Dwr Wealth Management, LLC
Dwr Wealth Management, LLC reported 58 holdings worth US$144M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Dwr Wealth Management, LLC reported 58 holdings worth US$144M as of Sep 30, 2026. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 58
- Value as reported
- US$144M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 25,457 | US$8.39M | 5.8% |
| Nvidia Corporation | 8,454 | US$1.92M | 1.3% |
| Amazon.com, Inc. | 7,754 | US$1.91M | 1.3% |
| Alphabet Inc (google) Class C | 2,606 | US$884K | 0.61% |
| Chevron Corporation | 4,091 | US$836K | 0.58% |
| Arista Networks, Inc. | 3,997 | US$811K | 0.56% |
| Cisco Systems, Inc. | 7,154 | US$765K | 0.53% |
| Netflix, Inc. | 10,865 | US$764K | 0.53% |
| Sabine Royalty Trust | 10,466 | US$734K | 0.51% |
| Johnson & Johnson | 2,537 | US$679K | 0.47% |
| Microsoft Corp. | 1,156 | US$588K | 0.41% |
| Mercadolibre, Inc. | 320 | US$552K | 0.38% |
| Jp Morgan Chase & Co. | 1,321 | US$443K | 0.31% |
| Meta Platforms, Inc. | 597 | US$441K | 0.31% |
| Ge Aerospace | 1,299 | US$413K | 0.29% |
| Berkshire Hathaway Inc. | 807 | US$405K | 0.28% |
| Cameco Corporation | 4,250 | US$369K | 0.26% |
| Tesla, Inc. | 834 | US$294K | 0.20% |
| Ge Vernova Inc. | 305 | US$294K | 0.20% |
| Mastercard Incorporated | 495 | US$279K | 0.19% |
| Eli Lilly And Company | 216 | US$255K | 0.18% |
| Illumina, Inc. | 838 | US$228K | 0.16% |
| Micron Technology, Inc. | 196 | US$209K | 0.14% |
| Energy Transfer Lp | 10,000 | US$199K | 0.14% |
| San Juan Basin Royalty Trust | 20,500 | US$74,415 | 0.05% |
| Manhattan Bridge Capital, Inc | 55,179 | US$55,179 | 0.04% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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