Denver PWM, LLC
Q2 2025 13F Holdings
- Locationdenver, CO
- Num holdings
78
- Value ($000)
$320,668
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001657980
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $31.53 M | 10 % | 1,079,507 | ||
IBTF ISHARES TR | IBONDS 25 TRM TS | 46436E866 | $20.44 M | 6 % | 875,124 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $18.31 M | 6 % | 661,712 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $18.26 M | 6 % | 650,802 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $17.91 M | 6 % | 810,422 | ||
IBTG ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $17.90 M | 6 % | 780,842 | ||
IBTI ISHARES TR | IBONDS 28 TRM TS | 46436E833 | $16.77 M | 5 % | 750,016 | ||
IBTH ISHARES TR | IBONDS 27 TRM TS | 46436E841 | $16.72 M | 5 % | 743,351 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $15.95 M | 5 % | 397,767 | ||
HEFA ISHARES TR | HDG MSCI EAFE | 46434V803 | $15.35 M | 5 % | 404,319 |
Rows Per Page
10
- 10
- 50
- 100