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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 3 of 5  ·  87 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 $940K 0.32% $47.22 -3.9%
42 GOOGL ALPHABET INC Communication Services 1,964.0 $787K 0.27% +28.0 +1.4% $400.85 -8.2%
43 VEA VANGUARD TAX-MANAGED FDS 9,862.0 $699K 0.24% $70.83 +2.1%
44 VB VANGUARD INDEX FDS 2,412.0 $695K 0.24% -221.0 -8.4% $288.18 +2.9%
45 NEWSMAX INC 107,741.0 $683K 0.23% $6.34
46 SCHB SCHWAB STRATEGIC TR 23,325.0 $663K 0.23% -6K -21.0% $28.42 +1.9%
47 TSLA TESLA INC Consumer Cyclical 1,501.0 $643K 0.22% -70.0 -4.5% $428.35 -6.5%
48 VUG VANGUARD INDEX FDS 6,952.0 $604K 0.21% +6K +467.5% $86.84 +0.2%
49 AVGO BROADCOM INC Technology 1,371.0 $590K 0.20% -44.0 -3.1% $430.00 -4.3%
50 JPM JPMORGAN CHASE & CO Financial Services 1,919.0 $580K 0.20% +172.0 +9.8% $302.13 +7.6%
51 MU MICRON TECHNOLOGY INC Technology 764.0 $570K 0.20% NEW $746.35 +51.9%
52 IUSG ISHARES TR 2,957.0 $549K 0.19% -4K -57.4% $185.69 +1.6%
53 INTC INTEL CORP Technology 4,119.0 $515K 0.18% NEW $124.92 +7.3%
54 GOOG ALPHABET INC Communication Services 1,286.0 $510K 0.17% -55.0 -4.1% $396.92 -7.4%
55 IWM ISHARES TR 1,731.0 $492K 0.17% +70.0 +4.2% $284.25 +4.0%
56 TXN TEXAS INSTRS INC Technology 1,705.0 $491K 0.17% $287.78 +12.2%
57 BA BOEING CO Industrials 2,045.0 $485K 0.17% +197.0 +10.7% $237.36 -6.2%
58 GE GE AEROSPACE Industrials 1,604.0 $477K 0.16% +311.0 +24.1% $297.08 +20.4%
59 WMT WALMART INC Consumer Defensive 3,561.0 $464K 0.16% +644.0 +22.1% $130.42 -10.2%
60 VIAV VIAVI SOLUTIONS INC Technology 8,742.0 $448K 0.15% NEW $51.21 -7.9%
Page 3 of 5  ·  87 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%