Denver PWM, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The report lists the firm's principal business address as 2000 S Colorado Blvd. Tower 1, Suite 3700, Denver, CO 80222, and identifies Nena Acuna as the Senior Operations Manager.
The filing details a portfolio consisting of 90 distinct equity securities. The largest position by number of shares is held in the iShares Trust MSCI EAFE ETF, with 354,677 shares. The firm also holds significant positions in the iShares Trust iBonds Dec 2030 ETF, with 684,588 shares, and the iShares Trust iBonds 26 Term TS ETF, with 675,466 shares.
Among individual common stocks, the largest holdings include York Space Systems Inc., with 15,000 shares, and the Schwab Strategic Trust US Large Cap Growth ETF, with 736,260 shares. Other notable individual stock positions include NVIDIA Corporation (9,783 shares), Broadcom Inc. (1,611 shares), and Advanced Micro Devices Inc. (583 shares).
The portfolio is diversified across various sectors and market caps, including large-cap growth, value, and emerging market exposure, as well as various bond ETFs. All positions listed in the filing are reported as sole voting and dispositive power.
