DWR WEALTH MANAGEMENT, LLC
Q4 2025 13F-HR Holdings
Location
San Jose, CA
Holdings as of
12/31/2025
Value ($000)
$107,771,740
Num holdings
50
Date filed
4/1/2026
Form type
13F-HR
Prev filing
Next filing
4/7/2026
SEC
View on sec.gov
Compare Q4 2025 to
2026 Q1
Issuer Name
Class
CUSIP
Value ($000)
%
Shares
Principal
Option Type