DWR Wealth Management, LLCETFConcentrated trader

CIK: 0002123012 | SAN JOSE, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	58	$144.3M	2026-10-13	SEC ↗
Q2 2026	13F-HR	56	$133.6M	2026-07-08	SEC ↗
Q1 2026	13F-HR	51	$115.0M	2026-04-07	SEC ↗
Q4 2025	13F-HR	50	$107.8M	2026-04-01	SEC ↗