Holdings

Dwr Wealth Management, LLC

As of Sep 30, 2026, Dwr Wealth Management, LLC reported 26 positions worth US$22.8M. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc25,457US$8.39M−1,946Sep 30, 2026
Nvidia Corporation8,454US$1.92M+468Sep 30, 2026
Amazon.com, Inc.7,754US$1.91M+121Sep 30, 2026
Alphabet Inc (google) Class C2,606US$884K+146Sep 30, 2026
Chevron Corporation4,091US$836Kno changeSep 30, 2026
Arista Networks, Inc.3,997US$811Kno changeSep 30, 2026
Cisco Systems, Inc.7,154US$765K+25Sep 30, 2026
Netflix, Inc.10,865US$764K−1,304Sep 30, 2026
Sabine Royalty Trust10,466US$734Kno changeSep 30, 2026
Johnson & Johnson2,537US$679K+4Sep 30, 2026