Denver PWM, LLC - Portfolio overview

Denver PWM, LLC has 94 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 7.97%
2. IBTF - ISHARES TR, 6.44%
3. SCHM - SCHWAB STRATEGIC TR, 5.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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