account_balance
Investment manager · 13F filer · SEC CIK 1759545
DWM Financial Group, Inc.
Reported value$128Mas of Sep 30, 2026
Positions65 28 new, 3 sold out
Top 10 weight70.7%DMAR alone is 24%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DMARFirst Tr Exchng Traded Fd Vi
24.0%Trimmed −5%
JHMMJohn Hancock Exchange Traded
10.0%Trimmed −13%
AVUVAmerican Centy ETF Tr
6.6%Trimmed −15%
IAUiShares Gold Tr
6.5%Trimmed −41%
VGITVanguard Scottsdale FDS
5.6%Added +5%
BSCYInvesco Exch TRD SLF Idx Fd
5.2%Added +8%
PWRDTCW ETF Trust
4.4%Trimmed −17%
FBNCFirst Bancorp N C
3.0%Added +57%
QQQInvesco QQQ Tr
2.8%Trimmed −14%
BSCX2.6%
SPYMSPDR Series Trust
2.1%New
BSCWInvesco Exch TRD SLF Idx Fd
1.8%Added +8%
DMARFirst Tr Exchng Traded Fd Vi
24.0%Trimmed −5%
JHMM10.0%
AVUV6.6%
IAU6.5%VGIT5.6%
BSCY5.2%
PWRD4.4%
FBNC3.0%QQQ2.8%
BSCX2.6%
SPYM2.1%
BSCW1.8%
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
DMAR First Tr Exchng Traded Fd Vi 24.0% Trimmed −5%
JHMM John Hancock Exchange Traded 10.0% Trimmed −13%
AVUV American Centy ETF Tr 6.6% Trimmed −15%
IAU iShares Gold Tr 6.5% Trimmed −41%VGIT Vanguard Scottsdale FDS 5.6% Added +5%
BSCY Invesco Exch TRD SLF Idx Fd 5.2% Added +8%
PWRD TCW ETF Trust 4.4% Trimmed −17%
FBNC First Bancorp N C 3.0% Added +57%QQQ Invesco QQQ Tr 2.8% Trimmed −14%
BSCX Invesco Exch TRD SLF Idx Fd 2.6% Added +9%
SPYM SPDR Series Trust 2.1% New
BSCW Invesco Exch TRD SLF Idx Fd 1.8% Added +8%
What changed