DOSSIER · 13F-HR · Q2 2026

DWM Financial Group, Inc.

$112M in tracked AUM across 40 positions as of Q2 2026.

DF
CIK 0001759545 · last filed Jun 30, 2026
Total AUM
$112M
as of Q2 2026
Holdings
40
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

DWM Financial Group, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DMAR
FIRST TR EXCHNG TRADED FD VI
$29M702K26.1%
02
IAU
ISHARES GOLD TR
$15M180K13.0%
03
JHMM
JOHN HANCOCK EXCHANGE TRADED
$13M205K11.9%
04
AVUV
AMERICAN CENTY ETF TR
$9M84K7.6%
05
VGIT
VANGUARD SCOTTSDALE FDS
$7M120K6.4%
06
BSCY
INVESCO EXCH TRD SLF IDX FD
$7M314K5.9%
07
PWRD
TCW ETF TRUST
$6M65K5.5%
08
QQQ
INVESCO QQQ TR
$3M6K3.1%
09
BSCX
INVESCO EXCH TRD SLF IDX FD
$3M152K2.9%
10
BSCW
INVESCO EXCH TRD SLF IDX FD
$2M109K2.0%

Filing history

2026Q2Jun 30
$112M 52.8%
40 positionsView →
2020Q4Dec 31
$73M 14.7%
17 positionsLocked
2020Q3Sep 30
$64M 4.5%
17 positionsLocked
2020Q2Jun 30
$67M 47.4%
19 positionsLocked
2020Q1Mar 31
$46M 53.6%
25 positionsLocked
2019Q4Dec 31
$98M
31 positionsLocked