Loading…
CIK 0001657980 • 6 13F filings • May 7, 2025 – Aug 18, 2026
Import this data to Google Sheets with:
=jivedata("denver-pwm-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $209K | 0.1% | 460 SH | New |
| ALPHABET INC | CAP STK CL A | $787K | 0.3% | 1,964 SH | New |
| ALPHABET INC | CAP STK CL C | $510K | 0.2%Prev: 0.1% | 1,286 SH | Increased-52 SH |
| AMAZON COM INC | COM | $1.1M | 0.4%Prev: 0.2% | 3,956 SH | Increased+862 SH |
| AMGEN INC | COM | $345K | 0.1%Prev: 0.1% | 1,041 SH | Increased+218 SH |
| APPLE INC | COM | $5.2M | 1.8%Prev: 0.9% | 17,662 SH | Increased+6,908 SH |
| BOEING CO | COM | $485K | 0.2%Prev: 0.1% | 2,045 SH | Increased+825 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $359K | 0.1%Prev: 0.1% | 6,400 SH | Decreased+250 SH |
| BROADCOM INC | COM | $590K | 0.2% | 1,371 SH | New |
| CATERPILLAR INC | COM | $3.3M | 1.1%Prev: 0.5% | 3,714 SH | Increased-436 SH |
| CHEVRON CORPORATION | COM | $225K | 0.1% | 1,241 SH | New |
| CITIGROUP INC | COM NEW | $254K | 0.1% | 2,021 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $2.2M | 0.8% | 2,216 SH | New |
| CVS HEALTH CORP | COM | $421K | 0.1%Prev: 0.1% | 4,650 SH | Increased+891 SH |
| DISNEY WALT CO | COM | $421K | 0.1%Prev: 0.1% | 3,896 SH | Increased+1,311 SH |
| ELI LILLY & CO | COM | $205K | 0.1% | 216 SH | New |
| EXXON MOBIL CORP | COM | $1.3M | 0.5%Prev: 0.4% | 9,336 SH | Increased+509 SH |
| GE AEROSPACE | COM NEW | $477K | 0.2%Prev: 0.1% | 1,604 SH | Increased+421 SH |
| GE VERNOVA INC | COM | $354K | 0.1% | 341 SH | New |
| GILEAD SCIENCES INC | COM | $276K | 0.1%Prev: 0.1% | 2,100 SH | Increased+100 SH |
| HOME DEPOT INC | COM | $356K | 0.1%Prev: 0.1% | 1,121 SH | Increased+419 SH |
| INTEL CORP | COM | $515K | 0.2% | 4,119 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $414K | 0.1%Prev: 0.1% | 1,800 SH | Increased+200 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $2.3M | 0.8% | 16,053 SH | New |
| ISHARES INC | CORE MSCI EMKT | $341K | 0.1%Prev: 0.1% | 4,112 SH | Decreased-2,656 SH |
| ISHARES INC | MSCI EMRG CHN | $4.2M | 1.4%Prev: 1.1% | 42,411 SH | Increased-11,118 SH |
| ISHARES TR | CORE MSCI EAFE | $1.6M | 0.5%Prev: 0.8% | 16,020 SH | Decreased-13,052 SH |
| ISHARES TR | CORE MSCI PAC | $2.4M | 0.8%Prev: 0.8% | 28,658 SH | Increased-6,402 SH |
| ISHARES TR | CORE S&P US GWT | $549K | 0.2%Prev: 0.3% | 2,957 SH | Decreased-4,107 SH |
| ISHARES TR | CORE S&P US VLU | $2.1M | 0.7%Prev: 1.1% | 19,503 SH | Decreased-13,917 SH |
| ISHARES TR | CORE S&P500 ETF | $2.5M | 0.9%Prev: 0.8% | 3,370 SH | Increased-413 SH |
| ISHARES TR | HDG MSCI EAFE | $14.9M | 5.1%Prev: 5.0% | 332,933 SH | Increased-50,235 SH |
| ISHARES TR | IBOND DEC 2030 | $13.6M | 4.7% | 694,518 SH | New |
| ISHARES TR | IBONDS 26 TRM TS | $15.3M | 5.3%Prev: 5.6% | 668,784 SH | Decreased-9,969 SH |
| ISHARES TR | IBONDS 27 TRM TS | $17.3M | 5.9%Prev: 5.5% | 772,699 SH | Increased+88,250 SH |
| ISHARES TR | IBONDS 28 TRM TS | $14.8M | 5.1%Prev: 5.5% | 665,587 SH | Decreased-23,703 SH |
| ISHARES TR | IBONDS 29 TRM TS | $14.6M | 5.0%Prev: 4.9% | 672,520 SH | Increased+43,439 SH |
| ISHARES TR | MSCI EAFE ETF | $2.3M | 0.8%Prev: 0.8% | 21,914 SH | Increased-4,190 SH |
| ISHARES TR | RUS 1000 ETF | $1.3M | 0.4%Prev: 0.4% | 3,248 SH | Increased+34 SH |
| ISHARES TR | RUS MID CAP ETF | $1.9M | 0.6%Prev: 0.8% | 17,670 SH | Decreased-9,595 SH |
| ISHARES TR | RUSSELL 2000 ETF | $492K | 0.2%Prev: 0.2% | 1,731 SH | Increased-510 SH |
| ISHARES TR | S&P 500 VAL ETF | $312K | 0.1%Prev: 0.1% | 1,393 SH | Increased-216 SH |
| ISHARES TR | S&P MC 400GR ETF | $7.4M | 2.5%Prev: 2.3% | 65,240 SH | Increased-11,406 SH |
