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CIK 0001759545 • 1 13F filing • Aug 14, 2026 – Aug 14, 2026
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=jivedata("dwm-financial-group-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 1 quarter
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $266K | 0.2% | 1,151 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $8.6M | 7.6% | 84,081 SH | |
| APPLE INC | COM | $1.1M | 1.0% | 4,089 SH | |
| CALAMOS ETF TR | CALAMOS BIT 80 S | $423K | 0.4% | 19,311 SH | |
| COEUR MNG INC | COM NEW | $215K | 0.2% | 12,049 SH | |
| CSX CORP | COM | $223K | 0.2% | 6,146 SH | |
| EATON CORP PLC | SHS | $222K | 0.2% | 697 SH | |
| FIRST BANCORP N C | COM | $2.0M | 1.8% | 39,634 SH | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $29.5M | 26.3% | 708,597 SH | |
| GOLDMAN SACHS ETF TR | JUST US LRG CP | $424K | 0.4% | 4,383 SH | |
| GRAYSCALE COINDESK CRYPTO | USD SHS | $2.0M | 1.8% | 48,359 SH | |
| INVESCO EXCH TRD SLF IDX FD | BUL 2033 COR ETF | $3.3M | 2.9% | 152,130 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULL 2034 CO ETF | $6.6M | 5.9% | 314,148 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULLE MUN ETF | $214K | 0.2% | 8,268 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHARE 2034 | $425K | 0.4% | 17,294 SH | |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2032 | $2.3M | 2.0% | 108,906 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $3.5M | 3.1% | 5,694 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.5M | 1.3% | 30,443 SH | |
| ISHARES ETHEREUM TR | SHS | $827K | 0.7% | 36,872 SH | |
| ISHARES GOLD TR | ISHARES NEW | $14.6M | 13.0% | 179,766 SH | |
| ISHARES SILVER TR | ISHARES | $490K | 0.4% | 7,614 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $368K | 0.3% | 3,874 SH | |
| ISHARES TR | ESG AWR US AGRGT | $262K | 0.2% | 5,484 SH | |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | $13.4M | 11.9% | 204,728 SH | |
| KINROSS GOLD CORP | COM | $217K | 0.2% | 7,709 SH | |
| KOPIN CORP | COM | $94K | 0.1% | 40,000 SH | |
| MICROSOFT CORP | COM | $408K | 0.4% | 844 SH | |
| NVIDIA CORPORATION | COM | $768K | 0.7% | 4,121 SH | |
| PATRICK INDS INC | COM | $976K | 0.9% | 9,000 SH | |
| PROCTER & GAMBLE CO | COM | $293K | 0.3% | 2,042 SH | |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $410K | 0.4% | 7,479 SH | |
| SPDR GOLD TR | GOLD SHS | $301K | 0.3% | 760 SH | |
| TCW ETF TRUST | TRANS SYSTE ETF | $6.2M | 5.5% | 64,622 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $210K | 0.2% | 336 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $944K | 0.8% | 2,817 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $747K | 0.7% | 3,909 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $7.2M | 6.4% | 120,240 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $243K | 0.2% | 846 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $424K | 0.4% | 563 SH |
Open a filing on Jive Data
| Filing Date | Quarter | Form | Accession | Portfolio | Filing |
|---|---|---|---|---|---|
| Aug 14, 2026 | Q2 2026 | 13F-HR | 0001104659-26-096735 | $112.2M | View |