TLWM Diversified Active

Location: San Antonio, TX

CIK: 0001732537 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 8, 2026

Total Value: $555M (100.0% shares, 0.0% debt)

Holdings (69)

SPY STATE STR SPDR S&P 500 ETF T 20.2%
Value $112M Shares 172,513 Est. Cost $339.87 Unrealized
IWV ISHARES TR 19.6%
Value $109M Shares 294,238 Est. Cost $215.58 Unrealized
ACWX ISHARES TR 11.6%
Value $64.37M Shares 940,099 Est. Cost $52.25 Unrealized
SPYG SPDR SERIES TRUST 6.9%
Value $38.04M Shares 388,554 Est. Cost $103.00 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 6.0%
Value $33.25M Shares 1,702,736 Est. Cost $19.99 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 5.9%
Value $33.03M Shares 1,617,351 Est. Cost $19.92 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 5.4%
Value $30.19M Shares 1,805,663 Est. Cost $16.60 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 5.3%
Value $29.22M Shares 1,565,709 Est. Cost $18.82 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 4.7%
Value $25.82M Shares 1,315,656 Est. Cost $19.75 Unrealized
IBDS ISHARES TR 0.7%
Value $4.019M Shares 165,808 Est. Cost $23.96 Unrealized
AAPL APPLE INC 0.7%
Value $3.819M Shares 15,049 Est. Cost $138.72 Unrealized +89.5%
NVDA NVIDIA CORPORATION 0.6%
Value $3.238M Shares 18,569 Est. Cost $128.82 Unrealized +44.9%
TSLA TESLA INC 0.5%
Value $3.048M Shares 8,200 Est. Cost $202.55 Unrealized +110.3%
GOOGL ALPHABET INC 0.5%
Value $2.962M Shares 10,300 Est. Cost $118.83 Unrealized +172.1%
CRS CARPENTER TECHNOLOGY CORP 0.5%
Value $2.849M Shares 7,228 Est. Cost $61.62 Unrealized +466.9%
AMZN AMAZON COM INC 0.5%
Value $2.822M Shares 13,552 Est. Cost $125.48 Unrealized +80.8%
WMT WALMART INC 0.5%
Value $2.801M Shares 22,537 Est. Cost $57.65 Unrealized +111.7%
META META PLATFORMS INC 0.4%
Value $2.482M Shares 4,339 Est. Cost $318.71 Unrealized +105.7%
BIL SPDR SERIES TRUST 0.4%
Value $2.453M Shares 26,770 Est. Cost $91.49 Unrealized
CVX CHEVRON CORPORATION 0.4%
Value $2.106M Shares 10,180 Est. Cost $118.25 Unrealized +45.3%
JPM JPMORGAN CHASE & CO 0.4%
Value $2.014M Shares 6,848 Est. Cost $128.85 Unrealized +141.7%
MS MORGAN STANLEY 0.4%
Value $1.988M Shares 12,082 Est. Cost $75.69 Unrealized +137.4%
VOO VANGUARD INDEX FDS 0.3%
Value $1.919M Shares 3,211 Est. Cost $509.78 Unrealized
MSFT MICROSOFT CORP 0.3%
Value $1.887M Shares 5,098 Est. Cost $265.53 Unrealized +63.7%
BAC BANK AMERICA CORP 0.3%
Value $1.873M Shares 38,419 Est. Cost $31.12 Unrealized +72.4%
CRM SALESFORCE INC 0.3%
Value $1.794M Shares 9,610 Est. Cost $213.07 Unrealized +1.3%
RSG REPUBLIC SVCS INC 0.3%
Value $1.781M Shares 8,133 Est. Cost $130.29 Unrealized +66.2%
SCHW SCHWAB CHARLES CORP 0.3%
Value $1.778M Shares 18,919 Est. Cost $72.52 Unrealized +38.1%
XOM EXXON MOBIL CORP 0.3%
Value $1.765M Shares 10,403 Est. Cost $110.44 Unrealized +25.6%
V VISA INC 0.3%
Value $1.744M Shares 5,770 Est. Cost $212.43 Unrealized +55.0%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value $1.71M Shares 17,260 Est. Cost $71.80 Unrealized +12.9%
GD GENERAL DYNAMICS CORP 0.3%
Value $1.588M Shares 4,626 Est. Cost $285.52 Unrealized +24.2%
HON HONEYWELL INTL INC 0.3%
Value $1.399M Shares 6,189 Est. Cost $155.96 Unrealized +44.9%
