TLW Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), TLW Wealth Management, LLC reported 16 stock positions worth $166.6 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 13.6% of the portfolio, followed by Deere (DE, 8.8%) and Alphabet Class C (GOOG, 8.8%). Compared with Q4 2024, it sold out of 1, added to 12 and reduced 3. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +0%) and the biggest sale Crocs (CROX, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- INDIAN ROCKS BEACH, FL
- CIK
- 0001767217
- Portfolio Value
- $166.6M (Q1 2025)
- SEC Filing
- 0001767217-25-000002 ↗ filed Apr 28, 2025
Holdings Value
Holdings 16 stocks · $166.6M
| BRK.B Berkshire Hathaway Inc. Class B | 13.64% | 42,667 | $22.7M | Add +0.4% |
| DE Deere & Co. | 8.81% | 31,256 | $14.7M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 8.79% | 93,687 | $14.6M | Add +0.6% |
| WMT Walmart Inc. | 8.51% | 161,459 | $14.2M | Add +1.3% |
| MSFT Microsoft Corp. | 8.42% | 37,355 | $14.0M | Add +1.1% |
| WM Waste Management Inc. | 8.22% | 59,127 | $13.7M | Add +6.3% |
| COST Costco Wholesale Corp. | 7.72% | 13,601 | $12.9M | Add +2.5% |
| AAPL Apple Inc. | 7.49% | 56,171 | $12.5M | Add +1.1% |
| AMZN Amazon.com Inc. | 6.43% | 56,315 | $10.7M | Add +2.0% |
| CROX Crocs Inc. | 6.36% | 99,751 | $10.6M | Reduce -11.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 5.53% | 75,672 | $9.2M | Add +1.9% |
| HD Home Depot Inc. | 5.08% | 23,078 | $8.5M | Add +2.8% |
| META Meta Platforms Inc. Class A | 2.58% | 7,469 | $4.3M | Add +39.3% |
| TSLA Tesla Inc. | 2.38% | 15,280 | $4.0M | Add +24.9% |
| MAR Marriott International Class A | 0.03% | 218 | $52K | No change |
| XLK SS Technology Select Sector | 0.03% | 217 | $45K | Reduce -0.5% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 13.64% | +2.17 |
| WM Waste Management Inc. | Add +6.3% | 8.22% | +1.53 |
| META Meta Platforms Inc. Class A | Add +39.3% | 2.58% | +0.71 |
| COST Costco Wholesale Corp. | Add +2.5% | 7.72% | +0.48 |
| TJX TJX Companies Inc. | Add +1.9% | 5.53% | +0.19 |
| WMT Walmart Inc. | Add +1.3% | 8.51% | −0.07 |
| HD Home Depot Inc. | Add +2.8% | 5.08% | −0.12 |
| TSLA Tesla Inc. | Add +24.9% | 2.38% | −0.57 |
| AMZN Amazon.com Inc. | Add +2.0% | 6.43% | −0.79 |
| AAPL Apple Inc. | Add +1.1% | 7.49% | −0.80 |
| MSFT Microsoft Corp. | Add +1.1% | 8.42% | −0.86 |
| GOOG Alphabet Inc. Class C | Add +0.6% | 8.79% | −1.78 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $176.7M | GOOG, BRK.B, DE, WMT, AAPL |
| Q1 2026 | 16 | $170.7M | GOOG, BRK.B, WMT, DE, MSFT |
| Q4 2025 | 19 | $173.4M | GOOG, BRK.B, MSFT, WMT, DE |
| Q3 2025 | 19 | $174.8M | GOOG, BRK.B, MSFT, WMT, DE |
| Q2 2025 | 17 | $179.5M | BRK.B, MSFT, GOOG, DE, WMT |
| Q1 2025 | 16 | $166.6M | BRK.B, DE, GOOG, WMT, MSFT |
| Q4 2024 | 17 | $167.9M | BRK.B, GOOG, MSFT, WMT, AAPL |
| Q3 2024 | 19 | $168.4M | BRK.B, CROX, MSFT, GOOG, DE |
| Q2 2024 | 21 | $160.5M | BRK.B, GOOG, MSFT, CROX, WM |
| Q1 2024 | 21 | $157.0M | BRK.B, CROX, MSFT, GOOG, DE |