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The Analysis of TLW Wealth Management, LLC's Holdings & P&L

Currently, TLW Wealth Management, LLC holds 20 types of securities in its portfolio with a total value $176.7M. In the most recent quarter, they have increased their positions in N/A (+1.1K shares, valued at $366.6K), SCHB (+1.2K shares, valued at $33.8K), FAST (+504 shares, valued at $24.2K); decreased their positions in GOOG (-4.4K shares, valued at $1.6M), WMT (-8.7K shares, valued at $983.7K), N/A (-702 shares, valued at $656.7K); initiated new positions in N/A (+1.1K shares, valued at $366.6K), SCHB (+1.2K shares, valued at $33.8K), SUNB (+100 shares, valued at $7.5K).

1M P&L

+4.0M+2.54%

3M P&L

+10.9M+7.30%

HY P&L

+10.5M+7.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Content & Information28.8M

19.2%

2Insurance - Diversified19.1M

12.7%

3Farm & Heavy Construction Machinery18.2M

12.1%

Top Industries by Stock Count

1N/A2 stocks

12.5%

2Footwear & Accessories1 stocks

6.3%

3Industrial Distribution1 stocks

6.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOG ALPHABET INC81.4K shares-5.16%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL38.2K shares-2.36%2026-06-302026-07-28

DE DEERE & CO28.6K shares-2.41%2026-06-302026-07-28

WMT WALMART INC140.7K shares-5.82%2026-06-302026-07-28

AAPL APPLE INC47.9K shares-2.37%2026-06-302026-07-28

AMZN AMAZON COM INC55.6K shares-2.17%2026-06-302026-07-28

MSFT MICROSOFT CORP34.9K shares-2.09%2026-06-302026-07-28

WASTE MGMT INC DEL WASTE MGMT INC DEL53.0K shares-2.47%2026-06-302026-07-28

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TJX TJX COS INC NEW71.6K shares-2.13%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION11.1K shares-5.95%2026-06-302026-07-28

CROX CROCS INC61.8K shares-2.09%2026-06-302026-07-28

HD HOME DEPOT INC17.6K shares-1.72%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC7.8K shares-6.63%2026-06-302026-07-28

FAST FASTENAL CO62.4K shares0.81%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.1K sharesnew addition2026-06-302026-07-28

MAR MARRIOTT INTL INC NEW218 shares0.00%2026-06-302026-07-28

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TSLA TESLA INC111 shares0.00%2026-06-302026-07-28

SCHB SCHWAB STRATEGIC TR1.2K sharesnew addition2026-06-302026-07-28

SUNB SUNBELT RENTALS HOLDINGS INC100 sharesnew addition2026-06-302026-07-28

CTAS CINTAS CORP30 sharesnew addition2026-06-302026-07-28

GOOG

ALPHABET INC

-5.16%

Shares81.4K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.36%

Shares38.2K

Event2026-06-30

Filed2026-07-28

DEERE & CO

-2.41%

Shares28.6K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

-5.82%

Shares140.7K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

-2.37%

Shares47.9K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

-2.17%

Shares55.6K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

-2.09%

Shares34.9K

Event2026-06-30

Filed2026-07-28

WASTE MGMT INC DEL

-2.47%

Shares53.0K

Event2026-06-30

Filed2026-07-28

TJX

TJX COS INC NEW

-2.13%

Shares71.6K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

-5.95%

Shares11.1K

Event2026-06-30

Filed2026-07-28

CROX

CROCS INC

-2.09%

Shares61.8K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

-1.72%

Shares17.6K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

-6.63%

Shares7.8K

Event2026-06-30

Filed2026-07-28

FAST

FASTENAL CO

0.81%

Shares62.4K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

New

Shares1.1K

Event2026-06-30

Filed2026-07-28

MAR

MARRIOTT INTL INC NEW

0.00%

Shares218

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

0.00%

Shares111

Event2026-06-30

Filed2026-07-28

SCHB

SCHWAB STRATEGIC TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

SUNB

SUNBELT RENTALS HOLDINGS INC

New

Shares100

Event2026-06-30

Filed2026-07-28

CTAS

CINTAS CORP

New

Shares30

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available