account_balance
Investment manager · 13F filer · SEC CIK 2123012
DWR Wealth Management, LLC
Reported value$144Mas of Sep 30, 2026
Positions58 3 new, 1 sold out
Top 10 weight69.5%IVV alone is 12%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
12.3%
DFAIDimensional ETF Trust
11.5%Added +11%
DUHPDfa Invt Dimensions Group In
10.1%Added +8%
DFUSDimensional ETF Trust
6.6%Added +26%
DFAEDimensional ETF Trust
6.6%Added +7%
VEAVanguard Tax-Managed FDS
6.5%
AAPLApple Inc.
5.8%Trimmed −7%
DFASDimensional ETF Trust
3.6%Added +11%
DUSBDimensional ETF Trust
3.3%+31%
DFCFDimensional ETF Trust
3.2%+35%
DFAXDimensional ETF Trust
3.2%
VWOVanguard Intl Equity Index F
2.8%
IVViShares Tr
12.3%
DFAIDimensional ETF Trust
11.5%Added +11%
DUHPDfa Invt Dimensions Group In
10.1%
DFUSDimensional ETF Trust
6.6%
DFAEDimensional ETF Trust
6.6%+7%
VEAVanguard Tax-Managed FDS
6.5%
AAPLApple Inc.
5.8%
DFAS3.6%
DUSB
DFCF
DFAX
VWO2.8%
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
IVV iShares Tr 12.3% Held
DFAI Dimensional ETF Trust 11.5% Added +11%
DUHP Dfa Invt Dimensions Group In 10.1% Added +8%
DFUS Dimensional ETF Trust 6.6% Added +26%
DFAE Dimensional ETF Trust 6.6% Added +7%
VEA Vanguard Tax-Managed FDS 6.5% Held
AAPL Apple Inc. 5.8% Trimmed −7%DFAS Dimensional ETF Trust 3.6% Added +11%
DUSB Dimensional ETF Trust 3.3% Added +31%
DFCF Dimensional ETF Trust 3.2% Added +35%
DFAX Dimensional ETF Trust 3.2% Held
VWO Vanguard Intl Equity Index F 2.8% Held
What changed
Biggest moves since Jun 30, 2026
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