account_balance
Investment manager · 13F filer · SEC CIK 1909800
Denver Wealth Management, Inc.
Reported value$404Mas of Sep 30, 2026
Positions107 8 new, 10 sold out
Top 10 weight68.4%SPYM alone is 21%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
21.2%Added +15%
QQQMInvesco Exch Traded Fd Tr II
19.0%Added +16%
RWLInvesco Exch Traded Fd Tr II
6.1%Added +9%
IDEQLazard Active ETF Tr
5.8%Added +18%
RDVYFirst Tr Exchange Traded Fd
3.7%Added +13%
PVALPutnam ETF Trust
3.0%Added +36%
PYLDPimco ETF Tr
2.9%Added +139%
AAPLApple Inc.
2.4%−6%
XAGGMorgan Stanley ETF Trust
2.2%New
IWFiShares Tr
2.2%Trimmed −38%
IMCGiShares Tr
2.0%+17%
GLDMWorld Gold Trust
1.9%+1023%
SPYMSPDR Series Trust
21.2%Added +15%
QQQMInvesco Exch Traded Fd Tr II
19.0%Added +16%
RWLInvesco Exch Traded Fd Tr II
6.1%+9%
IDEQLazard Active ETF Tr
5.8%+18%
RDVY
PVAL
PYLD2.9%
AAPLXAGG2.2%
IWF2.2%
IMCG
GLDMBoxes 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
SPYM SPDR Series Trust 21.2% Added +15%
QQQM Invesco Exch Traded Fd Tr II 19.0% Added +16%
RWL Invesco Exch Traded Fd Tr II 6.1% Added +9%
IDEQ Lazard Active ETF Tr 5.8% Added +18%
RDVY First Tr Exchange Traded Fd 3.7% Added +13%
PVAL Putnam ETF Trust 3.0% Added +36%
PYLD Pimco ETF Tr 2.9% Added +139%
AAPL Apple Inc. 2.4% Trimmed −6%XAGG Morgan Stanley ETF Trust 2.2% New
IWF iShares Tr 2.2% Trimmed −38%
IMCG iShares Tr 2.0% Added +17%
GLDM World Gold Trust 1.9% Added +1023%What changed
Biggest moves since Jun 30, 2026
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