DWR WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
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
Q4 2025 50 107,771 IVV, DUHP, DFAI, VEA 13F-HR 3/31/2026 000175496026000197