TLWM
All 13F Filings
- Location
- San Antonio, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 555,156
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 69 | 555,156 | 13F-HR | TLWM |
| Q4 2025 | 1/12/2026 | 72 | 546,304 | 13F-HR | TLWM |
| Q3 2025 | 10/10/2025 | 74 | 556,378 | 13F-HR | TLWM |
| Q2 2025 | 7/28/2025 | 70 | 526,353 | 13F-HR | TLWM |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.47 K | 11.1% | 0 | 369.1 K | -369.1 K |
| ETFs | 488.8 K | 88.0% | 378 K | 0 | 378 K |
| Debt | 4.885 K | 0.9% | 0 | 26 | -26 |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
555,156
Holdings
69
QoQ value change ($000)
8,852
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.