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DWM Financial Group, Inc.
Updated 8 days agoManaged by Dwm Financial Group, Inc. • Latest filing Q3 2026
Portfolio value
$127.7M
Q3 2026
Filings
2
Quarterly 13F history
Top-10 concentration
70.7%
Weight of largest holdings
Annualized return
68.0%
Implied from 13F holdings
Top holdings
65 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A FIRST TR EXCHNG TRADED FD VI | $30.6M | 670.0K | 23.98% | Trimmed(-4.6%) |
| 2 | $12.8M | 179.1K | 10.03% | Trimmed(-12.5%) | |
| 3 | ? N/A AMERICAN CENTY ETF TR | $8.4M | 71.5K | 6.59% | Trimmed(-15.0%) |
| 4 | $8.3M | 106.0K | 6.48% | Trimmed(-41.0%) | |
| 5 | $7.2M | 126.6K | 5.61% | Added(+5.3%) | |
| 6 | $6.6M | 337.8K | 5.16% | Added(+7.5%) | |
| 7 | ? N/A TCW ETF TRUST | $5.7M | 53.7K | 4.43% | Trimmed(-16.8%) |
| 8 | $3.8M | 62.1K | 2.97% | Added(+56.7%) | |
| 9 | $3.6M | 4.9K | 2.84% | Trimmed(-13.8%) | |
| 10 | $3.3M | 165.6K | 2.59% | Added(+8.8%) | |
| 11 | $2.7M | 30.1K | 2.12% | — | |
| 12 | $2.3M | 117.5K | 1.80% | Added(+7.9%) | |
| 13 | $2M | 51.4K | 1.54% | Added(+6.2%) | |
| 14 | $1.5M | 7.9K | 1.18% | — | |
| 15 | $1.5M | 4.5K | 1.16% | Added(+9.0%) | |
| 16 | $1.4M | 20.5K | 1.06% | — | |
| 17 | $1.3M | 27.8K | 1.03% | Trimmed(-8.5%) | |
| 18 | $1.2M | 12.5K | 0.95% | — | |
| 19 | $1.1M | 4.6K | 0.83% | Added(+12.3%) | |
| 20 | $1M | 2.8K | 0.81% | Trimmed(-2.2%) |