Tlwm Portfolio Holdings
Tlwm
- $539 Million
- Q4 2025
Tlwm has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $539 Million distributed in 72 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $110M, Ishares Russell 3000 ETF with a value of $107M, Ishares Msci Acwi Ex Us ETF with a value of $51.7M, Invesco ETF Fd Tr Invesco Bull with a value of $31M, and Invesco Et Self Idxd Fd Tr Bul with a value of $30.9M.
Examining the 13F form we can see an decrease of $12.8M in the current position value, from $551M to 539M.
Tlwm is based out at San Antonio, TX
Below you can find more details about Tlwm portfolio as well as his latest detailed transactions.
Portfolio value
$539 Million
ETFs: $477 Million
Technology: $18.6 Million
Financial Services: $10.4 Million
Consumer Cyclical: $7.22 Million
Communication Services: $7.2 Million
Industrials: $6.63 Million
Healthcare: $4.72 Million
Energy: $3.18 Million
Other: $3.48 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|