Denver PWM, LLC

Q3 2025 13F Holdings

  • Location
    denver, CO
  • Num holdings

    78

  • Value ($000)

    $320,750

  • Date Filed
    10/30/2025
  • Form type
    13F-HR
  • CIK
    0001657980
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$31.54M
10 %

1,079,625

I
IBTF

ISHARES TR

IBONDS 25 TRM TS
46436E866
$20.45M
6 %

875,267

S
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
808524409
$18.31M
6 %

661,822

S
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
808524508
$18.26M
6 %

651,013

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$17.92M
6 %

810,881

I
IBTG

ISHARES TR

IBONDS 26 TRM TS
46436E858
$17.91M
6 %

780,983

I
IBTI

ISHARES TR

IBONDS 28 TRM TS
46436E833
$16.77M
5 %

750,016

I
IBTH

ISHARES TR

IBONDS 27 TRM TS
46436E841
$16.72M
5 %

743,411

T
TOTL

SSGA ACTIVE ETF TR

SPDR TR TACTIC
78467V848
$15.96M
5 %

397,961

H
HEFA

ISHARES TR

HDG MSCI EAFE
46434V803
$15.35M
5 %

404,319

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 78