Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DWM Financial Group, Inc. (CIK 1759545) reported $112.2M across 40 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DMAR ($29.3M, 26.08%), IAU ($14.6M, 13.01%), JHMM ($13.4M, 11.95%), AVUV ($8.6M, 7.64%), VGIT ($7.2M, 6.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DMAR | FIRST TR EXCHNG TRADED FD VI | $29.3M | 26.08% | 702,329 | New |
| 2 | IAU | ISHARES GOLD TR | $14.6M | 13.01% | 179,766 | New |
| 3 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $13.4M | 11.95% | 204,728 | Added |
| 4 | AVUV | AMERICAN CENTY ETF TR | $8.6M | 7.64% | 84,081 | New |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $7.2M | 6.42% | 120,240 | New |
| 6 | BSCY | INVESCO EXCH TRD SLF IDX FD | $6.6M | 5.89% | 314,148 | New |
| 7 | PWRD | TCW ETF TRUST | $6.2M | 5.54% | 64,622 | New |
| 8 | QQQ | INVESCO QQQ TR | $3.5M | 3.12% | 5,694 | Trimmed |
| 9 | BSCX | INVESCO EXCH TRD SLF IDX FD | $3.3M | 2.91% | 152,130 | New |
| 10 | BSCW | INVESCO EXCH TRD SLF IDX FD | $2.3M | 2.03% | 108,906 | New |
| 11 | FBNC | FIRST BANCORP N C | $2.0M | 1.79% | 39,634 | Added |
| 12 | GDLC | GRAYSCALE COINDESK CRYPTO | $2.0M | 1.78% | 48,359 | New |
| 13 | IBIT | ISHARES BITCOIN TRUST ETF | $1.5M | 1.35% | 30,443 | New |
| 14 | AAPL | APPLE INC | $1.1M | 0.99% | 4,089 | Added |
| 15 | PATK | PATRICK INDS INC | $975,887 | 0.87% | 9,000 | New |
| 16 | VTI | VANGUARD INDEX FDS | $944,456 | 0.84% | 2,817 | Added |
| 17 | ETHA | ISHARES ETHEREUM TR | $827,039 | 0.74% | 36,872 | New |
| 18 | NVDA | NVIDIA CORPORATION | $768,475 | 0.68% | 4,121 | New |
| 19 | VTV | VANGUARD INDEX FDS | $746,580 | 0.67% | 3,909 | New |
| 20 | SLV | ISHARES SILVER TR | $490,494 | 0.44% | 7,614 | New |
| 21 | CBTJ | CALAMOS ETF TR | $422,528 | 0.38% | 19,311 | New |
| 22 | JUST | GOLDMAN SACHS ETF TR | $423,816 | 0.38% | 4,383 | New |
| 23 | BSMY | INVESCO EXCH TRD SLF IDX FD | $425,107 | 0.38% | 17,294 | New |
| 24 | VGT | VANGUARD WORLD FD | $424,019 | 0.38% | 563 | New |
| 25 | XLF | SELECT SECTOR SPDR TR | $409,648 | 0.37% | 7,479 | New |
Source: SEC Form 13F filings · as of 2026-06-30