Denver PWM, LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Denver, CO
CIK
0001657980
Alternate names
Vista Private Wealth Partners. LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 70 277,863 SCHG, SCHV, IBTF, SCHM 13F-HR 5/6/2025 000142050625000901
Q4 2024 231 258,380 SCHG, SCHM, SCHV, IBTF 13F-HR 2/3/2025 000198615225000014
Q3 2024 159 263,304 SCHG, SCHF, SCHV, SCHM RESTATEMENT 12/3/2024 000198615224000060
Q2 2024 234 250,663 SCHG, SCHF, SCHV, SCHM 13F-HR 8/5/2024 000198615224000043
Q1 2024 98 258,732 SCHG, SCHWAB INTERNATIONAL EQUITY ETF, SCHM, SCHV 13F-HR 5/13/2024 000198615224000020
Q4 2023 88 215,804 GOVT, SCHWAB INTERNATIONAL EQUITY ETF, SCHM, SCHX 13F-HR 2/13/2024 000198615224000008
Q3 2023 96 238,966 SCHG, SCHV, SCHF, SCHM 13F-HR 10/10/2023 000108514623003640
Q2 2023 97 241,627 SCHG, SCHM, SCHV, SCHF 13F-HR 7/17/2023 000108514623002742
Q1 2023 95 227,322 SCHG, SCHM, SCHV, SCHF 13F-HR 5/9/2023 000108514623002170
Q4 2022 101 210,851 SCHG, SCHM, SCHV, SCHD 13F-HR 1/12/2023 000108514623000101
Q3 2022 90 179,352 SCHG, SCHM, SCHV, SCHF 13F-HR 10/13/2022 000108514622003372
Q2 2022 92 212,385 SCHG, SCHM, SCHV, SCHF 13F-HR 7/13/2022 000108514622002370
Q1 2022 94 251,526 SCHG, SCHM, SCHF, SCHV 13F-HR 4/12/2022 000108514622001375
Q4 2021 97 261,781 SCHG, SCHM, SCHF, SCHV 13F-HR 1/18/2022 000108514622000181
Q3 2021 95 242,013 SCHG, SCHM, SCHF, SCHV 13F-HR 10/12/2021 000108514621002735
Q2 2021 94 238,819 SCHG, SCHM, SCHF, SCHD 13F-HR 7/13/2021 000108514621001966
Q1 2021 74 171,324 SCHG, SCHM, SCHF, SCHX 13F-HR 4/14/2021 000108514621001159
Q4 2020 85 200,929 SCHG, SCHM, SCHF, BSCO 13F-HR 1/20/2021 000108514621000182
Q3 2020 75 171,592 SCHG, SCHM, SCHF, SCHX 13F-HR 12/22/2020 000108514620003101
Q2 2020 77 163,770 SCHG, SCHM, SCHF, SCHX 13F-HR 7/15/2020 000108514620001786
Q1 2020 68 136,210 SCHG, SCHM, SCHF, SCHX 13F-HR 4/16/2020 000108514620001135
Q4 2019 73 173,012 SCHG, SCHM, SCHX, SCHV 13F-HR 1/8/2020 000108514620000035
Q3 2019 223 166,053 SCHG, SCHM, SCHV, SCHX 13F-HR 10/16/2019 000108514619002545
Q2 2019 69 156,874 SCHG, SCHM, SCHX, SCHF 13F-HR 8/27/2019 000108514619002400
Q1 2019 70 153,090 SCHG, SCHM, SCHF, SCHV 13F-HR 4/18/2019 000108514619001197
Q4 2018 67 139,461 SCHG, SCHM, SCHX, SCHF 13F-HR 2/14/2019 000108514619000813
Q3 2018 68 133,129 SCHG, SCHM, SCHF, SCHX 13F-HR 11/15/2018 000108514618002793
Q1 2018 53 112,192 SCHG, SCHM, SCHF, SCHX 13F-HR 5/15/2018 000108514618001491
Q4 2017 65 132,398 CLAYMORE EXCHANGE TRD FD TR, SCHG, SCHM, SCHF 13F-HR 2/26/2018 000108514618000929
Q3 2017 60 127,932 CLAYMORE EXCHANGE TRD FD TR, SCHG, SCHF, SCHM 13F-HR 12/5/2017 000108514617002517
Additional filings from Denver PWM, LLC that have since been restated