SEC Form 13F

DWM Financial Group, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$112,196,561
Positions40

Largest disclosed positions

IssuerTickerClassReported valueReported amount
FIRST TR EXCHNG TRADED FD VIDMARFT VEST US EQT$29,255,304702,329
ISHARES GOLD TRIAUISHARES NEW$14,591,627179,766
JOHN HANCOCK EXCHANGE TRADEDJHMMMULTIFACTOR MI$13,405,597204,728
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$8,574,58084,081
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$7,205,983120,240
INVESCO EXCH TRD SLF IDX FDBSCYBULL 2034 CO ETF$6,603,391314,148
TCW ETF TRUSTPWRDTRANS SYSTE ETF$6,213,76764,622
INVESCO QQQ TRQQQUNIT SER 1$3,497,7125,694
INVESCO EXCH TRD SLF IDX FDBSCXBUL 2033 COR ETF$3,264,710152,130
INVESCO EXCH TRD SLF IDX FDBSCWBULLETSHS 2032$2,273,413108,906

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page