Sign In
test

David VerVelde

Tlw Wealth Management, Llc

Assets Managed
$170.74M
Holdings
16
Last Quarter
2026 - Q1
Filed Date
2mo 23d ago
Growth Rate
-1.53%(2Q avg: -1.16%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tlw Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Tlw Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 170.74M in assets, with a quarterly growth rate of -1.53% and a 2-quarter average growth rate of -1.16%. The portfolio is managed by David VerVelde, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.56%
14.43%
$24.633M
85,871 shares@ $286.87 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.07%
10.97%
$18.726M
39,078 shares@ $479.21 avg price
WMT
Walmart Inc
Recent Activity
Increased 0.31%
10.88%
$18.56M
149,339 shares@ $124.29 avg price
DE
Deere & Co
Recent Activity
Increased 0.47%
9.68%
$16.519M
29,326 shares@ $563.31 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.55%
7.74%
$13.198M
35,655 shares@ $370.18 avg price
WM
Waste Management Inc
Recent Activity
Increased 2.03%
7.31%
$12.478M
54,300 shares@ $229.79 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.53%
7.3%
$12.45M
49,056 shares@ $253.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 3.29%
6.94%
$11.842M
56,857 shares@ $208.27 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 1.18%
6.89%
$11.76M
11,802 shares@ $996.44 avg price
TJX
Tjx Companies Inc
Recent Activity
Increased 1.33%
6.84%
$11.678M
73,123 shares@ $159.7 avg price

1-10 of 16