Denver PWM, LLC
Q1 2026 13F Holdings
- Locationdenver, CO
- Num holdings
87
- Value ($000)
$290,922
- Date Filed 05/12/2026
- Form type13F-HR
- CIK 0001657980
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $25.3M | 9 % | 741,376 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $17.69M | 6 % | 509,213 | ||
ISHARES TR | IBONDS 27 TRM TS | 46436E841 | $17.3M | 6 % | 772,699 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $17.05M | 6 % | 521,831 | ||
ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $15.29M | 5 % | 668,784 | ||
ISHARES TR | HDG MSCI EAFE | 46434V803 | $14.87M | 5 % | 332,933 | ||
ISHARES TR | IBONDS 28 TRM TS | 46436E833 | $14.77M | 5 % | 665,587 | ||
ISHARES TR | IBONDS 29 TRM TS | 46436E825 | $14.62M | 5 % | 672,520 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $13.98M | 5 % | 511,007 | ||
ISHARES TR | IBOND DEC 2030 | 46436E593 | $13.64M | 5 % | 694,518 |
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