Dwm Financial Group
$112M 13F equity value
40 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Dwm Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DMAR | FIRST TR EXCHNG TRADED FD VI | 702,329 | $29M | 26.1% |
| IAU | ISHARES GOLD TR | 179,766 | $15M | 13.0% |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 204,728 | $13M | 11.9% |
| AVUV | AMERICAN CENTY ETF TR | 84,081 | $9M | 7.6% |
| VGIT | VANGUARD SCOTTSDALE FDS | 120,240 | $7M | 6.4% |
| BSCY | INVESCO EXCH TRD SLF IDX FD | 314,148 | $7M | 5.9% |
| PWRD | TCW ETF TRUST | 64,622 | $6M | 5.5% |
| QQQ | INVESCO QQQ TR | 5,694 | $3M | 3.1% |
| BSCX | INVESCO EXCH TRD SLF IDX FD | 152,130 | $3M | 2.9% |
| BSCW | INVESCO EXCH TRD SLF IDX FD | 108,906 | $2M | 2.0% |
Track Dwm Financial Group's 13F portfolio: $112M in reported holdings, 40 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}