account_balance

Investment manager · 13F filer · SEC CIK 1657980

Denver PWM, LLC

Reported value$301Mas of Sep 30, 2026

Positions90 2 new, 1 sold out

Top 10 weight56.4%SCHG alone is 9%

FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SCHGSchwab Strategic Tr

8.8%

IBTHiShares Tr

5.9%Trimmed −3%

SCHVSchwab Strategic Tr

5.9%

SCHMSchwab Strategic Tr

5.9%

HEFAiShares Tr

5.5%Added +3%

IBTIiShares Tr

5.3%

IBTGiShares Tr

5.1%Trimmed −2%

IBTJiShares Tr

4.9%

SCHFSchwab Strategic Tr

4.8%

TOTLSsga Active ETF Tr

4.3%

IBTKiShares Tr

4.3%

SMLFiShares Tr

3.2%

SCHGSchwab Strategic Tr

8.8%

IBTHiShares Tr

5.9%

SCHVSchwab Strategic Tr

5.9%

SCHMSchwab Strategic Tr

5.9%

HEFAiShares Tr

5.5%+3%

IBTIiShares Tr

5.3%

IBTGiShares Tr

5.1%

IBTJiShares Tr

4.9%

SCHFSchwab Strategic Tr

4.8%

TOTLSsga Active ETF Tr

4.3%

IBTKiShares Tr

4.3%

SMLF3.2%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SCHG Schwab Strategic Tr 8.8% Held

IBTH iShares Tr 5.9% Trimmed −3%

SCHV Schwab Strategic Tr 5.9% Held

SCHM Schwab Strategic Tr 5.9% Held

HEFA iShares Tr 5.5% Added +3%

IBTI iShares Tr 5.3% Held

IBTG iShares Tr 5.1% Trimmed −2%

IBTJ iShares Tr 4.9% Held

SCHF Schwab Strategic Tr 4.8% Held

TOTL Ssga Active ETF Tr 4.3% Held

IBTK iShares Tr 4.3% Held

SMLF iShares Tr 3.2% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Aug 18, 2026 filing

add_circleNew

QQQ $2.27M
BALL $749K

arrow_upwardAdded

BUFR +13%
JBBB +12%
SMLF +6%
IPAC +5%

arrow_downwardTrimmed

MSFT −7%
AAPL −6%
IEFA −5%
HELO −4%

remove_circleSold out

TJX $209K

Denver PWM, LLC

Where the money is

Biggest moves since Jun 30, 2026

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