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TLW Wealth Management, LLC
Period ended Sep 30, 2026 · Latest filing Oct 27, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $181,841,777
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $27,987,384
- DEERE & CO · COM · 244199105 · shares: $19,323,873
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $19,227,841
- MICROSOFT CORP · COM · 594918104 · shares: $18,036,680
- APPLE INC · COM · 037833100 · shares: $16,094,629
- WALMART INC · COM · 931142103 · shares: $14,784,721
- AMAZON COM INC · COM · 023135106 · shares: $14,041,347
- WASTE MGMT INC DEL · COM · 94106L109 · shares: $10,992,715
- COSTCO WHOLESALE CORPORATION · COM · 22160K105 · shares: $9,693,300
- TJX COS INC NEW · COM · 872540109 · shares: $9,621,451
Reported holdings
23 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 82,137 shares | $27,987,384 |
| DEERE & CO | COM | 244199105 | — | 28,775 shares | $19,323,873 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 38,614 shares | $19,227,841 |
| MICROSOFT CORP | COM | 594918104 | — | 35,166 shares | $18,036,680 |
| APPLE INC | COM | 037833100 | — | 48,329 shares | $16,094,629 |
| WALMART INC | COM | 931142103 | — | 142,270 shares | $14,784,721 |
| AMAZON COM INC | COM | 023135106 | — | 56,357 shares | $14,041,347 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 53,907 shares | $10,992,715 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 10,648 shares | $9,693,300 |
| TJX COS INC NEW | COM | 872540109 | — | 72,719 shares | $9,621,451 |
| CROCS INC | COM | 227046109 | — | 62,102 shares | $7,285,186 |
| META PLATFORMS INC | CL A | 30303M102 | — | 8,055 shares | $5,841,325 |
| HOME DEPOT INC | COM | 437076102 | — | 18,006 shares | $5,122,527 |
| FASTENAL CO | COM | 311900104 | — | 64,201 shares | $3,179,876 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 1,000 shares | $330,830 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 4,843 shares | $141,944 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 218 shares | $77,536 |
| TESLA INC | COM | 88160R101 | — | 115 shares | $40,803 |
| SUNBELT RENTALS HOLDINGS INC | SHS | 866966104 | — | 100 shares | $7,321 |
| CINTAS CORP | COM | 172908105 | — | 35 shares | $6,827 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | — | 60 shares | $1,917 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 30 shares | $1,593 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 1 shares | $151 |