Denver PWM, LLC
Q4 2025 13F Holdings
- Locationdenver, CO
- Num holdings
76
- Value ($000)
$299,429
- Date Filed02/11/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $31.54M | 11 % | 1,079,625 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $18.31M | 6 % | 661,822 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $18.26M | 6 % | 651,013 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $17.92M | 6 % | 810,881 | ||
ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $17.91M | 6 % | 780,983 | ||
ISHARES TR | IBONDS 28 TRM TS | 46436E833 | $16.77M | 6 % | 750,016 | ||
ISHARES TR | IBONDS 27 TRM TS | 46436E841 | $16.72M | 6 % | 743,411 | ||
SSGA ACTIVE ETF TR | STATE STREET DOU | 78467V848 | $15.96M | 5 % | 397,961 | ||
ISHARES TR | HDG MSCI EAFE | 46434V803 | $15.35M | 5 % | 404,319 | ||
ISHARES TR | IBONDS 29 TRM TS | 46436E825 | $15.13M | 5 % | 690,448 |
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