Dwr Wealth Management »

Apple shares owned by Dwr Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Dwr Wealth Management from 13F filings

Historical chart of Dwr Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Dwr Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Dwr Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.7M 27k 246.63

More positions owned by Dwr Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Dwr Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Berkshire Hathaway
Norges Bank Investment Management
Northern Trust
Goldman Sachs Group
Legal & General Group
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Wellington Management Company
Susquehanna International

View all funds holding Apple