TLW Wealth Management
TLW Wealth Management reported 23 stocks worth $182M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are GOOG (15.4%), DE (10.6%) and BRK.B (10.6%). Compared with Q2 2026, the fund opened new positions in CMG, PYPL and SPCX, added to GOOG, DE and BRK.B and trimmed COST and JPM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOG Alphabet Inc | $28M | 15.4% | 82K | +694 (+1%) | 8 of 8 | |
| 2 |  DE Deere & Co | $19.3M | 10.6% | 29K | +155 (+1%) | 8 of 8 | |
| 3 |  BRK.B Berkshire Hathaway Inc Del | $19.2M | 10.6% | 39K | +460 (+1%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $18M | 9.9% | 35K | +256 (+1%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $16.1M | 8.8% | 48K | +434 (+1%) | 8 of 8 | |
| 6 |  WMT Walmart Inc | $14.8M | 8.1% | 142K | +1,616 (+1%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $14M | 7.7% | 56K | +735 (+1%) | 8 of 8 | |
| 8 |  WM Waste Mgmt Inc Del | $11M | 6.0% | 54K | +948 (+2%) | 8 of 8 | |
| 9 |  COST Costco Whsl Corp New | $9.7M | 5.3% | 11K | −452 (−4%) | 8 of 8 | |
| 10 |  TJX Tjx Cos Inc New | $9.6M | 5.3% | 73K | +1,150 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →TLW Wealth Management 13F FAQ
What does TLW Wealth Management own?
TLW Wealth Management reported 23 stocks worth $182M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are GOOG (15.4%), DE (10.6%) and BRK.B (10.6%). The table above lists every position in the filing (the top 10 without an account).
What did TLW Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 16 added to, 2 trimmed and 0 sold out. New positions include CMG, PYPL and SPCX.
When will TLW Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is TLW Wealth Management's portfolio worth?
The Q3 2026 filing reports $182M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.