Dwr Wealth Management

Dwr Wealth Management as of March 31, 2026

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