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Dwr Wealth Management

Latest statistics and disclosures from Dwr Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002123012

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Positions held by Dwr Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Dwr Wealth Management

Dwr Wealth Management holds 51 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.5	$16M	25k	634.92	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	10.9	$13M	331k	37.84	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	9.7	$11M	310k	35.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.6	$8.7M	141k	62.03	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	5.9	$6.8M	208k	32.71	View chart
Apple (AAPL)	5.8	$6.7M	27k	246.63	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	4.5	$5.2M	75k	68.89	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.7	$4.2M	48k	87.33	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	3.7	$4.2M	127k	32.96	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.4	$3.9M	75k	52.42	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.4	$3.9M	56k	69.19	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	3.0	$3.5M	68k	50.67	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.6	$2.9M	70k	42.08	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.4	$2.8M	12k	239.62	View chart
Ishares Tr Rus 1000 Etf (IWB)	2.1	$2.5M	7.1k	346.67	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.8	$2.1M	88k	23.29	View chart
Amazon (AMZN)	1.3	$1.5M	7.6k	200.96	View chart
NVIDIA Corporation (NVDA)	1.1	$1.3M	7.9k	165.17	View chart
Netflix (NFLX)	1.0	$1.2M	13k	92.97	View chart
Exxon Mobil Corporation (XOM)	1.0	$1.1M	6.4k	171.46	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.8	$974k	12k	79.87	View chart
Chevron Corporation (CVX)	0.7	$820k	3.9k	210.72	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.7	$812k	8.4k	96.77	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.7	$798k	11k	76.21	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.6	$730k	4.0k	184.80	View chart
MercadoLibre (MELI)	0.6	$675k	417.00	1619.20	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.6	$635k	54k	11.73	View chart
Johnson & Johnson (JNJ)	0.5	$586k	2.4k	242.45	View chart
Cisco Systems (CSCO)	0.5	$549k	7.1k	77.04	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.4	$501k	836.00	599.03	View chart
Arista Networks Com Shs (ANET)	0.4	$462k	4.0k	116.13	View chart
Cameco Corporation (CCJ)	0.4	$437k	4.3k	102.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$435k	916.00	474.66	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$424k	4.6k	92.57	View chart
Microsoft Corporation (MSFT)	0.4	$405k	1.1k	359.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$378k	678.00	557.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$361k	1.3k	273.50	View chart
Ge Aerospace Com New (GE)	0.3	$350k	1.3k	273.24	View chart
JPMorgan Chase & Co. (JPM)	0.3	$328k	1.2k	283.68	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$328k	2.4k	137.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$293k	1.1k	273.14	View chart
Meta Platforms Cl A (META)	0.2	$278k	519.00	536.39	View chart
Tesla Motors (TSLA)	0.2	$265k	746.00	355.28	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$252k	399.00	632.52	View chart
Ge Vernova (GEV)	0.2	$245k	300.00	817.69	View chart
Mastercard Incorporated Cl A (MA)	0.2	$245k	495.00	494.00	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.2	$237k	3.2k	74.18	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$196k	10k	19.59	View chart
Gamco Nat Res Gold & Income Sh Ben Int (GNT)	0.1	$133k	16k	8.18	View chart
San Juan Basin Rty Tr Unit Ben Int (SJT)	0.1	$101k	21k	4.94	View chart
Manhattan Bridge Capital (LOAN)	0.1	$87k	87k	1.00	View chart

Past Filings by Dwr Wealth Management

SEC 13F filings are viewable for Dwr Wealth Management going back to 2026

Dwr Wealth Management 2026 Q1 filed April 7, 2026

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