13F

Investor

DENVER WEALTH MANAGEMENT, INC.

CIK 0001909800 · filed 2026-04-27 · SEC filing

13F book

$290.7M

Positions

100

16 new · 8 sold

Largest name

20.3%

Spdr Series Trust

Est. mark

−$8.25M

Price effect on 84 names still held. Flow $16.7M.
NameTickerSharesValueWeightEst. markChange
Spdr Series Trust772.5K$59.1M20.3%−$2.8MAdded−$1.96M
Invesco Exch Traded Fd Tr Ii217.1K$51.6M17.8%−$3.25MAdded−$2.11M
Invesco Exch Traded Fd Tr Ii168.3K$19.3M6.7%$65.4KAdded$1.06M
Ishares Tr35.6K$15.2M5.2%−$1.61MAdded−$1.1M
Lazard Active Etf Tr431K$13.7M4.7%New
First Tr Exchange Traded Fd159.3K$10.9M3.7%−$178.2KAdded$468.3K
Spdr Series Trust138.8K$7.86M2.7%−$31.9KCut−$408.8K
Apple Inc.AAPL30.7K$7.78M2.7%−$554.4KCut−$698.8K
Invesco Exchange Traded Fd T93.6K$7.59M2.6%$592.4KCut$474.3K
Invesco Exchange Traded Fd T70.3K$7.27M2.5%$63.6KAdded$402.3K
Spdr Series Trust65K$6.36M2.2%−$571.2KCut−$668.2K
Global X Fds50.1K$5.03M1.7%$10.2KAdded$948.8K
Ishares Tr59.6K$4.69M1.6%−$56.8KAdded$456.2K
Spdr S&P 500 Etf Tr5.61K$3.65M1.3%−$177.5KCut−$185K
Spdr Series Trust20.9K$3.05M1.0%$141.6KCut$68.8K
Invesco Qqq Tr5.04K$2.91M1.0%−$186.7KCut−$284.4K
Vanguard Index Fds4.55K$2.72M0.9%New
Pnc Finl Svcs Group Inc11K$2.3M0.8%New
Janus Detroit Str Tr44.5K$2.24M0.8%−$9.33KCut−$9.82M
Spdr Series Trust21.2K$2.05M0.7%$51KAdded$72.7K
Wisdomtree Tr39.9K$2.01M0.7%$775Cut−$520.2K
Pgim Etf Tr39.1K$2M0.7%−$3.13KCut−$42.9K
Nvidia CorpNVDA10.8K$1.89M0.7%−$121.1KAdded$23.6K
Invesco Exchange Traded Fd T24.7K$1.86M0.6%$3.48KCut−$404K
Ishares Tr36K$1.71M0.6%−$7.15KAdded$760.3K
Wisdomtree Tr18.7K$1.64M0.6%−$24.7KAdded$252.4K
Ishares Tr2.29K$1.5M0.5%−$28KAdded$896.4K
Berkshire Hathaway Inc Del3.02K$1.45M0.5%−$68.8KAdded−$29.5K
Vaneck Etf Trust3.64K$1.4M0.5%$75.8KAdded$223.4K
American Centy Etf Tr12.4K$1.37M0.5%$101.2KAdded$153.5K
Tesla, Inc.TSLA3.49K$1.3M0.4%−$163.2KAdded$357.3K
Abrdn Silver Etf TrustSIVR18.1K$1.29M0.4%$71.3KAdded$78.4K
First Tr Exchange-Traded Fd26.3K$1.23M0.4%$25KCut−$154.3K
Select Sector Spdr Tr26.2K$1.2M0.4%$83.9KCut$58.2K
Rbb Fd Inc24K$1.2M0.4%−$513Cut−$983.2K
Invesco Exch Trd Slf Idx Fd59.5K$1.16M0.4%−$2.44KAdded$103.9K
Wisdomtree Tr20K$962.8K0.3%−$10.2KCut−$59K
Home Depot, Inc.HD2.9K$954.8K0.3%−$44KCut−$424.2K
Wisdomtree Tr17.8K$935.4K0.3%$16.7KCut$14.5K
Realty Income CorpO15K$914.9K0.3%$71.3KAdded$78.9K
Vanguard Tax-Managed Fds14K$900.1K0.3%New
Rbb Fd Inc18K$899.4K0.3%−$700Cut−$311.3K
Invesco Exch Trd Slf Idx Fd43.7K$857.7K0.3%−$3.02KAdded$338.7K
Columbia Etf Tr I21.9K$852.9K0.3%−$40.7KCut−$369.2K
Spdr Series Trust14.1K$834.9K0.3%$18.5KCut−$48K
World Gold Tr8.42K$780.5K0.3%$61.6KHeld
