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 (2026-06-30)

DENVER WEALTH MANAGEMENT, INC. (CIK 1909800) reported $349.3M across 109 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYM ($73.0M, 20.89%), QQQM ($65.9M, 18.87%), RWL ($22.4M, 6.42%), IDEQ ($19.7M, 5.65%), IWF ($14.1M, 4.03%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYMSPDR SERIES TRUST$73.0M20.89%830,210Added
2QQQMINVESCO EXCH TRADED FD TR II$65.9M18.87%217,587Added
3RWLINVESCO EXCH TRADED FD TR II$22.4M6.42%175,559Added
4IDEQLAZARD ACTIVE ETF TR$19.7M5.65%562,823Added
5IWFISHARES TR$14.1M4.03%113,385Added
6RDVYFIRST TR EXCHANGE TRADED FD$13.6M3.89%167,798Added
7AAPLAPPLE INC$8.9M2.54%30,703Added
8PVALPUTNAM ETF TRUST$8.7M2.50%171,680New
9XMHQINVESCO EXCHANGE TRADED FD T$8.5M2.44%75,628Added
10RSPUINVESCO EXCHANGE TRADED FD T$8.5M2.44%105,068Added
11CLIPGLOBAL X FDS$7.4M2.11%73,573Added
12SPYGSPDR SERIES TRUST$7.3M2.09%61,214Trimmed
13IMCGISHARES TR$7.2M2.05%72,745Added
14PYLDPIMCO ETF TR$5.1M1.46%191,761New
15SPYSTATE STR SPDR S&P 500 ETF T$4.1M1.17%5,477Trimmed
16QQQINVESCO QQQ TR$3.7M1.06%5,035Trimmed
17SDYSPDR SERIES TRUST$3.0M0.85%19,426Trimmed
18PNCPNC FINL SVCS GROUP INC$2.7M0.78%11,118Added
19SMHVANECK ETF TRUST$2.5M0.73%3,871Added
20SPHQINVESCO EXCHANGE TRADED FD T$2.4M0.68%26,203Added
21SLYGSPDR SERIES TRUST$2.3M0.66%19,331Trimmed
22VOOVANGUARD INDEX FDS$2.3M0.66%3,338Trimmed
23JAAAJANUS DETROIT STR TR$2.2M0.63%43,718Trimmed
24NVDANVIDIA CORPORATION$2.1M0.60%10,549Trimmed
25AOMISHARES TR$2.1M0.59%41,217Added

Source: SEC Form 13F filings · as of 2026-06-30