TLW Wealth Management, LLC has filed its latest 13F-HR report, revealing a total investment value of approximately $181.8 million as of September 30, 2026. This filing is significant as it provides insights into the company’s investment strategies and positions within the financial services sector.

Founded in Nebraska, TLW Wealth Management operates in the investment advisory space, focusing on managing client assets and providing financial planning services. The company is based in Indian Rocks Beach, Florida, and has been actively filing with the SEC, with its most recent filings including a series of 13F-HR reports dating back to 2022.

According to the filing, TLW Wealth Management holds investments in a variety of prominent companies. The report indicates that the firm has allocated funds across 23 different securities, with notable holdings including:

  • Apple Inc. (CUSIP: 037833100) - $16,094,629
  • Microsoft Corp (CUSIP: 594918104) - $18,036,680
  • Alphabet Inc. (CUSIP: 02079K107) - $27,987,384
  • Amazon.com Inc. (CUSIP: 023135106) - $14,041,347
  • Walmart Inc. (CUSIP: 931142103) - $14,784,721

The filing also highlights TLW's investment discretion, indicating that the firm has sole discretion over its holdings. This level of control may allow TLW to respond swiftly to market changes and adjust its portfolio as needed.

This report could have implications for TLW's clients and the broader wealth management industry. Investors may look to TLW's investment choices as a benchmark for evaluating potential opportunities. Additionally, other firms in the wealth management sector might reassess their strategies in light of TLW's allocations and performance.

Looking ahead, TLW Wealth Management is expected to continue its reporting practices, with the next filing likely to provide further insights into its investment strategies and market positioning. As the firm navigates the evolving financial landscape, its decisions will be closely watched by both clients and competitors.

Details were not available in the SEC filing regarding any upcoming votes or significant changes in strategy.