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DWM

Denver Wealth Management Portfolio holdings

AUM $349M
1-Year Est. Return 24.65%
This Fund
S&P 500
This Quarter Est. Return
+16.28%
1 Year Est. Return
+24.65%
3 Year Est. Return
+64.37%
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$58.6M
Cap. Flow
+$14.7M
Cap. Flow %
4.2%
Top 10 Hldgs %
69.69%
Holding
117
New
17
Increased
41
Reduced
48
Closed
8

Sector Composition

Rank Sector Weight
1 Miscellaneous 92.05%
2 Technology 3.93%
3 Financials 1.53%
4 Consumer Discretionary 0.88%
5 Real Estate 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IEMG icon
101
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$228K 0.07%
+2,758
New +$220K
MO icon
102
Altria Group
MO
$115B
$217K 0.06%
+3,017
New +$211K
BSCR icon
103
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$212K 0.06%
10,831
-32,875
-75% -$646K
IBM icon
104
IBM
IBM
$221B
$211K 0.06%
752
-343
-31% -$86.4K
IWP icon
105
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$210K 0.06%
+1,436
New +$198K
MU icon
106
Micron Technology
MU
$1.15T
$205K 0.06%
+178
New +$133K
AOR icon
107
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.77B
$205K 0.06%
+2,951
New +$201K
VTV icon
108
Vanguard Morningstar Value ETF
VTV
$193B
$205K 0.06%
+939
New +$196K
MDY icon
109
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
$204K 0.06%
+290
New +$194K
BNDX icon
110
Vanguard Total International Bond ETF
BNDX
$82.2B
-4,718
Closed -$227K
COP icon
111
ConocoPhillips
COP
$161B
-1,783
Closed -$235K
DIVO icon
112
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.96B
-6,974
Closed -$313K
IAU icon
113
iShares Gold Trust
IAU
$65.8B
-6,104
Closed -$538K
MINT icon
114
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.4B
-3,243
Closed -$326K
VCSH icon
115
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
-4,034
Closed -$320K
WM icon
116
Waste Management
WM
$87.5B
-923
Closed -$212K
XLE icon
117
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
-11,888
Closed -$728K

Similar funds

Denver Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Denver Wealth Management held 117 positions worth $349M, up 20% from $291M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Denver Wealth Management deployed $14.7M of net new capital in Q2 2026, opening 17 new positions and adding to 41 existing holdings. Its largest new stake was Putnam Focused Large Cap Value ETF: 171,680 shares worth $8.75M.

By sector, the portfolio is most concentrated in Miscellaneous at 92% of assets, up from 92% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was State Street SPDR Portfolio S&P 500 Value ETF, an estimated $7.03M trimmed.

  • Denver Wealth Management's largest Q2 2026 buy was Putnam Focused Large Cap Value ETF: 171,680 shares worth $8.75M.
  • Denver Wealth Management added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $4.92M increase.
  • Denver Wealth Management's biggest Q2 2026 reduction was State Street SPDR Portfolio S&P 500 Value ETF, cutting an estimated $7.03M.
  • Denver Wealth Management fully exited State Street Energy Select Sector SPDR ETF in Q2 2026, selling an estimated $728K.
  • Denver Wealth Management's ten largest holdings make up 70% of its $349M portfolio in Q2 2026.
  • Denver Wealth Management opened 17 new positions and closed 8 in Q2 2026.
  • Denver Wealth Management's portfolio value rose 20% quarter-over-quarter to $349M.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.