account_balance

Investment manager · 13F filer · SEC CIK 1732537

TLWM

Reported value$628Mas of Sep 30, 2026

Positions74 3 new, 2 sold out

Top 10 weight86.1%SPY alone is 20%

FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPYSPDR S&P 500 ETF Trust

20.2%Trimmed −3%

IWViShares Tr

19.5%Trimmed −3%

ACWXiShares Tr

11.3%

SPYGSPDR Series Trust

7.7%

BSCQInvesco Exch TRD SLF Idx Fd

5.8%Added +8%

BSCSInvesco Exch TRD SLF Idx Fd

5.7%Added +7%

BSCUInvesco Exch TRD SLF Idx Fd

5.2%Added +10%

BSCTInvesco Exch TRD SLF Idx Fd

5.1%Added +10%

BSCRInvesco Exch TRD SLF Idx Fd

4.6%Added +10%

NVDAAAPL

IBDS

SPYSPDR S&P 500 ETF Trust

20.2%Trimmed −3%

IWViShares Tr

19.5%Trimmed −3%

ACWXiShares Tr

11.3%

SPYGSPDR Series Trust

7.7%

BSCQInvesco Exch TRD SLF Idx Fd

5.8%

BSCSInvesco Exch TRD SLF Idx Fd

5.7%

BSCU5.2%

BSCT5.1%

BSCR4.6%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SPY SPDR S&P 500 ETF Trust 20.2% Trimmed −3%

IWV iShares Tr 19.5% Trimmed −3%

ACWX iShares Tr 11.3% Held

SPYG SPDR Series Trust 7.7% Held

BSCQ Invesco Exch TRD SLF Idx Fd 5.8% Added +8%

BSCS Invesco Exch TRD SLF Idx Fd 5.7% Added +7%

BSCU Invesco Exch TRD SLF Idx Fd 5.2% Added +10%

BSCT Invesco Exch TRD SLF Idx Fd 5.1% Added +10%

BSCR Invesco Exch TRD SLF Idx Fd 4.6% Added +10%

NVDA NVIDIA Corp 0.9% Held AAPL Apple Inc. 0.8% Held

IBDS iShares Tr 0.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 7, 2026 filing

add_circleNew

SPCX $779K
HON $633K
HONA $446K

arrow_upwardAdded

VOO +13%
BSCU +10%
BSCT +10%
BSCR +10%

arrow_downwardTrimmed

SPY −3%
IWV −3%
AMZN −3%
META −2%

remove_circleSold out

ARM $234K
IHF $210K

TLWM

Where the money is

Biggest moves since Jun 30, 2026

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