Fund HoldingsDenver PWM, LLC

Total Portfolio Value
$290.92M
Total Bought
$25.66M
Total Sold
$45.88M
Net Transaction
-$20.23M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR0694,518+694,518013,6374.69%+13,637
INVESCO EXCH TRADED FD TR II016,053+16,05302,3090.79%+2,309
CATERPILLAR INC(CAT)4,1503,714-4361,6113,3331.15%+1,722
TRUST FOR PROFESSIONAL MANAG
CONVERGENCE LNG
042,939+42,93901,4170.49%+1,417
APPLE INC(AAPL)18,38917,662-7273,7735,1811.78%+1,408
LUMENTUM HLDGS INC(LITE)01,387+1,38701,2540.43%+1,254
JANUS DETROIT STR TR
B-BBB CLO ETF
18,02337,995+19,9728691,8020.62%+933
ISHARES INC
MSCI EMRG CHN
54,63742,411-12,2263,4504,1571.43%+707
SCHWAB STRATEGIC TR194,727184,945-9,7824,7595,3631.84%+604
ISHARES TR743,411772,699+29,28816,71917,2975.95%+578
MICRON TECHNOLOGY INC(MU)0764+76405700.20%+570
INTEL CORP(INTC)04,119+4,11905150.18%+515
VIAVI SOLUTIONS INC(VIAV)08,742+8,74204480.15%+448
ALPHABET INC(GOOG)1,9361,964+283417870.27%+446
STATE STR SPDR S&P 500 ETF T(SPY)0520+52003830.13%+383
GE VERNOVA INC(GEV)0341+34103540.12%+354
EXXON MOBIL CORP9,4319,336-951,0171,3500.46%+333
ALPHABET INC(GOOG)1,3411,286-552385100.18%+273
JOHNSON & JOHNSON(JNJ)01,197+1,19702650.09%+265
CITIGROUP INC(C)02,021+2,02102540.09%+254
CHEVRON CORPORATION(CVX)01,241+1,24102250.08%+225
ISHARES TR3,2223,248+261,0941,3070.45%+213
ROCKET LAB CORP(RKLB)02,008+2,00802120.07%+212
TJX COS INC NEW(TJX)01,374+1,37402110.07%+211
ADVANCED MICRO DEVICES INC(AMD)0460+46002090.07%+209
ELI LILLY & CO(LLY)0216+21602050.07%+205
AMAZON COM INC(AMZN)3,9993,956-438771,0790.37%+201
BROADCOM INC(AVGO)1,4151,371-443905900.20%+199
ISHARES TR3,7193,370-3492,3092,4970.86%+188
WALMART INC(WMT)2,9173,561+6442854640.16%+179
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,085990-952464080.14%+162
TESLA INC(TSLA)1,5711,501-704996430.22%+144
GE AEROSPACE(GE)1,2931,604+3113334770.16%+144
TEXAS INSTRS INC(TXN)1,7011,705+43534910.17%+137
VANGUARD TAX-MANAGED FDS9,8979,862-355646990.24%+134
ISHARES TR1,6611,731+703584920.17%+134
BOEING CO(BA)1,8482,045+1973874850.17%+98
VERIZON COMMUNICATIONS INC(VZ)19,90619,90608619400.32%+79
JPMORGAN CHASE & CO(JPM)1,7471,919+1725075800.20%+73
VANGUARD INDEX FDS2,6332,412-2216246950.24%+71
VANGUARD INDEX FDS1,2256,952+5,7275376040.21%+67
CVS HEALTH CORP(CVS)5,1624,650-5123564210.14%+65
AMGEN INC(AMGN)1,0281,041+132873450.12%+58
VANGUARD INDEX FDS1,8551,85503283840.13%+56
GILEAD SCIENCES INC(GILD)2,0002,100+1002222760.09%+54
SPDR SERIES TRUST
ST STR SP400GRW
2,9422,821-1212563030.10%+48
ISHARES TR24,99521,914-3,0812,2342,2780.78%+44
BRISTOL-MYERS SQUIBB CO(BMY)6,9006,400-5003193590.12%+40
