Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

DENVER WEALTH MANAGEMENT, INC. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

DENVER WEALTH MANAGEMENT, INC. (CIK 1909800) reported $290.7M across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($59.1M, 20.34%), QQQM ($51.6M, 17.75%), RWL ($19.3M, 6.65%), IWF ($15.2M, 5.22%), IEQ ($13.7M, 4.71%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPLGSPDR SERIES TRUST$59.1M20.34%772,538Added
2QQQMINVESCO EXCH TRADED FD TR II$51.6M17.75%217,138Added
3RWLINVESCO EXCH TRADED FD TR II$19.3M6.65%168,293Added
4IWFISHARES TR$15.2M5.22%35,558Added
5IEQLAZARD ACTIVE ETF TR$13.7M4.71%431,011New
6RDVYFIRST TR EXCHANGE TRADED FD$10.9M3.74%159,258Added
7SPYVSPDR SERIES TRUST$7.9M2.70%138,838Trimmed
8AAPLAPPLE INC$7.8M2.68%30,672Trimmed
9RSPUINVESCO EXCHANGE TRADED FD T$7.6M2.61%93,577Trimmed
10XMHQINVESCO EXCHANGE TRADED FD T$7.3M2.50%70,289Added
11SPYGSPDR SERIES TRUST$6.4M2.19%64,979Trimmed
12CLIPGLOBAL X FDS$5.0M1.73%50,091Added
13IMCGISHARES TR$4.7M1.61%59,594Added
14SPYSTATE STR SPDR S&P 500 ETF T$3.6M1.25%5,608Trimmed
15SDYSPDR SERIES TRUST$3.0M1.05%20,868Trimmed
16QQQINVESCO QQQ TR$2.9M1.00%5,036Trimmed
17VOOVANGUARD INDEX FDS$2.7M0.94%4,553New
18PNCPNC FINL SVCS GROUP INC$2.3M0.79%11,034New
19JAAAJANUS DETROIT STR TR$2.2M0.77%44,500Trimmed
20SLYGSPDR SERIES TRUST$2.0M0.70%21,203Added
21PAAAPGIM ETF TR$2.0M0.69%39,097Trimmed
22USFRWISDOMTREE TR$2.0M0.69%39,931Trimmed
23NVDANVIDIA CORPORATION$1.9M0.65%10,840Added
24SPHQINVESCO EXCHANGE TRADED FD T$1.9M0.64%24,738Trimmed
25AOMISHARES TR$1.7M0.59%36,049Added

Source: SEC Form 13F filings · as of 2026-03-31