DWR WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- San Jose, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 133,622
- Description
- —
- Website
- —
- 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 | 7/7/2026 | 56 | 133,622 | 13F-HR | DWR WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/7/2026 | 51 | 114,954 | 13F-HR | DWR WEALTH MANAGEMENT, LLC |
| Q4 2025 | 3/31/2026 | 50 | 107,772 | 13F-HR | DWR WEALTH MANAGEMENT, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.86 K | 17.1% | 2.38 K | 0 | 2.38 K |
| ETFs | 110.8 K | 82.9% | 16.29 K | 0 | 16.29 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
133,622
Holdings
56
QoQ value change ($000)
18,668
(16.2%)
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.