Select Sector Spdr Tr11.9K$728.3K0.3%$196.8KCut$159.4K
Vanguard Growth Etf1.66K$726.4K0.3%−$84.8KCut−$91.6K
Exxon Mobil Corp4.24K$720.1K0.2%$204.7KAdded$221K
Spdr Series Trust14.7K$711.7K0.2%$21.5KCut−$20.5K
Spdr Series Trust7.28K$698.8K0.2%$24.2KAdded$63.9K
Graniteshares Gold Tr14.2K$656.9K0.2%$51.8KHeld
Amazon Com IncAMZN3.14K$653.3K0.2%−$51.1KAdded$130.1K
Spdr Dow Jones Indl Average1.41K$651K0.2%−$24.6KCut−$58.7K
Vanguard Bd Index Fds12.9K$640.1K0.2%New
Proshares Tr5.57K$590.1K0.2%$10.5KAdded$26.2K
Eaton Vance Tax Advt Div Inc24K$589.9K0.2%−$13.8KAdded$37.6K
Vanguard Index Fds2.79K$574.7K0.2%New
Jpmorgan Chase & Co.1.86K$546K0.2%−$51.1KAdded−$42.6K
Microsoft CorpMSFT1.46K$539.2K0.2%−$155.9KAdded−$124.9K
Ishares Gold Tr6.1K$538.1K0.2%New
Ishares Tr3.59K$510.7K0.2%−$22.5KCut−$58.5K
Spdr Series Trust5.04K$476.9K0.2%$18.2KCut−$54.4K
Wells Fargo Co New5.88K$468.4K0.2%−$77.8KAdded−$64.9K
Vanguard Specialized Funds2.05K$440.9K0.2%−$9.59KCut−$10.9K
Spdr Series Trust6.91K$435.8K0.1%−$20.5KAdded−$6.82K
Select Sector Spdr Tr8.68K$428.6K0.1%−$29.4KAdded$129.9K
Phillips 66PSX2.24K$408.7K0.1%$119.2KCut$115.6K
Alphabet Inc1.41K$405.4K0.1%−$22.9KAdded$122.8K
Ishares Silver Tr5.94K$404.8K0.1%$22.1KCut−$76.8K
Pfizer IncPFE14.2K$398.4K0.1%$29.3KAdded$168.7K
Eaton Vance Tx Adv Glbl Div19.8K$397.6K0.1%−$52.7KAdded−$10.5K
Chevron Corp NewCVX1.81K$375.5K0.1%$95.2KAdded$109.1K
Spdr Series Trust14.3K$356.4K0.1%−$4.85KCut−$416.3K
Ishares Tr2.83K$351.6K0.1%$11.6KAdded$14.9K
Costco Whsl Corp New344$343K0.1%$46.4KCut$18.8K
Vanguard Index Fds1.29K$338.7K0.1%New
Select Sector Spdr Tr2.25K$330K0.1%−$18.5KCut−$55.6K
Pimco Etf Tr3.24K$326.1K0.1%New
Vanguard Scottsdale Fds4.03K$319.8K0.1%New
Amplify Etf Tr6.97K$312.8K0.1%$2.46KCut−$9.65K
Broadcom Inc.AVGO1K$310K0.1%New
Spdr Series Trust1.21K$308.1K0.1%$15.5KCut$314
Ishares U S Etf Tr5.96K$302.7K0.1%−$1.11KAdded$89.1K
Ishares Tr3.05K$293.4K0.1%New
Ishares Tr4.27K$288.5K0.1%$6.49KAdded$6.89K
Mastercard IncMA561$280.5K0.1%−$39.7KHeld
Vanguard World Fd396$276.3K0.1%New
International Business Machs1.09K$265.5K0.1%−$49.4KAdded−$6.46K
Caterpillar IncCAT362$256.3K0.1%$47.8KAdded$53.5K
Vanguard Index Fds890$255.5K0.1%−$2.7KHeld
Fidelity Covington Trust6.76K$251.6K0.1%$4.19KCut−$558.2K
American Healthcare REIT, Inc.AHR5.22K$246.4K0.1%$506Added$8.95K
ConocophillipsCOP1.78K$235.3K0.1%New
Walmart Inc.WMT1.87K$232.6K0.1%$24KAdded$25.4K
Vanguard Charlotte Fds4.72K$226.7K0.1%New
Merck & Co., Inc.MRK1.86K$223.9K0.1%New
Ishares Tr1.47K$222.6K0.1%$15.1KCut−$852
Nushares Etf Tr4.74K$215.6K0.1%$2.13KCut−$29.5K
Waste Mgmt Inc Del923$212.2K0.1%$9.5KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.