017 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
39,078 | $18,726,177 | 12.82% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
149,339 | $18,559,850 | 12.70% | |
| DE |
Deere & Co
Industrials
|
29,326 | $16,519,335 | 11.31% | |
| MSFT |
Microsoft Corp
Technology
|
35,655 | $13,198,411 | 9.03% | |
| WM |
Waste Management Inc
Industrials
|
54,300 | $12,477,597 | 8.54% | |
| AAPL |
Apple Inc.
Technology
|
49,056 | $12,449,922 | 8.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
56,857 | $11,841,607 | 8.10% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
11,802 | $11,759,866 | 8.05% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
73,123 | $11,677,743 | 7.99% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
17,886 | $5,882,526 | 4.03% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CROX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,239,309 | 63,109 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,193,373 | 60,727 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,074,689 | 96,645 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $10,161,321 | 100,329 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $10,593,556 | 99,751 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $12,270,864 | 112,032 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $16,204,963 | 111,905 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $16,400,153 | 112,376 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $16,384,572 | 113,940 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $10,702,730 | 114,578 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $11,543,042 | 130,829 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $14,683,989 | 130,594 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $16,606,882 | 131,342 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $14,455,128 | 133,313 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $9,225,638 | 134,367 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $7,475,176 | 153,589 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $11,215,290 | 146,797 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $18,128,769 | 141,388 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $20,112,022 | 140,173 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $16,812,787 | 144,291 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $11,960,179 | 148,666 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $12,390,952 | 197,749 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,156,184 | 214,280 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $8,896,963 | 241,634 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,093,196 | 240,918 | Shares | Sole | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||