Long-term investor
Dwr Wealth Management, LLC @dwrwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002123012).
Record
- Tracked since 2025-12-31 (287 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days -0.2% · 6 months +0.1% · 1 year n/a · all +0.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 12.3% · long · since 2025-12-31
- 25434V203 · 11.5% · long · since 2025-12-31
- 25239Y196 · 10.1% · long · since 2026-09-30
- 25434V401 · 6.6% · long · since 2025-12-31
- 25434V302 · 6.6% · long · since 2025-12-31
- 921943858 · 6.5% · long · since 2025-12-31
- AAPL · 5.8% · long · since 2025-12-31
- 25434V500 · 3.6% · long · since 2025-12-31
- 25434V591 · 3.3% · long · since 2025-12-31
- 25434V872 · 3.2% · long · since 2025-12-31
- 25434V880 · 3.2% · long · since 2025-12-31
- 922042858 · 2.8% · long · since 2025-12-31