Denver PWM, LLC - Portfolio Stock Holdings
Denver PWM, LLC disclosed 90 stock positions in a recent SEC 13F filing. $300,287,378 of stock holdings were filed, with the largest holdings including SCHG, SCHM, and SCHV. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $524,370,341 and has 6 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:
90Est. Stock Holding Value:
$300,287,378Top Stock Holdings By Sector
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Portfolio Stock Holdings - Denver PWM, LLC
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% of Portfolio
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