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DWR WEALTH MANAGEMENT, LLC 13F holdings

Filed 2026-07-08 · DWR WEALTH MANAGEMENT, LLC · 56 positions · $133.6M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR23.2K$17.3M12.9%
DFAIDIMENSIONAL ETF TRUST357.6K$14.7M11.0%
DUHPDIMENSIONAL ETF TRUST319.1K$13.2M9.9%
VEAVANGUARD TAX-MANAGED FDS133.1K$9.4M7.1%
DFAEDIMENSIONAL ETF TRUST222.9K$8.8M6.6%
AAPLAPPLE INC27.4K$7.7M5.8%
DFUSDIMENSIONAL ETF TRUST91.6K$7.4M5.6%
DFASDIMENSIONAL ETF TRUST61.0K$5.0M3.7%
DFAXDIMENSIONAL ETF TRUST122.1K$4.5M3.3%
VNQVANGUARD INDEX FDS43.1K$4.2M3.2%
VWOVANGUARD INTL EQUITY INDEX F68.5K$4.1M3.0%
DFCFDIMENSIONAL ETF TRUST85.6K$3.6M2.7%
DUSBDIMENSIONAL ETF TRUST71.0K$3.6M2.7%
IWMISHARES TR10.1K$3.0M2.3%
IWBISHARES TR7.1K$2.9M2.2%
DFARDIMENSIONAL ETF TRUST106.5K$2.8M2.1%
AMZNAMAZON COM INC7.6K$1.8M1.4%
NVDANVIDIA CORPORATION8.0K$1.6M1.2%
VGKVANGUARD INTL EQUITY INDEX F11.9K$1.1M0.8%
VTWOVANGUARD SCOTTSDALE FDS8.2K$990,6840.7%
NFLXNETFLIX INC.12.2K$897,8630.7%
EXMOCEXXON MOBIL CORP6.4K$873,6000.7%
IWNISHARES TR3.9K$855,8110.6%
CSCOCISCO SYS INC7.1K$839,0470.6%
SBRSABINE RTY TR10.5K$760,3550.6%
CVXCHEVRON CORPORATION4.1K$689,2490.5%
XNCMXNUVEEN CALIF AMT FREE MUNI I54.1K$674,5560.5%
ANETARISTA NETWORKS INC4.0K$655,9080.5%
JNJJOHNSON & JOHNSON2.5K$654,7440.5%
MELIMERCADOLIBRE INC375$631,1740.5%
MDYSTATE STR SPDR S&P MIDCAP 40836$583,4610.4%
QQQINVESCO QQQ TR682$494,1040.4%
GOOGLALPHABET INC1.4K$484,1630.4%
ESGDISHARES TR4.7K$482,2710.4%
GEGE AEROSPACE1.3K$479,1960.4%
CCJCAMECO CORP4.2K$439,7480.3%
JPMJPMORGAN CHASE & CO1.3K$435,0940.3%
ESGUISHARES TR2.5K$400,3360.3%
BRK-BBERKSHIRE HATHAWAY INC DEL806$399,7760.3%
GOOGALPHABET INC1.1K$387,4710.3%
MSFTMICROSOFT CORP1.0K$375,0120.3%
GEVGE VERNOVA INC300$330,9140.2%
TSLATESLA INC756$311,3510.2%
METAMETA PLATFORMS INC528$297,0650.2%
SPYSTATE STR SPDR S&P 500 ETF T400$296,6440.2%
VOTETCW ETF TRUST3.3K$287,4720.2%
LLYELI LILLY & CO216$265,2100.2%
MAMASTERCARD INCORPORATED495$252,2720.2%
ESGEISHARES INC4.3K$233,7540.2%
ARMARM HOLDINGS PLC601$206,4730.2%
IVWISHARES TR1.5K$205,5700.2%
ESMLISHARES TR3.6K$201,5000.2%
ETENERGY TRANSFER L P10.0K$190,6000.1%
GNTGAMCO NAT RES GOLD & INCOME13.2K$108,1080.1%
SJTSAN JUAN BASIN RTY TR20.5K$60,6800.0%
—MANHATTAN BRDG CAP INC50.7K$50,7440.0%
Top Fund Holdings
13F
Top Fund Holdings

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