TLW Wealth Management, LLC
All 13F Filings
- Location
- Indian Rocks Beach, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 170,740
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 16 | 170,740 | 13F-HR | TLW Wealth Management, LLC |
| Q4 2025 | 2/5/2026 | 19 | 173,395 | 13F-HR | TLW Wealth Management, LLC |
| Q3 2025 | 10/28/2025 | 19 | 174,783 | 13F-HR | TLW Wealth Management, LLC |
| Q2 2025 | 7/30/2025 | 17 | 179,494 | 13F-HR | TLW Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 170.7 K | 100.0% | 0 | 2.652 K | -2.652 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
170,740
Holdings
16
QoQ value change ($000)
-2,655
(-1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.