Denver PWM, LLC

Institutional manager (13F) · CIK 1657980

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $278M

#	Issuer	Value	Shares
1	SCHWAB STRATEGIC TR	$25M	741,376
2	SCHWAB STRATEGIC TR	$18M	509,213
3	ISHARES TR	$17M	772,699
4	SCHWAB STRATEGIC TR	$17M	521,831
5	ISHARES TR	$15M	668,784
6	ISHARES TR	$15M	332,933
7	ISHARES TR	$15M	665,587
8	ISHARES TR	$15M	672,520
9	SCHWAB STRATEGIC TR	$14M	511,007
10	ISHARES TR	$14M	694,518
11	SSGA ACTIVE ETF TR	$13M	323,044
12	JANUS DETROIT STR TR	$9M	187,724
13	ISHARES TR	$9M	103,774
14	ISHARES TR	$7M	65,240
15	VANGUARD INDEX FDS	$7M	10,386
16	SCHWAB STRATEGIC TR	$5M	184,945
17	APPLE INC	$5M	17,662
18	PIMCO ETF TR	$5M	54,601
19	ISHARES INC	$4M	42,411
20	J P MORGAN EXCHANGE TRADED F	$4M	52,531
21	CATERPILLAR INC	$3M	3,714
22	ISHARES TR	$2M	3,370
23	MICROSOFT CORP	$2M	5,876
24	ISHARES TR	$2M	28,658
25	INVESCO EXCH TRADED FD TR II	$2M	16,053
26	ISHARES TR	$2M	21,914
27	COSTCO WHOLESALE CORPORATION	$2M	2,216
28	ISHARES TR	$2M	19,503
29	ISHARES TR	$2M	17,670
30	JANUS DETROIT STR TR	$2M	37,995
31	NVIDIA CORPORATION	$2M	7,748
32	ORACLE CORP	$2M	8,399
33	ISHARES TR	$2M	16,020
34	SCHWAB STRATEGIC TR	$1M	44,326
35	TRUST FOR PROFESSIONAL MANAG	$1M	42,939
36	EXXON MOBIL CORP	$1M	9,336
37	ISHARES TR	$1M	3,248
38	LUMENTUM HLDGS INC	$1M	1,387
39	AMAZON COM INC	$1M	3,956
40	J P MORGAN EXCHANGE TRADED F	$1M	15,041
41	VERIZON COMMUNICATIONS INC	$940k	19,906
42	ALPHABET INC	$787k	1,964
43	VANGUARD TAX-MANAGED FDS	$699k	9,862
44	VANGUARD INDEX FDS	$695k	2,412
45	NEWSMAX INC	$683k	107,741
46	SCHWAB STRATEGIC TR	$663k	23,325
47	TESLA INC	$643k	1,501
48	VANGUARD INDEX FDS	$604k	6,952
49	BROADCOM INC	$590k	1,371
50	JPMORGAN CHASE & CO	$580k	1,919

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.