DWM Financial Group, Inc.: 13F holdings
CIK 17595452026Q2
| Positions | 40 |
|---|---|
| Reported value | $112.2m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| EWU FIRST TR EXCHNG TRADED FD VI | 702,329 | $29.3m | 26.1% |
| IAU ISHARES GOLD TR | 179,766 | $14.6m | 13.0% |
| JHMM JOHN HANCOCK EXCHANGE TRADED | 204,728 | $13.4m | 11.9% |
| AVUV AMERICAN CENTY ETF TR | 84,081 | $8.6m | 7.6% |
| VGIT VANGUARD SCOTTSDALE FDS | 120,240 | $7.2m | 6.4% |
| INVESCO EXCH TRD SLF IDX FD | 314,148 | $6.6m | 5.9% |
| TCW ETF TRUST | 64,622 | $6.2m | 5.5% |
| QQQ INVESCO QQQ TR | 5,694 | $3.5m | 3.1% |
| INVESCO EXCH TRD SLF IDX FD | 152,130 | $3.3m | 2.9% |
| INVESCO EXCH TRD SLF IDX FD | 108,906 | $2.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1759545")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.