Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Denver PWM, LLC (CIK 1657980) reported $290.9M across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($25.3M, 8.70%), SCHM ($17.7M, 6.08%), IBTH ($17.3M, 5.95%), SCHV ($17.0M, 5.86%), IBTG ($15.3M, 5.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $25.3M | 8.70% | 741,376 | Trimmed |
| 2 | SCHM | SCHWAB STRATEGIC TR | $17.7M | 6.08% | 509,213 | Trimmed |
| 3 | IBTH | ISHARES TR | $17.3M | 5.95% | 772,699 | Added |
| 4 | SCHV | SCHWAB STRATEGIC TR | $17.0M | 5.86% | 521,831 | Trimmed |
| 5 | IBTG | ISHARES TR | $15.3M | 5.26% | 668,784 | Trimmed |
| 6 | HEFA | ISHARES TR | $14.9M | 5.11% | 332,933 | Trimmed |
| 7 | IBTI | ISHARES TR | $14.8M | 5.08% | 665,587 | Trimmed |
| 8 | IBTJ | ISHARES TR | $14.6M | 5.02% | 672,520 | Trimmed |
| 9 | SCHF | SCHWAB STRATEGIC TR | $14.0M | 4.81% | 511,007 | Trimmed |
| 10 | IBTK | ISHARES TR | $13.6M | 4.69% | 694,518 | New |
| 11 | TOTL | SSGA ACTIVE ETF TR | $12.8M | 4.40% | 323,044 | Trimmed |
| 12 | JAAA | JANUS DETROIT STR TR | $9.5M | 3.27% | 187,724 | Trimmed |
| 13 | SMLF | ISHARES TR | $8.7M | 2.99% | 103,774 | Trimmed |
| 14 | IJK | ISHARES TR | $7.4M | 2.53% | 65,240 | Trimmed |
| 15 | VOO | VANGUARD INDEX FDS | $7.0M | 2.42% | 10,386 | Trimmed |
| 16 | SCHX | SCHWAB STRATEGIC TR | $5.4M | 1.84% | 184,945 | Trimmed |
| 17 | AAPL | APPLE INC | $5.2M | 1.78% | 17,662 | Trimmed |
| 18 | BOND | PIMCO ETF TR | $5.0M | 1.73% | 54,601 | Trimmed |
| 19 | EMXC | ISHARES INC | $4.2M | 1.43% | 42,411 | Trimmed |
| 20 | JAVA | J P MORGAN EXCHANGE TRADED F | $4.0M | 1.38% | 52,531 | Trimmed |
| 21 | CAT | CATERPILLAR INC | $3.3M | 1.15% | 3,714 | Trimmed |
| 22 | IVV | ISHARES TR | $2.5M | 0.86% | 3,370 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $2.4M | 0.84% | 5,876 | Trimmed |
| 24 | IPAC | ISHARES TR | $2.4M | 0.81% | 28,658 | Trimmed |
| 25 | SPMO | INVESCO EXCH TRADED FD TR II | $2.3M | 0.79% | 16,053 | New |
Source: SEC Form 13F filings · as of 2026-03-31