Sign In
test

Lindsay Marie Rider

Denver Pwm, Llc

Assets Managed
$290.922M
Holdings
87
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-2.84%(2Q avg: -4.74%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Denver Pwm, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 87 positions.

Assets under management

The assets under management (AUM) of Denver Pwm, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 290.922M in assets, with a quarterly growth rate of -2.84% and a 2-quarter average growth rate of -4.74%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -31.33%
8.7%
$25.296M
741,376 shares@ $34.12 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -21.78%
6.09%
$17.69M
509,213 shares@ $34.74 avg price
IBTH
Ishares Ibonds Dec 2027 Term
Recent Activity
Increased 3.94%
5.95%
$17.297M
772,699 shares@ $22.39 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Decreased -21.15%
5.87%
$17.048M
521,831 shares@ $32.68 avg price
IBTG
Ishares Ibonds Dec 2026 Term
Recent Activity
Decreased -14.36%
5.26%
$15.292M
668,784 shares@ $22.87 avg price
HEFA
Isha Curr Hedged Msci Eafe
Recent Activity
Decreased -17.65%
5.12%
$14.872M
332,933 shares@ $44.68 avg price
IBTI
Ishares Ibonds Dec 2028 Term
Recent Activity
Decreased -11.25%
5.08%
$14.773M
665,587 shares@ $22.2 avg price
IBTJ
Ishares Ibonds Dec 2029 Term
Recent Activity
Decreased -2.59%
5.03%
$14.617M
672,520 shares@ $21.74 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -36.98%
4.81%
$13.981M
511,007 shares@ $27.37 avg price
IBTK
Ishares Ibonds Dec 2030 Trea
Recent Activity
New Position
4.69%
$13.637M
694,518 shares@ $19.64 avg price

1-10 of 87