DENVER WEALTH MANAGEMENT, INC.
Q2 2025 13F Holdings
- Locationdenver, CO
- Num holdings
87
- Value ($000)
$241,748
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001909800
- 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 |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $56.02M | 23 % | 770,715 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $41.01M | 17 % | 180,563 | ||
RWL INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 46138G698 | $15.68M | 7 % | 150,378 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $14.02M | 6 % | 33,022 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $10.32M | 4 % | 203,400 | ||
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $9.21M | 4 % | 146,810 | ||
TBIL RBB FD INC | US TREAS 3 MNTH | 74933W452 | $8.11M | 3 % | 162,135 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $7.09M | 3 % | 135,407 | ||
AAPL APPLE INC | COM | 037833100 | $6.68M | 3 % | 32,563 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $6.62M | 3 % | 69,483 |
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