Institutions / DENVER WEALTH MANAGEMENT, INC. / Holdings
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Denver Wealth Management, Inc.

All holdings · as of Jun 30, 2026

109 positions

CompanyClassValueShares% of portfolio
STATE STR SPDR S&P MIDCAP 40—$204.0K2900.1%
VANGUARD INDEX FDS—$204.5K9390.1%
ISHARES TR—$205.1K2,9510.1%
MICRON TECHNOLOGY INC—$205.5K1780.1%
ISHARES TR—$210.2K1,4360.1%
INTERNATIONAL BUSINESS MACHINES CORP—$211.4K7520.1%
INVESCO EXCH TRD SLF IDX FD—$212.5K10,8310.1%
ALTRIA GROUP, INC.—$217.0K3,0170.1%
ISHARES INC—$228.5K2,7580.1%
ISHARES TR—$229.8K1,4700.1%
ISHARES TR—$236.6K1,7200.1%
NUSHARES ETF TR—$237.0K4,7410.1%
ISHARES TR—$237.8K1,9930.1%
Merck & Co., Inc.—$239.7K1,8650.1%
VANGUARD INDEX FDS—$243.1K6570.1%
Walmart Inc.—$252.6K2,2300.1%
Mastercard Inc—$266.1K5180.1%
American Healthcare REIT, Inc.—$268.8K5,1530.1%
CISCO SYSTEMS, INC.—$270.8K2,3050.1%
CHEVRON CORP—$273.6K1,6500.1%
MORGAN STANLEY ETF TRUST—$278.5K5,5350.1%
ISHARES U S ETF TR—$286.8K5,6610.1%
VANGUARD INDEX FDS—$287.2K3,5650.1%
INVESCO EXCH TRD SLF IDX FD—$292.3K14,9690.1%
FIDELITY COVINGTON TRUST—$293.8K7,3210.1%
SPDR SERIES TRUST—$297.0K11,8640.1%
ISHARES SILVER TR—$314.2K5,8760.1%
VANGUARD INDEX FDS—$315.8K1,2830.1%
COSTCO WHOLESALE CORP /NEW—$316.6K3380.1%
VANGUARD WORLD FD—$333.0K2,7860.1%
SELECT SECTOR SPDR TR—$344.5K2,1710.1%
ISHARES TR—$346.1K4,4880.1%
PFIZER INC—$355.1K14,7450.1%
SPDR SERIES TRUST—$365.6K1,2880.1%
VANGUARD BD INDEX FDS—$376.6K7,5660.1%
CATERPILLAR INC—$378.4K3550.1%
Phillips 66—$381.5K2,2570.1%
VANGUARD SPECIALIZED FUNDS—$384.3K1,6240.1%
Broadcom Inc.—$403.4K1,0680.1%
ISHARES TR—$444.6K2,9980.1%
EATON VANCE TX ADV GLBL DIV—$467.4K19,8560.1%
Fermi Inc.FRMICommon Stock$470.3K51,3400.1%
VANGUARD INDEX FDS—$472.8K1,5600.1%
INTEL CORP—$496.0K3,5520.1%
SPDR SERIES TRUST—$503.7K6,9070.1%
PROSHARES TR—$505.5K9,0010.1%
WELLS FARGO & COMPANY/MN—$506.8K6,1330.1%
RBB FD INC—$513.0K10,2590.1%
Alphabet Inc.—$513.1K1,4360.1%
ADVANCED MICRO DEVICES INC—$525.7K9050.2%
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