Long-term investor
Denver Pwm, LLC @denverpwmllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001657980).
Record
- Tracked since 2025-12-31 (261 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days +3.0% · 6 months n/a · 1 year n/a · all +15.5%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHG · 8.6% · long · since 2025-12-31
- SCHV · 6.2% · long · since 2025-12-31
- SCHM · 6.2% · long · since 2025-12-31
- IBTH · 6.0% · long · since 2025-12-31
- HEFA · 5.4% · long · since 2025-12-31
- IBTI · 5.3% · long · since 2025-12-31
- IBTG · 5.2% · long · since 2025-12-31
- SCHF · 4.8% · long · since 2025-12-31
- IBTJ · 4.8% · long · since 2025-12-31
- TOTL · 4.4% · long · since 2025-12-31
- IBTK · 4.4% · long · since 2026-03-31
- SMLF · 3.2% · long · since 2025-12-31