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Aryn Sands

Dwr Wealth Management, Llc

Assets Managed
$133.622M
Holdings
56
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
16.25%(2Q avg: 11.46%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Dwr Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 56 positions.

Assets under management

The assets under management (AUM) of Dwr Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 133.622M in assets, with a quarterly growth rate of 16.25% and a 2-quarter average growth rate of 11.46%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -5.13%
12.94%
$17.291M
23,234 shares@ $744.2 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 8%
11.02%
$14.712M
357,606 shares@ $41.15 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 3.03%
9.89%
$13.213M
319,146 shares@ $41.4 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -5.57%
7.07%
$9.443M
133,148 shares@ $70.92 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Increased 7.13%
6.62%
$8.837M
222,865 shares@ $39.65 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.9%
5.78%
$7.721M
27,403 shares@ $281.75 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 21.67%
5.58%
$7.448M
91,640 shares@ $81.28 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 8.97%
3.74%
$4.994M
60,966 shares@ $81.93 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -4.14%
3.35%
$4.474M
122,118 shares@ $36.65 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Decreased -10.8%
3.17%
$4.233M
43,130 shares@ $98.15 avg price

1-10 of 56