DWR WEALTH MANAGEMENT, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
San Jose, CA
CIK
0002123012
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
51
114,953
IVV, DFAI, DUHP, VEA
13F-HR
4/7/2026
000175496026000199
Q4 2025
50
107,771
IVV, DUHP, DFAI, VEA
13F-HR
3/31/2026
000175496026000197