StockDriftsStockDriftsTop 40 Dwm Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DMAR | FIRST TR EXCHNG TRADED FD VI | 26.08% | 702.3K | $29.3M | new | $43.27(+4.92%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 13.01% | 179.8K | $14.6M | new | $80.22(+1.94%) | 2026-06-30 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 11.95% | 204.7K | $13.4M | new | $70.15(+9.99%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 7.64% | 84.1K | $8.6M | new | $116.51(+9.87%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 6.42% | 120.2K | $7.2M | new | $59.20(-1.14%) | 2026-06-30 | |
| BSCY | INVESCO EXCH TRD SLF IDX FD | 5.89% | 314.1K | $6.6M | new | $20.62(-0.97%) | 2026-06-30 | |
| PWRD | TCW ETF TRUST | 5.54% | 64.6K | $6.2M | new | $108.47(+4.65%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.12% | 5.7K | $3.5M | new | $647.34(+13.09%) | 2026-06-30 | |
| BSCX | INVESCO EXCH TRD SLF IDX FD | 2.91% | 152.1K | $3.3M | new | $21.04(-0.81%) | 2026-06-30 | |
| BSCW | INVESCO EXCH TRD SLF IDX FD | 2.03% | 108.9K | $2.3M | new | $20.49(-0.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Dwm Financial Group INC reports $112.20M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are DMAR (26.1%), IAU (13.0%) and JHMM (11.9%). The top 20 holdings account for 94.74% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Dwm Financial Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1759545). View Dwm Financial Group INC’s 13F filings on SEC