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Bryson Braden

Denver Wealth Management, Inc.

Assets Managed
$290.67M
Holdings
100
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
3.01%(2Q avg: 3.49%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Denver Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Denver Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 290.67M in assets, with a quarterly growth rate of 3.01% and a 2-quarter average growth rate of 3.49%. The portfolio is managed by Bryson Braden, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 1.45%
20.35%
$59.13M
772,538 shares@ $76.54 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 2.27%
17.76%
$51.596M
217,138 shares@ $237.62 avg price
RWL
Invesco S&p 500 Revenue Etf
Recent Activity
Increased 5.45%
6.66%
$19.339M
168,293 shares@ $114.91 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 3.52%
5.22%
$15.162M
35,558 shares@ $426.41 avg price
IEQ
Lazard Intl Dynamic Eqy Etf
Recent Activity
New Position
4.71%
$13.685M
431,011 shares@ $31.76 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 6.33%
3.75%
$10.874M
159,258 shares@ $68.28 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -4.55%
2.71%
$7.855M
138,838 shares@ $56.58 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.7%
2.68%
$7.784M
30,672 shares@ $253.79 avg price
RSPU
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -1.65%
2.62%
$7.59M
93,577 shares@ $81.12 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 4.89%
2.5%
$7.266M
70,289 shares@ $103.37 avg price

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