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Filers›Family Office›Denver PWM, LLC
DOSSIER · 13F-HR · Q1 2026

Denver PWM, LLC

Denver PWM's family office based in Stamford, CT — $291M in tracked AUM across 87 positions as of Q1 2026.

DP
Denver PWM·Stamford, CT·Family Office
CIK 0001657980 · last filed Mar 31, 2026
Total AUM
$291M
▲ 4.7%
vs prior
Holdings
87
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Denver PWM, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$25M741K8.7%
02
SCHM
SCHWAB STRATEGIC TR
$18M509K6.1%
03
IBTH
ISHARES TR
$17M773K5.9%
04
SCHV
SCHWAB STRATEGIC TR
$17M522K5.9%
05
IBTG
ISHARES TR
$15M669K5.3%
06
HEFA
ISHARES TR
$15M333K5.1%
07
IBTI
ISHARES TR
$15M666K5.1%
08
IBTJ
ISHARES TR
$15M673K5.0%
09
SCHF
SCHWAB STRATEGIC TR
$14M511K4.8%
10
IBTK
ISHARES TR
$14M695K4.7%

Filing history

Filing history loading…
AI Agent · grounded in Denver
haiku-4-5 · 87 positions indexed
Sector mix
  • Tech6%
  • Financials46%
  • Cons. Disc.19%
  • Communications17%
  • Energy8%
  • Other4%
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