TWLO TWILIO INC 0.2%
Value $1.236M Shares 9,820 Est. Cost $112.96 Unrealized +7.9%
SPYM SPDR SERIES TRUST 0.2%
Value $1.169M Shares 15,271 Est. Cost $42.38 Unrealized
SPTM SPDR SERIES TRUST 0.2%
Value $1.15M Shares 14,551 Est. Cost $249.43 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $1.14M Shares 2,379 Est. Cost $328.74 Unrealized +50.1%
MCD MCDONALDS CORP 0.2%
Value $1.004M Shares 3,230 Est. Cost $235.25 Unrealized +34.9%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value $989K Shares 15,768 Est. Cost $69.12 Unrealized +24.2%
UNH UNITEDHEALTH GROUP INC 0.2%
Value $904K Shares 3,340 Est. Cost $403.43 Unrealized -23.5%
ORCL ORACLE CORP 0.2%
Value $894K Shares 6,079 Est. Cost $235.60 Unrealized -28.0%
QYLD GLOBAL X FDS 0.2%
Value $889K Shares 51,842 Est. Cost $17.47 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.2%
Value $877K Shares 4,455 Est. Cost $202.30 Unrealized +15.9%
NICE NICE LTD 0.2%
Value $870K Shares 7,894 Est. Cost $134.47 Unrealized
IBDR ISHARES TR 0.2%
Value $866K Shares 35,730 Est. Cost $23.31 Unrealized
J JACOBS SOLUTIONS INC 0.2%
Value $866K Shares 6,802 Est. Cost $106.05 Unrealized +30.7%
SPDW SPDR INDEX SHS FDS 0.1%
Value $777K Shares 17,011 Est. Cost $35.04 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $770K Shares 1,334 Est. Cost $103.80 Unrealized
EMN EASTMAN CHEM CO 0.1%
Value $755K Shares 9,898 Est. Cost $79.41 Unrealized -8.4%
ZS ZSCALER INC 0.1%
Value $707K Shares 5,039 Est. Cost $177.85 Unrealized +8.7%
COP CONOCOPHILLIPS 0.1%
Value $633K Shares 4,798 Est. Cost $109.40 Unrealized -6.2%
ADBE ADOBE INC 0.1%
Value $629K Shares 2,586 Est. Cost $521.98 Unrealized -44.5%
NTRA NATERA INC 0.1%
Value $595K Shares 2,973 Est. Cost $77.50 Unrealized +191.4%
STZ CONSTELLATION BRANDS INC 0.1%
Value $542K Shares 3,612 Est. Cost $190.59 Unrealized -18.2%
BSMU INVESCO EXCH TRD SLF IDX FD 0.1%
Value $520K Shares 23,845 Est. Cost $22.38 Unrealized
BSMR INVESCO EXCH TRD SLF IDX FD 0.1%
Value $519K Shares 21,953 Est. Cost $23.20 Unrealized
BSMQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value $515K Shares 21,820 Est. Cost $23.27 Unrealized
BSMS INVESCO EXCH TRD SLF IDX FD 0.1%
Value $512K Shares 21,897 Est. Cost $23.50 Unrealized
BSMT INVESCO EXCH TRD SLF IDX FD 0.1%
Value $510K Shares 22,162 Est. Cost $23.20 Unrealized
GOOG ALPHABET INC 0.1%
Value $508K Shares 1,771 Est. Cost $148.59 Unrealized +117.8%
GLD SPDR GOLD TR 0.1%
Value $478K Shares 1,112 Est. Cost $315.39 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value $386K Shares 1,309 Est. Cost $174.26 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value $343K Shares 4,691 Est. Cost $36.20 Unrealized
KO COCA COLA CO 0.1%
Value $331K Shares 4,353 Est. Cost $60.93 Unrealized +22.7%
NFLX NETFLIX INC. 0.1%
Value $308K Shares 3,200 Est. Cost $101.14 Unrealized -17.1%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value $280K Shares 3,724 Est. Cost $71.54 Unrealized
AVGO BROADCOM INC 0.0%
Value $234K Shares 756 Est. Cost $357.00 Unrealized -6.4%
CMF ISHARES TR 0.0%
Value $227K Shares 3,986 Est. Cost $57.02 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value $202K Shares 1,518 Est. Cost $188.14 Unrealized