DWR WEALTH MANAGEMENT, LLC
Q2 2026 13F Holdings
Location
San Jose, CA
Holdings as of
6/30/2026
Value ($000)
$133,622
Num holdings
56
Date filed
7/7/2026
Form type
13F-HR
Prev filing
4/7/2026
Next filing
SEC
View on sec.gov
Compare Q2 2026 to
2026 Q1
2025 Q4
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type