BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 5,876.0 $2.4M 0.84% -324.0 -5.2% $415.13 -8.6%
22 IPAC ISHARES TR 28,658.0 $2.4M 0.81% -9K -24.1% $82.72 +1.4%
23 EFA ISHARES TR 21,914.0 $2.3M 0.78% -3K -12.3% $103.96 +0.4%
24 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,216.0 $2.2M 0.77% -34.0 -1.5% $1008.79 -5.7%
25 IUSV ISHARES TR 19,503.0 $2.1M 0.73% -13K -40.8% $108.65 +1.0%
26 IWR ISHARES TR 17,670.0 $1.9M 0.64% -9K -33.2% $105.20 +3.2%
27 NVDA NVIDIA CORPORATION Technology 7,748.0 $1.7M 0.57% -9K -53.7% $215.19 -2.1%
28 ORCL ORACLE CORP Technology 8,399.0 $1.6M 0.57% -2K -20.8% $195.95 -6.0%
29 IEFA ISHARES TR 16,020.0 $1.6M 0.54% -13K -45.1% $97.30 -0.0%
30 SCHA SCHWAB STRATEGIC TR 44,326.0 $1.5M 0.51% -37K -45.6% $33.46 +5.2%
31 XOM EXXON MOBIL CORP Energy 9,336.0 $1.3M 0.46% -95.0 -1.0% $144.57 -4.7%
32 AMZN AMAZON COM INC Consumer Cyclical 3,956.0 $1.1M 0.37% -43.0 -1.1% $272.68 -10.4%
33 HELO J P MORGAN EXCHANGE TRADED F 15,041.0 $1.0M 0.35% -22K -59.1% $67.68 +0.4%
34 VB VANGUARD INDEX FDS 2,412.0 $695K 0.24% -221.0 -8.4% $288.18 +2.9%
35 SCHB SCHWAB STRATEGIC TR 23,325.0 $663K 0.23% -6K -21.0% $28.42 +1.9%
36 TSLA TESLA INC Consumer Cyclical 1,501.0 $643K 0.22% -70.0 -4.5% $428.35 -6.5%
37 AVGO BROADCOM INC Technology 1,371.0 $590K 0.20% -44.0 -3.1% $430.00 -4.3%
38 IUSG ISHARES TR 2,957.0 $549K 0.19% -4K -57.4% $185.69 +1.6%
39 GOOG ALPHABET INC Communication Services 1,286.0 $510K 0.17% -55.0 -4.1% $396.92 -7.4%
40 CVS CVS HEALTH CORP Healthcare 4,650.0 $421K 0.14% -512.0 -9.9% $90.55 +8.6%
Page 2 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%