Denver Wealth Management, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $225 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $56M, Invesco Exchange Traded Fd Tr with a value of $41M, Invesco Exchange Traded Fd Tr with a value of $15.7M, Ishares Russell 1000 Gr ETF with a value of $14M, and Janus Detroit Str Tr Janus Hen with a value of $10.3M.

Examining the 13F form we can see an increase of $20.5M in the current position value, from $205M to 225M.

Denver Wealth Management, Inc. is based out at Greenwood Village, CO

Below you can find more details about Denver Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $225 Million
ETFs: $207 Million
Technology: $9.14 Million
Financial Services: $3.58 Million
Consumer Cyclical: $2.88 Million
Energy: $1.1 Million
Real Estate: $836,000
Consumer Defensive: $401,000
Healthcare: $332,000
Other: $206,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $225 Million
  • Prior Value $205 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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