Denver Wealth Management, Inc.
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-1.9ptsvs SPY
Invested
$290.7M
Holdings
100
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
20.3%
02
$QQQM
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
17.8%
03
$RWL
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
6.7%
04
$IWF
ISHARES TR
Held since at least Q1 2024
5.2%
05
$IDEQ
LAZARD ACTIVE ETF TR
Held since at least Q1 2024
4.7%
06
$RDVY
FIRST TR EXCHANGE TRADED FD
Held since at least Q1 2024
3.7%
07
$SPYV
SPDR SERIES TRUST
Held since at least Q1 2024
2.7%
08
$AAPL
APPLE INC
Q1 2026: Sold 1.5% (316.2k → 311.4k shares)
2.7%
09
$RSPU
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
2.6%
10
$XMHQ
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:07 UTC.