DWR WEALTH MANAGEMENT, LLC
Q1 2026 13F-HR Holdings
Location
San Jose, CA
Holdings as of
3/31/2026
Value ($000)
$114,953,523
Num holdings
51
Date filed
4/7/2026
Form type
13F-HR
Prev filing
4/1/2026
Next filing
SEC
View on sec.gov
Compare Q1 2026 to
2025 Q4
Issuer Name
Class
CUSIP
Value ($000)
%
Shares
Principal
Option Type