Joseph Plume

Gunpowder Capital Management, Llc Dba Oliver Wealth Management

Assets Managed

$131.844M

Holdings

408

Last Quarter

2026 - Q1

Filed Date

1mo 10d ago

Growth Rate

2.63%(2Q avg: 1.32%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Gunpowder Capital Management, Llc Dba Oliver Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 408 positions.

Assets under management

The assets under management (AUM) of Gunpowder Capital Management, Llc Dba Oliver Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 131.844M in assets, with a quarterly growth rate of 2.63% and a 2-quarter average growth rate of 1.32%. The portfolio is managed by Joseph Plume, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
GLD Spdr Gold Shares Recent Activity Increased 0.53%	10.39%	$13.695M 31,827 shares@ $430.3 avg price	Increased 0.53%
DFAC Dimensional Us Core Equity 2 Recent Activity Increased 20.09%	9.46%	$12.462M 320,692 shares@ $38.87 avg price	Increased 20.09%
DCOR Dimensional Us Core Eq 1 Etf Recent Activity Increased 28.48%	8.28%	$10.911M 151,374 shares@ $72.09 avg price	Increased 28.48%
AAPL Apple Inc Recent Activity Decreased -0.53%	7.74%	$10.201M 40,194 shares@ $253.8 avg price	Decreased -0.53%
DFIC Dimensional International Co Recent Activity Increased 23.21%	4.65%	$6.124M 172,372 shares@ $35.54 avg price	Increased 23.21%
IAU Ishares Gold Trust Recent Activity Decreased -0.31%	4.24%	$5.581M 63,309 shares@ $88.16 avg price	Decreased -0.31%
CGDV Cap Group Dividend Value Recent Activity Increased 4.16%	3.98%	$5.236M 123,085 shares@ $42.55 avg price	Increased 4.16%
SPY Spdr S&p 500 Etf Trust Recent Activity Decreased -0.77%	3.65%	$4.808M 7,393 shares@ $650.35 avg price	Decreased -0.77%
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 0.9%	3.17%	$4.168M 7,222 shares@ $577.19 avg price	Increased 0.9%
META Meta Platforms Inc-class A Recent Activity Decreased -0.03%	2.81%	$3.701M 6,468 shares@ $572.14 avg price	Decreased -0.03%

1-10 of 408