Denver PWM, LLC: 13F holdings
CIK 16579802026Q2
| Positions | 89 |
|---|
| Reported value | $305.7m |
|---|
| Filed | 2026-08-18 |
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Change since last quarter
| Positions | 89 (+2 vs prior quarter) |
|---|
| Reported value | $305.7m (+5.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHG SCHWAB STRATEGIC TR | 736,549 | $26.4m | 8.6% |
| SCHV SCHWAB STRATEGIC TR | 532,138 | $18.8m | 6.2% |
| SCHM SCHWAB STRATEGIC TR | 512,689 | $18.8m | 6.2% |
| IBTH ISHARES TR | 820,926 | $18.4m | 6.0% |
| HEFA ISHARES TR | 345,322 | $16.5m | 5.4% |
| IBTI ISHARES TR | 734,257 | $16.2m | 5.3% |
| IBTG ISHARES TR | 692,276 | $15.8m | 5.2% |
| SCHF SCHWAB STRATEGIC TR | 520,247 | $14.8m | 4.8% |
| IBTJ ISHARES TR | 685,352 | $14.8m | 4.8% |
| TOTL SSGA ACTIVE ETF TR | 348,315 | $13.5m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1657980")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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