DWR WEALTH MANAGEMENT, LLC - Portfolio overview

DWR WEALTH MANAGEMENT, LLC has 51 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 13.53%
2. DFAI - DIMENSIONAL ETF TRUST, 10.90%
3. DUHP - DIMENSIONAL ETF TRUST, 9.66%

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

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