| ISHARES TR | US SML CAP EQT | $8.7M | 3.0%Prev: 2.8% | 103,774 SH | Increased-21,692 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $4.0M | 1.4%Prev: 1.9% | 52,531 SH | Decreased-31,341 SH |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | $1.0M | 0.3%Prev: 0.7% | 15,041 SH | Decreased-19,331 SH |
| JANUS DETROIT STR TR | B-BBB CLO ETF | $1.8M | 0.6%Prev: 0.3% | 37,995 SH | Increased+22,972 SH |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $9.5M | 3.3%Prev: 3.8% | 187,724 SH | Decreased-21,076 SH |
| JOHNSON & JOHNSON | COM | $265K | 0.1% | 1,197 SH | New |
| JPMORGAN CHASE & CO | COM | $580K | 0.2% | 1,919 SH | New |
| LUMENTUM HLDGS INC | COM | $1.3M | 0.4% | 1,387 SH | New |
| META PLATFORMS INC | CL A | $345K | 0.1% | 567 SH | New |
| MICRON TECHNOLOGY INC | COM | $570K | 0.2% | 764 SH | New |
| MICROSOFT CORP | COM | $2.4M | 0.8%Prev: 0.6% | 5,876 SH | Increased+1,195 SH |
| NEWSMAX INC | COM SHS CLASS B | $683K | 0.2% | 107,741 SH | New |
| NVIDIA CORPORATION | COM | $1.7M | 0.6%Prev: 0.5% | 7,748 SH | Increased-6,111 SH |
| ORACLE CORP | COM | $1.6M | 0.6%Prev: 0.5% | 8,399 SH | Increased-1,110 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $5.0M | 1.7%Prev: 2.3% | 54,601 SH | Decreased-15,976 SH |
| PROCTER & GAMBLE CO | COM | $231K | 0.1% | 1,580 SH | New |
| ROCKET LAB CORP | COM | $212K | 0.1% | 2,008 SH | New |
| SCHWAB CHARLES CORP | COM | $298K | 0.1%Prev: 0.1% | 3,368 SH | Decreased-545 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $14.0M | 4.8%Prev: 5.7% | 511,007 SH | Decreased-284,507 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $663K | 0.2%Prev: 0.2% | 23,325 SH | Increased-6,111 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $25.3M | 8.7%Prev: 9.4% | 741,376 SH | Decreased-304,080 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $17.0M | 5.9%Prev: 6.1% | 521,831 SH | Increased-117,274 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $5.4M | 1.8%Prev: 1.5% | 184,945 SH | Increased-9,547 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $17.7M | 6.1%Prev: 5.8% | 509,213 SH | Increased-111,136 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.5M | 0.5%Prev: 0.7% | 44,326 SH | Decreased-39,426 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $553K | 0.2% | 6,674 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET DOU | $12.8M | 4.4% | 323,044 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $383K | 0.1% | 520 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $408K | 0.1% | 990 SH | New |
| TESLA INC | COM | $643K | 0.2%Prev: 0.1% | 1,501 SH | Increased-70 SH |
| TEXAS INSTRS INC | COM | $491K | 0.2%Prev: 0.1% | 1,705 SH | Increased-122 SH |
| TJX COS INC NEW | COM | $211K | 0.1% | 1,374 SH | New |
| TRUST FOR PROFESSIONAL MANAG | CONVERGENCE LNG | $1.4M | 0.5% | 42,939 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $284K | 0.1% | 3,861 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $604K | 0.2% | 6,952 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $7.0M | 2.4%Prev: 2.4% | 10,386 SH | Increased-2,380 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $695K | 0.2%Prev: 0.2% | 2,412 SH | Increased-242 SH |
| VANGUARD INDEX FDS | VALUE ETF | $384K | 0.1%Prev: 0.1% | 1,855 SH | Increased+16 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $699K | 0.2%Prev: 0.2% | 9,862 SH | Increased+36 SH |
| VERIZON COMMUNICATIONS INC | COM | $940K | 0.3%Prev: 0.3% | 19,906 SH | Increased+640 SH |
| VIAVI SOLUTIONS INC | COM | $448K | 0.2% | 8,742 SH | New |
| WALMART INC | COM | $464K | 0.2%Prev: 0.1% | 3,561 SH | Increased+650 SH |
| WELLS FARGO & CO | COM | $294K | 0.1% | 3,889 SH | New |
| 13F-HR |
| 0001420506-26-001849 |
| $305.7M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-001983 | $320.7M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001420506-26-000950 | $290.9M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001420506-25-000901 | $277.9M | View |