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DWM Financial Group, Inc. 13F holdings

Filed 2026-08-14 · DWM Financial Group, Inc. · 40 positions · $112.2M

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TickerCompanySharesValue% of portfolio
DMARFIRST TR EXCHNG TRADED FD VI702.3K$29.3M26.1%
IAUISHARES GOLD TR179.8K$14.6M13.0%
JHMMJOHN HANCOCK EXCHANGE TRADED204.7K$13.4M11.9%
AVUVAMERICAN CENTY ETF TR84.1K$8.6M7.6%
VGITVANGUARD SCOTTSDALE FDS120.2K$7.2M6.4%
BSCYINVESCO EXCH TRD SLF IDX FD314.1K$6.6M5.9%
PWRDTCW ETF TRUST64.6K$6.2M5.5%
QQQINVESCO QQQ TR5.7K$3.5M3.1%
BSCXINVESCO EXCH TRD SLF IDX FD152.1K$3.3M2.9%
BSCWINVESCO EXCH TRD SLF IDX FD108.9K$2.3M2.0%
FBNCFIRST BANCORP N C39.6K$2.0M1.8%
—GRAYSCALE COINDESK CRYPTO48.4K$2.0M1.8%
IBITISHARES BITCOIN TRUST ETF30.4K$1.5M1.3%
AAPLAPPLE INC4.1K$1.1M1.0%
PATKPATRICK INDS INC9.0K$975,8870.9%
VTIVANGUARD INDEX FDS2.8K$944,4560.8%
ETHAISHARES ETHEREUM TR36.9K$827,0390.7%
NVDANVIDIA CORPORATION4.1K$768,4750.7%
VTVVANGUARD INDEX FDS3.9K$746,5800.7%
SLVISHARES SILVER TR7.6K$490,4940.4%
BSMYINVESCO EXCH TRD SLF IDX FD17.3K$425,1070.4%
VGTVANGUARD WORLD FD563$424,0190.4%
JUSTGOLDMAN SACHS ETF TR4.4K$423,8160.4%
—CALAMOS ETF TR19.3K$422,5280.4%
XLFSELECT SECTOR SPDR TR7.5K$409,6480.4%
MSFTMICROSOFT CORP844$408,2790.4%
ESGDISHARES TR3.9K$368,3790.3%
GLDSPDR GOLD TR760$301,1960.3%
PGPROCTER & GAMBLE CO2.0K$292,6230.3%
DSEPFIRST TR EXCHNG TRADED FD VI6.3K$281,4710.3%
AMZNAMAZON COM INC1.2K$265,6740.2%
EAGGISHARES TR5.5K$262,4090.2%
VHTVANGUARD WORLD FD846$243,4720.2%
CSXCSX CORP6.1K$222,7880.2%
ETNEATON CORP PLC697$222,0010.2%
KGCKINROSS GOLD CORP7.7K$217,0850.2%
CDECOEUR MNG INC12.0K$214,8340.2%
BSSXINVESCO EXCH TRD SLF IDX FD8.3K$213,7690.2%
VOOVANGUARD INDEX FDS336$210,4900.2%
KOPNKOPIN CORP40.0K$93,6000.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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