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Alex Butters

Tlwm

Assets Managed
$614.942M
Holdings
73
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
10.77%(2Q avg: 6.2%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Tlwm's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Tlwm over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 614.942M in assets, with a quarterly growth rate of 10.77% and a 2-quarter average growth rate of 6.2%. The portfolio is managed by Alex Butters, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.65%
20.82%
$127.985M
171,390 shares@ $746.75 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Decreased -0.48%
20.31%
$124.856M
292,816 shares@ $426.4 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
Increased 0.24%
11.67%
$71.716M
942,276 shares@ $76.11 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 0.14%
7.53%
$46.295M
389,066 shares@ $118.99 avg price
BSCQ
Invesco Bulletshares 2026 Cb
Recent Activity
Increased 1.88%
5.51%
$33.868M
1.735M shares@ $19.53 avg price
BSCS
Invesco Bulletshares 2028 Cb
Recent Activity
Increased 1.87%
5.46%
$33.55M
1.647M shares@ $20.37 avg price
BSCU
Invesco Bulletshares 2030 Cb
Recent Activity
Increased 2.52%
5.02%
$30.811M
1.851M shares@ $16.65 avg price
BSCT
Invesco Bulletshares 2029 Cb
Recent Activity
Increased 2.12%
4.83%
$29.699M
1.599M shares@ $18.58 avg price
BSCR
Invesco Bulletshares 2027 Cb
Recent Activity
Increased 2.47%
4.31%
$26.444M
1.348M shares@ $19.62 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 30.23%
0.79%
$4.839M
24,182 shares@ $200.1 avg price

1-10 of 73