DWM Financial Group, Inc.
All 13F Filings
- Location
- Palatine, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 112,197
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 40 | 112,197 | 13F-HR | DWM Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 36.34 K | 32.4% | 36.34 K | 0 | 36.34 K |
| ETFs | 73.86 K | 65.8% | 73.86 K | 0 | 73.86 K |
| Other | 1.998 K | 1.8% | 1.998 K | 0 | 1.998 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
112,197
Holdings
40
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.