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Home > Institutional Investor > Tlw Wealth Management, Llc > Profile

Instuitional Investor - Tlw Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Tlw Wealth Management, Llc
Portfolio Value $179,494,185
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 42,780 $20,781,241 11.58%
2.
Microsoft Corp
 MSFT 37,457 $18,631,486 10.38%
3.
Alphabet Inc.
 GOOGL 94,038 $16,681,401 9.29%
4.
Deere & Co
 DE 31,386 $15,959,467 8.89%
5.
Walmart Inc.
 WMT 161,904 $15,830,973 8.82%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)