StockDriftsStockDriftsTop 50 Dwr Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.94% | 23.2K | $17.3M | -5.13%(-1.26K) | $677.12(+14.80%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 11.01% | 357.6K | $14.7M | +8.00%(+26.49K) | $37.67(+15.02%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 9.89% | 319.1K | $13.2M | +3.03%(+9.38K) | $37.87(+12.59%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.07% | 133.1K | $9.4M | -5.58%(-7.87K) | $61.19(+19.27%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 6.61% | 222.9K | $8.8M | +7.13%(+14.83K) | $32.52(+19.75%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.78% | 27.4K | $7.7M | +0.89%(+243) | $263.29(+16.48%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.57% | 91.6K | $7.4M | +21.66%(+16.32K) | $73.37(+15.33%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.74% | 61.0K | $5.0M | +8.97%(+5.02K) | $69.90(+19.62%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.35% | 122.1K | $4.5M | -4.14%(-5.28K) | $32.05(+18.11%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 3.17% | 43.1K | $4.2M | -10.80%(-5.22K) | $89.95(+7.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.79% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.30% |
Dwr Wealth Management LLC reports $133.62M in US-listed equity holdings across 56 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.9%), DFAI (11.0%) and DUHP (9.9%). The top 20 holdings account for 88.18% of reported assets. Its disclosed equity book has returned +9.79% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dwr Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2123012). View Dwr Wealth Management LLC’s 13F filings on SEC