DWM Financial Group, Inc. — 13F holdings
DWM Financial Group, Inc. reported 40 holdings worth $112M in its 13F filing for Q2 2026, filed August 14, 2026.
Largest positions
- DMAR FIRST TR EXCHNG TRADED FD VI — $29.3M (26.1%)
- IAU ISHARES GOLD TR — $14.6M (13.0%)
- JHMM JOHN HANCOCK EXCHANGE TRADED — $13.4M (11.9%)
- AVUV AMERICAN CENTY ETF TR — $8.57M (7.6%)
- VGIT VANGUARD SCOTTSDALE FDS — $7.21M (6.4%)
- BSCY INVESCO EXCH TRD SLF IDX FD — $6.60M (5.9%)
- PWRD TCW ETF TRUST — $6.21M (5.5%)
- QQQ Invesco Qqq Tr — $3.50M (3.1%)
- BSCX INVESCO EXCH TRD SLF IDX FD — $3.26M (2.9%)
- BSCW INVESCO EXCH TRD SLF IDX FD — $2.27M (2.0%)