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Portfolio (Quarterly) Guide ↗

Denver PWM, LLC

· CIK 0001657980
13F Portfolio $291M AUM 87 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 14 Added 50 Reduced 5 Exited
Page 1 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHG SCHWAB STRATEGIC TR 741,376.0 $25.3M 8.70% -338K -31.3% $34.12 -0.6%
2 SCHM SCHWAB STRATEGIC TR 509,213.0 $17.7M 6.08% -142K -21.8% $34.74 +3.9%
3 SCHV SCHWAB STRATEGIC TR 521,831.0 $17.0M 5.86% -140K -21.1% $32.67 +5.8%
4 ISHARES TR 668,784.0 $15.3M 5.26% -112K -14.4% $22.86
5 HEFA ISHARES TR 332,933.0 $14.9M 5.11% -71K -17.7% $44.67 +5.1%
6 ISHARES TR 665,587.0 $14.8M 5.08% -84K -11.3% $22.20
7 ISHARES TR 672,520.0 $14.6M 5.02% -18K -2.6% $21.74
8 SCHF SCHWAB STRATEGIC TR 511,007.0 $14.0M 4.81% -300K -37.0% $27.36 +3.2%
9 TOTL SSGA ACTIVE ETF TR 323,044.0 $12.8M 4.40% -75K -18.8% $39.62 -0.7%
10 JAAA JANUS DETROIT STR TR 187,724.0 $9.5M 3.27% -38K -16.7% $50.60 +0.1%
11 SMLF ISHARES TR 103,774.0 $8.7M 2.99% -28K -21.1% $83.92 +3.7%
12 IJK ISHARES TR 65,240.0 $7.4M 2.53% -16K -20.1% $112.72 +2.6%
13 VOO VANGUARD INDEX FDS 10,386.0 $7.0M 2.42% -4K -25.6% $678.03 +1.5%
14 SCHX SCHWAB STRATEGIC TR 184,945.0 $5.4M 1.84% -10K -5.0% $29.00 +1.7%
15 AAPL APPLE INC Technology 17,662.0 $5.2M 1.78% -727.0 -4.0% $293.32 +1.6%
16 BOND PIMCO ETF TR 54,601.0 $5.0M 1.73% -13K -19.8% $92.32 -0.3%
17 EMXC ISHARES INC 42,411.0 $4.2M 1.43% -12K -22.4% $98.02 +7.9%
18 JAVA J P MORGAN EXCHANGE TRADED F 52,531.0 $4.0M 1.38% -32K -37.9% $76.28 +4.1%
19 CAT CATERPILLAR INC Industrials 3,714.0 $3.3M 1.15% -436.0 -10.5% $897.45 +9.8%
20 IVV ISHARES TR 3,370.0 $2.5M 0.86% -349.0 -9.4% $740.93 +1.2%
Page 1 of 3  ·  50 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 46.3%
Industrials 13.2%
Communication Services 8.8%
Consumer Defensive 8.6%
Consumer Cyclical 6.7%
Healthcare 5.5%
Financial Services 5.3%
Energy 4.6%
Utilities 1.0%