§ 13F · FUND PROFILE
DWM Financial Group, Inc..
AUM · $112M (13F)Positions · 40Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$112M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DMAR | FIRST TR EXCHNG TRADED FD VI | 702K | $29M | 26.1% | NEW |
| 2 | IAU | ISHARES GOLD TR | 180K | $15M | 13.0% | NEW |
| 3 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 205K | $13M | 11.9% | NEW |
| 4 | AVUV | AMERICAN CENTY ETF TR | 84K | $9M | 7.6% | NEW |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 120K | $7M | 6.4% | NEW |
| 6 | BSCY | INVESCO EXCH TRD SLF IDX FD | 314K | $7M | 5.9% | NEW |
| 7 | PWRD | TCW ETF TRUST | 65K | $6M | 5.5% | NEW |
| 8 | QQQ | INVESCO QQQ TR | 6K | $3M | 3.1% | NEW |
| 9 | BSCX | INVESCO EXCH TRD SLF IDX FD | 152K | $3M | 2.9% | NEW |
| 10 | BSCW | INVESCO EXCH TRD SLF IDX FD | 109K | $2M | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DWM SIGNAL
AC read
DWM Financial Group, Inc. is a institutional fund managing $112 million in assets. The fund runs a portfolio of 40 positions.
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