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Denver PWM, LLC 13F holdings

Filed 2026-08-18 · Denver PWM, LLC · 89 positions · $305.7M

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TickerCompanySharesValue% of portfolio
SCHGSCHWAB STRATEGIC TR736.5K$26.4M8.6%
SCHVSCHWAB STRATEGIC TR532.1K$18.8M6.2%
SCHMSCHWAB STRATEGIC TR512.7K$18.8M6.2%
IBTHISHARES TR820.9K$18.4M6.0%
HEFAISHARES TR345.3K$16.5M5.4%
IBTIISHARES TR734.3K$16.2M5.3%
IBTGISHARES TR692.3K$15.8M5.2%
SCHFSCHWAB STRATEGIC TR520.2K$14.8M4.8%
IBTJISHARES TR685.4K$14.8M4.8%
TOTLSSGA ACTIVE ETF TR348.3K$13.5M4.4%
IBTKISHARES TR684.9K$13.3M4.4%
SMLFISHARES TR107.0K$9.7M3.2%
JAAAJANUS DETROIT STR TR188.9K$9.6M3.1%
IJKISHARES TR64.6K$7.7M2.5%
VOOVANGUARD INDEX FDS7.5K$5.4M1.8%
SCHXSCHWAB STRATEGIC TR168.9K$5.2M1.7%
BONDPIMCO ETF TR54.0K$4.9M1.6%
JAVAJ P MORGAN EXCHANGE TRADED F50.2K$4.2M1.4%
EMXCISHARES INC40.8K$4.0M1.3%
BUFRFIRST TR EXCHNG TRADED FD VI99.9K$3.7M1.2%
AAPLAPPLE INC11.7K$3.6M1.2%
CATCATERPILLAR INC3.6K$3.1M1.0%
MSFTMICROSOFT CORP5.6K$2.8M0.9%
IVVISHARES TR3.4K$2.7M0.9%
IPACISHARES TR30.0K$2.6M0.8%
SPMOINVESCO EXCH TRADED FD TR II16.7K$2.6M0.8%
EFAISHARES TR22.2K$2.4M0.8%
JBBBJANUS DETROIT STR TR47.4K$2.2M0.7%
IUSVISHARES TR19.2K$2.2M0.7%
NVDANVIDIA CORPORATION9.8K$2.2M0.7%
COSTCOSTCO WHOLESALE CORPORATION2.2K$2.1M0.7%
IWRISHARES TR17.6K$2.0M0.7%
CLSETRUST FOR PROFESSIONAL MANAG48.3K$1.6M0.5%
IEFAISHARES TR15.7K$1.6M0.5%
SCHASCHWAB STRATEGIC TR43.0K$1.5M0.5%
EXMOCEXXON MOBIL CORP9.3K$1.5M0.5%
IWBISHARES TR3.3K$1.4M0.5%
LITELUMENTUM HLDGS INC1.4K$1.3M0.4%
ORCLORACLE CORP8.4K$1.3M0.4%
NMAXNEWSMAX INC107.7K$1.2M0.4%
AMZNAMAZON COM INC4.1K$1.1M0.4%
VZVERIZON COMMUNICATIONS INC19.9K$965,0430.3%
GOOGLALPHABET INC2.3K$800,1920.3%
VBVANGUARD INDEX FDS2.4K$743,2740.2%
JPMJPMORGAN CHASE & CO2.0K$741,5030.2%
VEAVANGUARD TAX-MANAGED FDS9.9K$725,6460.2%
HELOJ P MORGAN EXCHANGE TRADED F9.3K$650,3770.2%
AVGOBROADCOM INC1.6K$633,1070.2%
SCHBSCHWAB STRATEGIC TR20.4K$611,9410.2%
VUGVANGUARD INDEX FDS6.8K$610,7480.2%
GEGE AEROSPACE1.6K$589,4930.2%
IUSGISHARES TR3.0K$575,0110.2%
IWMISHARES TR1.7K$527,4970.2%
BABOEING CO2.3K$524,5010.2%
TSLATESLA INC1.5K$513,7480.2%
GOOGALPHABET INC1.5K$505,0940.2%
TXNTEXAS INSTRS INC1.7K$476,6560.2%
IBMINTERNATIONAL BUSINESS MACHS2.0K$471,9210.2%
TSMTAIWAN SEMICONDUCTOR MANUFAC1.1K$466,8540.2%
WMTWALMART INC4.0K$463,2660.2%
Top Fund Holdings
13F
Top Fund Holdings

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