DWR WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
DWR WEALTH MANAGEMENT, LLC disclosed 56 stock positions in a recent SEC 13F filing. $134,573,798 of stock holdings were filed, with the largest holdings including IVV, DFAI, and DUHP. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $221,184,429 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
56Est. Stock Holding Value:
$134,573,798Top Stock Holdings By Sector
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Portfolio Stock Holdings - DWR WEALTH MANAGEMENT, LLC
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% of Portfolio
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