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Portfolio (Quarterly) Guide ↗

Denver PWM, LLC

· CIK 0001657980
13F Portfolio $299M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 76 New
Page 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VZ VERIZON COMMUNICATIONS INC Communication Services 19,906.0 $861K 0.29% NEW $43.27 +4.9%
42 SCHB SCHWAB STRATEGIC TR 29,523.0 $704K 0.23% NEW $23.83 +21.6%
43 VB VANGUARD INDEX FDS 2,633.0 $624K 0.21% NEW $237.00 +25.1%
44 VEA VANGUARD TAX-MANAGED FDS 9,897.0 $564K 0.19% NEW $57.01 +26.8%
45 VUG VANGUARD INDEX FDS 1,225.0 $537K 0.18% NEW $438.30 -80.2%
46 IBM INTERNATIONAL BUSINESS MACHS Technology 1,800.0 $531K 0.18% NEW $294.78 -15.5%
47 JPM JPMORGAN CHASE & CO. Financial Services 1,747.0 $507K 0.17% NEW $289.93 +12.2%
48 TSLA TESLA INC Consumer Cyclical 1,571.0 $499K 0.17% NEW $317.66 +26.1%
49 DIS DISNEY WALT CO Communication Services 4,000.0 $496K 0.17% NEW $124.02 -16.2%
50 HD HOME DEPOT INC Consumer Cyclical 1,337.0 $490K 0.16% NEW $366.64 -8.8%
51 META META PLATFORMS INC Communication Services 552.0 $408K 0.14% NEW $738.70 -21.9%
52 AVGO BROADCOM INC Technology 1,415.0 $390K 0.13% NEW $275.65 +49.2%
53 BA BOEING CO Industrials 1,848.0 $387K 0.13% NEW $209.53 +6.3%
54 IEMG ISHARES INC 6,084.0 $365K 0.12% NEW $60.03 +42.6%
55 IWM ISHARES TR 1,661.0 $358K 0.12% NEW $215.82 +37.0%
56 IVE ISHARES TR 1,828.0 $357K 0.12% NEW $195.43 +15.8%
57 SCHW SCHWAB CHARLES CORP Financial Services 3,915.0 $357K 0.12% NEW $91.25 +0.5%
58 CVS CVS HEALTH CORP Healthcare 5,162.0 $356K 0.12% NEW $68.98 +42.5%
59 TXN TEXAS INSTRS INC Technology 1,701.0 $353K 0.12% NEW $207.65 +55.5%
60 GOOGL ALPHABET INC Communication Services 1,936.0 $341K 0.11% NEW $176.23 +108.8%
Page 3 of 4  ·  76 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.9%
Financial Services 10.5%
Industrials 10.1%
Consumer Defensive 9.9%
Communication Services 8.2%
Consumer Cyclical 6.6%
Healthcare 4.2%
Energy 3.6%