DENVER WEALTH MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, DENVER WEALTH MANAGEMENT, INC. held in its portfolio 81 assets valued at $282,197,485 (i.e. $282.20M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($85.64M), INVESCO EXCH TRADED FD TR II ($53.70M), and INVESCO EXCH TRADED FD TR II ($18.27M).
The chart below shows the top 10 valuable assets, and the table below shows the top 81 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
DENVER WEALTH MANAGEMENT, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1097308 | 85640195 | STATE STREET SPD |
| INVESCO EXCH TRADED FD TR II | 212334 | 53703454 | NASDAQ 100 ETF |
| INVESCO EXCH TRADED FD TR II | 159604 | 18274706 | S&P 500 REVENUE |
| ISHARES TR | 34352 | 16258832 | RUS 1000 GRW ETF |
| JANUS DETROIT STR TR | 238540 | 12065370 | HENDRSON AAA CL |
| FIRST TR EXCHANGE TRADED FD | 149789 | 10405766 | RISNG DIVD ACHIV |
| APPLE INC | 31203 | 8482895 | COM |
| INVESCO EXCHANGE TRADED FD T | 95156 | 7115734 | S&P500 EQL UTL |
| INVESCO EXCHANGE TRADED FD T | 67013 | 6863501 | S&P MDCP QUALITY |
| ISHARES TR | 53081 | 4238012 | MRGSTR MD CP GRW |
| GLOBAL X FDS | 40738 | 4078261 | 1-3 MONTH T-BILL |
| SPDR S&P 500 ETF TR | 5619 | 3831984 | TR UNIT |
| INVESCO QQQ TR | 5195 | 3191194 | UNIT SER 1 |
| WISDOMTREE TR | 50285 | 2530370 | FLOATNG RAT TREA |
| INVESCO EXCHANGE TRADED FD T | 30167 | 2264026 | S&P500 QUALITY |
| RBB FD INC | 43684 | 2178980 | US TREAS 3 MNTH |
| PGIM ETF TR | 39873 | 2043871 | AAA CLO ETF |
| NVIDIA CORPORATION | 10010 | 1866900 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2935 | 1475281 | CL B NEW |
| WISDOMTREE TR | 15560 | 1391508 | US QTLY DIV GRT |
| FIRST TR EXCHANGE-TRADED FD | 30147 | 1389154 | SHS |
| HOME DEPOT INC | 4008 | 1379018 | COM |
| COLUMBIA ETF TR I | 29922 | 1222027 | RESH ENHNC COR |
| AMERICAN CENTY ETF TR | 11919 | 1215526 | US SML CP VALU |
| ABRDN SILVER ETF TRUST | 17954 | 1214409 | PHYSCL SILVR SHS |
| RBB FD INC | 24181 | 1210743 | US TRSRY 6 MNTH |
| VANECK ETF TRUST | 3257 | 1173018 | SEMICONDUCTR ETF |
| SELECT SECTOR SPDR TR | 26812 | 1144602 | STATE STREET UTI |
| INVESCO EXCH TRD SLF IDX FD | 54029 | 1057623 | BULSHS 2026 CB |
| WISDOMTREE TR | 20999 | 1021833 | ITL HDG QTLY DIV |
| ISHARES TR | 19848 | 947350 | CORE 40/60 MODER |
| TESLA INC | 2093 | 941263 | COM |
| WISDOMTREE TR | 17847 | 920920 | US MIDCAP DIVID |
| REALTY INCOME CORP | 14830 | 835950 | COM |
| VANGUARD INDEX FDS | 1677 | 818070 | GROWTH ETF |
| FIDELITY COVINGTON TRUST | 22136 | 809726 | ENHANCED INTL |
| WORLD GOLD TR | 8421 | 718901 | SPDR GLD MINIS |
| SPDR DOW JONES INDL AVERAGE | 1477 | 709762 | UT SER 1 |
| MICROSOFT CORP | 1373 | 664058 | COM |
| GRANITESHARES GOLD TR | 14241 | 605100 | SHS BEN INT |
| ISHARES TR | 876 | 600278 | CORE S&P500 ETF |
| JPMORGAN CHASE & CO. | 1827 | 588585 | COM |
| ISHARES TR | 3828 | 569160 | CORE S&P TTL STK |
| SELECT SECTOR SPDR TR | 12724 | 568870 | STATE STREET ENE |
| PROSHARES TR | 5419 | 563984 | S&P 500 DV ARIST |
| EATON VANCE TAX ADVT DIV INC | 21932 | 552254 | COM |
| WELLS FARGO CO NEW | 5722 | 533273 | COM |
| AMAZON COM INC | 2267 | 523268 | COM |
| INVESCO EXCH TRD SLF IDX FD | 26295 | 519063 | BULSHS 2027 CB |
| EXXON MOBIL CORP | 4148 | 499150 | COM |
| ISHARES SILVER TR | 7477 | 481669 | ISHARES |
| VANGUARD SPECIALIZED FUNDS | 2056 | 451768 | DIV APP ETF |
| EATON VANCE TX ADV GLBL DIV | 17669 | 408156 | COM |
| SELECT SECTOR SPDR TR | 2491 | 385654 | STATE STREET HEA |
| J P MORGAN EXCHANGE TRADED F | 4883 | 364697 | EQUITY FOCUS ETF |
| ISHARES TR | 2801 | 336640 | CORE S&P SCP ETF |
| COSTCO WHSL CORP NEW | 376 | 324203 | COM |
| AMPLIFY ETF TR | 7246 | 322443 | CWP ENHANCED DIV |
| MASTERCARD INCORPORATED | 561 | 320283 | CL A |
| EA SERIES TRUST | 11402 | 309997 | STANCE SUSTAINAB |
| SELECT SECTOR SPDR TR | 5455 | 298748 | STATE STREET FIN |
| PHILLIPS 66 | 2272 | 293176 | COM |
| ALPHABET INC | 903 | 282513 | CAP STK CL A |
| ISHARES TR | 4266 | 281577 | CORE S&P MCP ETF |
| ISHARES TR | 7006 | 281150 | CORE 30/70 CONSE |
| INTERNATIONAL BUSINESS MACHS | 918 | 271991 | COM |
| CHEVRON CORP NEW | 1748 | 266369 | COM |
| VANGUARD INDEX FDS | 890 | 258178 | MID CAP ETF |
| ISHARES TR | 2800 | 250488 | CORE MSCI EAFE |
| NUSHARES ETF TR | 5442 | 245152 | NUVEEN ESG LRGVL |
| INVESCO EXCH TRD SLF IDX FD | 10100 | 238820 | BULSHS 2026 MUNI |
| AMERICAN HEALTHCARE REIT INC | 5045 | 237440 | COM SHS |
| PFIZER INC | 9225 | 229714 | COM |
| MERCADOLIBRE INC | 114 | 229626 | COM |
| PALANTIR TECHNOLOGIES INC | 1268 | 225390 | CL A |
| ISHARES TR | 1583 | 223428 | SELECT DIVID ETF |
| ISHARES U S ETF TR | 4180 | 213612 | SHORT DURATION B |
| WALMART INC | 1860 | 207167 | COM |
| CATERPILLAR INC | 354 | 202799 | COM |
| WASTE MGMT INC DEL | 923 | 202688 | COM |
| FS CREDIT OPPORTUNITIES CORP | 21297 | 134171 | COMMON STOCK |
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