DWR WEALTH MANAGEMENT, LLC

Q3 2026 13F Holdings

Location
San Jose, CA
Holdings as of
9/30/2026
Value ($000)
$144,336
Num holdings
58
Date filed
10/13/2026
Form type
13F-HR
Prev filing
7/8/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type