DENVER WEALTH MANAGEMENT, INC.
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 349,294
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/7/2026 | 109 | 349,294 | 13F-HR | DENVER WEALTH MANAGEMENT, INC. |
| Q1 2026 | 4/27/2026 | 100 | 290,670 | 13F-HR | DENVER WEALTH MANAGEMENT, INC. |
| Q4 2025 | 2/13/2026 | 92 | 282,197 | 13F-HR | DENVER WEALTH MANAGEMENT, INC. |
| Q3 2025 | 11/12/2025 | 91 | 271,428 | 13F-HR | DENVER WEALTH MANAGEMENT, INC. |
| Q2 2025 | 8/13/2025 | 87 | 241,748 | 13F-HR | DENVER WEALTH MANAGEMENT, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 40.31 K | 11.5% | 3.589 K | 0 | 3.589 K |
| ETFs | 309 K | 88.5% | 55.03 K | 0 | 55.03 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
349,294
Holdings
109
QoQ value change ($000)
58,624
(20.2%)
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.