SPDR SERIES TRUST
ST STR P400MID
3,9533,853-1002152500.09%+35
WELLS FARGO & CO(WFC)3,4963,889+3932802940.10%+14
COSTCO WHOLESALE CORPORATION(COST)2,2502,216-342,2272,2350.77%+8
VANGUARD BD INDEX FDS3,8613,86102842840.10%-0
ISHARES INC
CORE MSCI EMKT
6,0844,112-1,9723653410.12%-24
SCHWAB STRATEGIC TR29,52323,325-6,1987046630.23%-41
ISHARES TR1,8281,393-4353573120.11%-45
SCHWAB CHARLES CORP(SCHW)3,9153,368-5473572980.10%-59
META PLATFORMS INC(META)552567+154083450.12%-62
PROCTER & GAMBLE CO(PG)1,8611,580-2812962310.08%-65
ISHARES TR81,62865,240-16,3887,4277,3542.53%-73
DISNEY WALT CO(DIS)4,0003,896-1044964210.14%-75
INTERNATIONAL BUSINESS MACHS(IBM)1,8001,80005314140.14%-117
HOME DEPOT INC(HD)1,3371,121-2164903560.12%-134
ISHARES TR3,3980-3,3982110-211
ISHARES TR
CORE MSCI PAC
37,75428,658-9,0962,5942,3710.81%-223
ISHARES TR
US SML CAP EQT
131,450103,774-27,6768,9328,7092.99%-223
FEDEX CORP(FDX)1,0480-1,0482380-238
AXON ENTERPRISE INC(AXON)3600-3602980-298
ISHARES TR
HDG MSCI EAFE
404,319332,933-71,38615,34814,8725.11%-476
ISHARES TR6,9342,957-3,9771,0435490.19%-494
ISHARES TR690,448672,520-17,92815,13514,6175.02%-517
SCHWAB STRATEGIC TR651,013509,213-141,80018,26117,6906.08%-571
ISHARES TR26,45017,670-8,7802,4331,8590.64%-574
SCHWAB STRATEGIC TR81,48244,326-37,1562,0611,4830.51%-578
MICROSOFT CORP(MSFT)6,2005,876-3243,0842,4390.84%-644
ORACLE CORP(ORCL)10,6008,399-2,2012,3171,6460.57%-672
ISHARES TR
CORE MSCI EAFE
29,18916,020-13,1692,4371,5590.54%-878
VANGUARD INDEX FDS13,96610,386-3,5807,9337,0422.42%-891
NEWSMAX INC(NMAX)107,741107,74101,6306830.23%-947
NVIDIA CORPORATION(NVDA)16,7217,748-8,9732,6421,6670.57%-975
ISHARES TR32,95419,503-13,4513,1182,1190.73%-999
PIMCO ETF TR
ACTIVE BD ETF
68,08854,601-13,4876,2765,0411.73%-1,236
SCHWAB STRATEGIC TR661,822521,831-139,99118,31317,0485.86%-1,264
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
36,77315,041-21,7322,3011,0180.35%-1,283
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
84,58052,531-32,0495,5404,0071.38%-1,533
INVESCO QQQ TR3,3600-3,3601,8530-1,853
JANUS DETROIT STR TR
HENDRSON AAA CL
225,355187,724-37,63111,4379,4993.27%-1,938
ISHARES TR750,016665,587-84,42916,77014,7735.08%-1,998
VANECK ETF TRUST
FALLEN ANGEL HG
83,8800-83,8802,4560-2,456
ISHARES TR780,983668,784-112,19917,90815,2925.26%-2,616
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
397,961323,044-74,91715,96212,7994.40%-3,163
SCHWAB STRATEGIC TR810,881511,007-299,87417,92013,9814.81%-3,939
SCHWAB STRATEGIC TR1,079,625741,376-338,24931,53625,2968.70%-6,240
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