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TLWM 13F holdings

Filed 2026-07-07 · TLWM · 77 positions · $614.9M

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TickerCompanySharesValue% of portfolio
SPYSTATE STR SPDR S&P 500 ETF T171.3K$127.9M20.8%
IWVISHARES TR292.7K$124.8M20.3%
ACWXISHARES TR942.0K$71.7M11.7%
SPYGSPDR SERIES TRUST388.9K$46.3M7.5%
BSCQINVESCO EXCH TRD SLF IDX FD1.7M$33.9M5.5%
BSCSINVESCO EXCH TRD SLF IDX FD1.6M$33.6M5.5%
BSCUINVESCO EXCH TRD SLF IDX FD1.9M$30.8M5.0%
BSCTINVESCO EXCH TRD SLF IDX FD1.6M$29.7M4.8%
BSCRINVESCO EXCH TRD SLF IDX FD1.3M$26.4M4.3%
NVDANVIDIA CORPORATION24.2K$4.8M0.8%
AAPLAPPLE INC15.5K$4.5M0.7%
IBDSISHARES TR163.5K$4.0M0.6%
TSLATESLA INC8.1K$3.4M0.6%
AMZNAMAZON COM INC13.4K$3.2M0.5%
GOOGLALPHABET INC8.6K$3.1M0.5%
BILSPDR SERIES TRUST30.2K$2.8M0.4%
CRSCARPENTER TECHNOLOGY CORP4.3K$2.7M0.4%
WMTWALMART INC22.4K$2.5M0.4%
MSMORGAN STANLEY11.9K$2.5M0.4%
MRVLMARVELL TECHNOLOGY INC8.3K$2.5M0.4%
METAMETA PLATFORMS INC4.3K$2.4M0.4%
VOOVANGUARD INDEX FDS3.5K$2.4M0.4%
MSFTMICROSOFT CORP6.4K$2.4M0.4%
JPMJPMORGAN CHASE & CO6.8K$2.2M0.4%
BACBANK OF AMER CORP38.4K$2.2M0.4%
TWLOTWILIO INC9.7K$2.0M0.3%
AMATAPPLIED MATLS INC2.7K$2.0M0.3%
VVISA INC5.7K$2.0M0.3%
—ASTRAZENECA PLC9.3K$1.8M0.3%
SCHWSCHWAB CHARLES CORP18.6K$1.7M0.3%
RSGREPUBLIC SVCS INC8.0K$1.7M0.3%
CVXCHEVRON CORPORATION10.0K$1.7M0.3%
GDGENERAL DYNAMICS CORP4.5K$1.6M0.3%
UNHUNITEDHEALTH GROUP INC3.4K$1.4M0.2%
SPYMSPDR SERIES TRUST16.0K$1.4M0.2%
SPTMSPDR SERIES TRUST15.3K$1.4M0.2%
CRMSALESFORCE INC8.8K$1.4M0.2%
CIENCIENA CORP2.5K$1.2M0.2%
NXPINXP SEMICONDUCTORS N V4.4K$1.2M0.2%
QYLDGLOBAL X FDS59.1K$1.1M0.2%
ETNEATON CORP PLC2.5K$1.1M0.2%
BRK-BBERKSHIRE HATHAWAY INC DEL2.1K$1.0M0.2%
QQQINVESCO QQQ TR1.3K$982,3590.2%
SPDWSPDR INDEX SHS FDS17.9K$900,9320.1%
ORCLORACLE CORP6.0K$883,2690.1%
MCDMCDONALDS CORP3.2K$853,0970.1%
IBDRISHARES TR34.8K$842,3650.1%
GLGLOBE LIFE INC4.7K$839,7960.1%
NTRANATERA INC3.0K$807,0220.1%
ZSZSCALER INC4.9K$690,6530.1%
EMNEASTMAN CHEM CO9.9K$660,6920.1%
BSXBOSTON SCIENTIFIC CORP15.4K$657,3130.1%
GOOGALPHABET INC1.8K$624,3350.1%
BSMUINVESCO EXCH TRD SLF IDX FD23.8K$522,6470.1%
BSMRINVESCO EXCH TRD SLF IDX FD22.0K$518,9690.1%
BSMQINVESCO EXCH TRD SLF IDX FD21.8K$513,7510.1%
BSMSINVESCO EXCH TRD SLF IDX FD21.9K$513,2640.1%
BSMTINVESCO EXCH TRD SLF IDX FD22.2K$510,3900.1%
COPCONOCOPHILLIPS4.8K$497,9680.1%
STZCONSTELLATION BRANDS INC3.5K$492,3800.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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