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TLW Wealth Management, LLC

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13F filer, CIK 1767217, INDIAN ROCKS BEACH, FL

TLW Wealth Management, LLC reported $179,494,185 across 17 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-30. Its ten largest share positions make up 82.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001767217-25-000004

Period
2025-06-30
Reported value
$179M
Holdings
17
Top 10 weight
82.96%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INTUnew+974$767K
FASTnew+16,635$699K
METAadded+872$644K
AMZNadded+1,565$343K
TSLAadded+584$186K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-2,182-$448K
XLKexited-217-$44.9K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001767217-25-000004, largest first. % of portfolio is the value over $179,494,185, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,722 shares; 2024Q4: 42,489 shares; 2025Q1: 42,667 shares; 2025Q2: 42,780 shares 42,780$20.8M11.58%+113Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,965 shares; 2024Q4: 36,964 shares; 2025Q1: 37,355 shares; 2025Q2: 37,457 shares 37,457$18.6M10.38%+102Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,857 shares; 2024Q4: 93,128 shares; 2025Q1: 93,687 shares; 2025Q2: 94,038 shares 94,038$16.7M9.29%+351Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,487 shares; 2024Q4: 31,442 shares; 2025Q1: 31,256 shares; 2025Q2: 31,386 shares 31,386$16M8.89%+130Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,885 shares; 2024Q4: 159,377 shares; 2025Q1: 161,459 shares; 2025Q2: 161,904 shares 161,904$15.8M8.82%+445Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,605 shares; 2024Q4: 55,633 shares; 2025Q1: 59,127 shares; 2025Q2: 59,407 shares 59,407$13.6M7.57%+280Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,214 shares; 2024Q4: 13,275 shares; 2025Q1: 13,601 shares; 2025Q2: 13,638 shares 13,638$13.5M7.52%+37Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,735 shares; 2024Q4: 55,234 shares; 2025Q1: 56,315 shares; 2025Q2: 57,880 shares 57,880$12.7M7.07%+1,565Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,945 shares; 2024Q4: 55,544 shares; 2025Q1: 56,171 shares; 2025Q2: 53,989 shares 53,989$11.1M6.17%-2,182Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,905 shares; 2024Q4: 112,032 shares; 2025Q1: 99,751 shares; 2025Q2: 100,329 shares 100,329$10.2M5.66%+578Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,063 shares; 2024Q4: 74,245 shares; 2025Q1: 75,672 shares; 2025Q2: 75,822 shares 75,822$9.36M5.22%+150Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,067 shares; 2024Q4: 22,443 shares; 2025Q1: 23,078 shares; 2025Q2: 23,168 shares 23,168$8.49M4.73%+90Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,361 shares; 2025Q1: 7,469 shares; 2025Q2: 8,341 shares 8,341$6.16M3.43%+872Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,991 shares; 2024Q4: 12,235 shares; 2025Q1: 15,280 shares; 2025Q2: 15,864 shares 15,864$5.04M2.81%+584Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 974 shares 974$767K0.43%newTimeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,635 shares 16,635$699K0.39%newTimeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares 218$59.6K0.03%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XLKSELECT SECTOR SPDR TR217$44.9Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001767217-25-000004 base2025-07-30acceptance time not in the bulk data set